Project manual

13. Add Tasks

Jobs are created for each Project, and Tasks are created within the Jobs for further detail and appointed responsibility.

Note: Access permissions to manage Jobs/Tasks are set up by the system administrator so if you cannot add/edit/delete Jobs/Tasks, please see your system administrator.

  1. From the Portal, click Project on the Office 4 menu.

    The Project List window appears.

  2. From the Group drop-down menu, select the group with the project to add a task to.

  3. Click the project where a task will be added.

    The Jobs/Tasks list window appears.

  4. Click Add Task.

    The Add Task window appears.

  5. In the Task Name field, enter a task title.

  6. From the Under Which Job drop-down menu, select the job where the added task belongs.

  7. From the Person-in-Charge drop-down menu, select the group member responsible for the job.

  8. From the Estimated Project Period drop-down menu, select the time duration for the job.

  9. In the Numeric Goal field, enter a numeric goal, if desired. Then, from the drop-down menu, select a unit for the goal.

  10. When done, click Add.


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