Task Setup

Task Setup

To add new task, follow these steps:
(this functionality is available for ATR Premier Edition only)


1Client Drop down Box

Client Drop down Box Click on Tasks button in the toolbar. Please, see Advanced Time Reports / Toolbar.
In Client Drop down click on the client to which you would like to add new task.
Select *(Shared Projects) item to setup common project tasks that will be available for all of your clients.

2Project Drop down Box

Project Drop down Box In Project Drop down click on the project to which you would like to add new task.
Select *(Shared Tasks) item to setup common tasks that will be available for all of your shared projects.

3Add Button

Add Button Click on Add button to make new blank row appear.

4Task Field

Task Field In Task field, type the name of new task.

5Description Field

Description Field In Description field type the task relevant information.

6Hours Control

Hours Control Click on Hours cell you would like to add a required hours for a task. A down-arrow button appears on the right of the cell.
Click on down-arrow button to open a calculator dialog.
Here you can count or type the required hours for a selected Task.

7Start Date Control

Start Date Control Click on Start Date cell you would like to add a Task Start Date. A down-arrow button appears on the right of the cell.
Click on down-arrow button to open a calendar dialog.
Select required month and date.

8End Date Control

End Date Control Click on End Date cell you would like to add a Task End Date. A down-arrow button appears on the right of the cell.
Click on down-arrow button to open a calendar dialog.
Select required month and date.

9Save Button

Save Button Click on Save button to save new task information.