Task details will probably need to be updated on a regular basis, since you will record your status, notes, risks, etc. within Task Details.

To edit a task detail of a project, follow these steps:

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 Page, 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 task detail to edit.

3. Click the project containing the task detail to edit.

   The Jobs/Tasks list window appears.

4. Click the Plus symbol (+) in the box next to the job to "expand" to show the tasks.

   The Jobs/Tasks list window appears with the tasks displayed under the job you selected.

   If there was no task registered under the job, “No Task” will be displayed.

5. Click a task to edit.

   The Edit Task Details window appears.

6. Edit Task Details as necessary.

   • From the Actual Project Period field, click Start to make the current day when the project begins. Then, click Complete to set an end date.
   • If desired, click Resume to clear your entries and enter dates again.
   • From the Progress Status drop-down menu, select a percentage of how much of the project has been completed.
   • Click More Details to display Issues/Goals, Other Notes, Progress Status Details, and Problems, if you want to add notes for this task.

   When done, click Update.