Introduction


First things First!

Administration

Projects Manager

Tasks Manager

What is this?
Managing Tasks
View Real-time Activity

Time Manager

Contacts Manager

Notes Manager

Reports Manager

Client / Contractor Area

Misc Scenarios


Exit Tour

Tasks Manager



Back   Next - View Real-time Activity




Managing Tasks

The Tasks page is essentially a to-do list for your company and each employee. It is filtered to show each person 'their' tasks only.

Task Categories
You can organise tasks into different categories to meet your business needs. New categories can be created by selecting the "New Task Category" option from the Task Manager menu, you can also specify the order in which the Task Categories display.

Project Tasks
This is a complete list of all current Project-related tasks (Project Tasks). They have been grouped together so you can see an overview of all 'billable' Project Tasks that need completing.

General Tasks
These are non-billable tasks. You can use the general tasks for items such as: banking to do, calls to make, administration, and much more!


Back   Next - View Real-time Activity