Table of Contents

Getting Started 19

Logging In and Out 20

Understanding and Customizing the User Interface 22

Setting Default Tabs 22

Changing Available Tabs 23

Changing User Interface Preferences 24

Accessing Personal User Account Information 25

Editing Personal Information 25

Changing Your Password 25

Finding Things 26

Using Standard Searches 26

Using Inline Search Features 27

Favorites 30

Exporting Data from searches and lists 31

On-Screen Help Tips 33

Filtering, Grouping and Viewing lists 34

Creating a Custom Filter 36

Creating a Custom View 39

Creating a Custom Grouping 41

Linking Custom Filters, Views and Groupings 44

Dashboards 46

Intra-Application Messages 48

Viewing @task Reports 49

Helpful Hints 51

Power Searches 52

How to Use the Power Search Functions 52

Query Structure 53

Query Modifiers 54

Examples 54

Data Types 57

Object Attributes 58

Accessing @task Using Wireless Application Protocol 98

Creating and Managing Projects 102

How to Plan a Project 103

Project Origins 103

Using @task to Set Project Dates and Perform Preliminary Planning 103

Establishing a Project Scope 104

Set Objective Timelines 104

List Tasks for Project Objectives 105

Determine Work Breakdown Structure 105

Assign Task Durations 105

Determine Skill Sets 106

Manage Resources and Assign Tasks 106

Do a Cost/Benefit Analysis 107

Determine Review Points for the Project 107

Creating a Project 108

About Creating Projects 108

Setting Project Management Preferences 108

Creating a Project 110

Editing a Project 115

Editing Multiple Projects Simultaneously 117

Copying a Project to Create a New Project 118

Using a Template to Create a Project 119

Deleting a Project 120

Assign Resources to a Project 121

About Adding Team Members to a Project 121

Adding and Viewing Users Associated with a Project 121

User Utilization Searches 122

Getting Project and Task Status 123

Getting Project Status 123

Project Conditions 124

Looking at Multiple Project Views 124

Working with Project Timelines 126

Replanning a Project 130

Project Baselines 132

Baseline Reports 132

Importing and Exporting Projects 134

Exporting Projects to Microsoft Project Format 134

Importing Projects from Microsoft Project Format 134

Creating and Working with Milestones 139

Associating a Milestone with a Task 140

Creating Tasks 142

Creating and Editing Tasks 143

Understanding Task Attributes 143

Creating a Task 150

Assigning Resources to a Task 151

Editing a Task 152

Editing Multiple Tasks Simultaneously 152

Deleting a Task 153

Creating Subtasks 154

Moving a Task to Another Project 155

Using the Task Worksheet 156

Creating a Predecessor Relationship in the Task Worksheet 159

Creating and Resolving Issues 161

Creating Issues 162

Creating Issues With the Worksheet 162

Editing Issues 164

Tracking and Resolving Issues 165

Finding Your Issues 165

Viewing All Issues 165

Routing Issues 165

Reassigning Issues 169

Converting Issues Into Tasks and Projects 169

Updating Issues 170

Moving Issues 170

Deleting Issues 171

Creating Help Desk Issues 172

Working with Tasks and Reporting Progress 173

How to Work with Tasks and Timesheets 174

Finding and Updating Your Tasks 179

Updating Multiple Tasks 180

Approving Completed Tasks 181

Managing Your Timesheets and Scheduling Time Off 183

Using Timesheets 184

Creating a Timesheet 184

Entering Time on a Timesheet 184

Adding Hour Types to Timesheets 185

Adding Tasks or Projects to the Timesheet 186

Removing Hour Types from Timesheets 186

Creating Hour Types 186

Approving Timesheets 187

Creating Timesheets for Other Users 188

Scheduling Personal Time 189

Working with Attachments 190

About Using Notes an d Attachments 191

Attaching Documents 192

Attaching Multiple Documents 192

Finding a Document 193

DOwnloading Multiple DOcuments 193

Deleting a Document 193

Creating and Managing Directories 195

Using Content Management Features 198

Working with Notes 199

Writing, Viewing, and Replying to Notes 199

Searching for Notes 200

Deleting Notes 200

Billing Records 201

Using Templates 202

Create Project Templates 203

Saving a Project as a Template 203

Process Improvement 205

Create Schedule Templates 206

Library Tasks 208

Creating a New Library Task 208

Using Library Tasks 208

Using Library Tasks in the Task Worksheet 208

Using Library Tasks in the New Task Screen 210

Library Tasks Enforced 210

Creating Custom Data 211

About Creating Custom Data 212

Creating and Using Parameters for Custom Forms 213

Creating and Using Parameter Groups for Custom Forms 216

Creating and Setting Up Categories 217

Managing Budgets and Billing 221

Tracking Costs and Measuring Performance 222

Tracking Costs 222

Tracking Performance 223

Billing and Revenue 225

Tracking Revenue Amounts 225

Creating Billing Records 226

Using Audit Trails 228

About Audits 229

Setting Up Audit Trails 230

Custom Reports 231

Creating a Custom Report 232

New Reports 232

List Reports 233

Aggregate Reports 235

Administering Users, Organizations, and Groups 241

About Users, Groups, and Organizations 242

Setting up Job Roles and Access levels 243

Setting Up Job Roles 243

Managing Access Levels 244

Creating and Setting Up Groups 248

Creating and Setting Up Companies 249

Creating and Managing User Accounts 250

Planning a New User Account 250

Creating a New User Account 250

Editing Users 251

Resetting User Passwords 251

Deleting Users 252

Importing and Exporting User Accounts 252

Setting Up Event Notifications 254

Setting Up Application Events and Event Handlers 254

Email Templates 256

Setting Up Reminder Notifications 258

Using Kick-Starts 296

Introduction 297

Creating Spreadsheet Templates For the Importer 298

Using the @Task Template Generator 298

Manually Creating a KickStart Template Using the Java Docs 300

Using Kick-Starts 303

Creating Related Objects 304

Attaching Documents to Objects 304

IMporting Kick-Starts 305

Managing System Environments 307

Setting up System Environments 308

Creating Portals 316

Setting Global Interface Preferences 319

System Settings 320

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