Project manual

8. Add Jobs

Jobs are created for each Project, and Tasks are created within the Jobs.

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

To add Jobs to Projects, follow these steps.

  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 which the Project is associated.

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

    The Jobs/Tasks list window appears.

  4. Click Add Job.

    The Add Job window appears.

  5. In the Job Name field, enter a job title.

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

  7. From the Estimated Project Period drop-down menu, select the time-frame of the Job.

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

  9. Click More Details to display Issues/Goals and Other Notes, if you want to add notes for this job.

  10. When done, click Add.


[ Return to the Project manual table of contents ]
[ Return to the manuals main table of contents ]