@task User's Guide
Copyright 2007 AtTask, Inc.
All Rights Reserved
Table of Contents
Introduction to @task 7
Introducing @task 8
About @task Features 8
@task Is Easier to Use 8
@task's Web-Based Design Lets You Log In from Anywhere 8
Collaborate with Your Team 9
Keep Track of Progress 9
Resolve Issues Quickly 9
Manage Schedules and Timesheets 10
Manage Your Projects Effectively 11
Create Projects and Tasks 11
Manage Personnel Resources 12
Manage Calendar Schedules 12
Manage Issues 13
Manage Budgets 13
Utilize Templates 13
Distribute Management Burdens 13
Administer @task 14
Manage User Accounts and Set Up Organizations 14
Manage System Environments 15
Getting Additional Help 16
Forums 16
Intra-Application Help 17
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
Capacity Planning 261
Introduction 262
Understanding Resource Pools 263
Total Available Resources 263
Resource Pools 263
Creating A resource Pool 264
Capacity Planning Use Case 268
Project Requests 268
Capacity Planner Overview 273
Adding Projects to A Resource Pool 275
Fixing Budgeting Conflicts 277
Reconciling Project Budgets and Schedules 279
Reconciling Using the Capacity Planner 279
Reconciling Using the Resource Worksheet 279
Project Planning 283
Resource Budgets Manager 285
Using Capacity Planning Spreadsheets 287
Basic Functionality of the Spreadsheet 287
Unique Functionality of the Project Resource EstImates Spreadsheet 293
Unique Functionality of the Capacity Planner Spreadsheet 293
Unique Functionality of the Resource Budgets Manager 295
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