New Time Record From Capacity Plan

New Time Record From Capacity Plan A Time Record can also be logged directly from the Capacity plan. It’s very useful for users that work on Tasks. Once a portion of the work is finished on a given Task, let’s get a record of the spent time. Click on the Task that you...

Create A Task From Job

Create A Task From Job 1. In the left navigation menu unroll Jobs. 2. Click on Job Statuses or Job List and choose existing Job.  3. Click on Task. 4. Complete All Details. Mandatory Details are red underlined (can be different by company’s settings). Start date the...

Capacity Plan – Layout

Capacity Plan – Layout Capacity Plan is a visual overview of all Tasks assign to a person, team or the entire company. Action bar includes following options: 1. Choosing the person or team here you can choose the person or team. All Tasks for the person/team are...

About Task List

About Task List Task List is an overview of all created Tasks, which can be sorted and filtered by various criteria. The most important criteria is the author of the Task or the responsible person for the Task. You can sort by: Assigned to me or participating in the...

About Tasks

About Tasks Managing Tasks is a must-have for efficient time management. Release your tension and stress – have everything effectively planned, including deadlines. You can take your mind off everything that is already planned within Tasks. Enjoy a single place where...

Create A Task From View

Create A Task From View 1. In the left navigation menu unroll Tasks. 2. Click on Capacity plan/ Task schedule / Task statuses / Task list  – new task can be created from any one of those views. 3. Click on New Task. 4. Complete All Details. Mandatory Details are...