Online Documentation

User Guide

Task, Project, and Customer Management

Section contents

• • Overview

  • Project & Customer Management

    • Browse Active Projects and Customers
    • Edit Project & Customer Descriptions
    • Create New Customer
    • Create New Project
    • Edit Information of Active Customers
    • Edit Information of Active Projects
    • Archive Projects & Customers
    • Browse Archives
    • Edit Information of Archived Customers
    • Edit Information of Archived Projects
    • Restore Projects & Customers from Archives
    • Delete Projects & Customers

  • Task Management

    • Browse Open Tasks
    • Edit Task Deadline When Browsing Open Tasks
    • Edit Task Description When Browsing Open Tasks
    • Create New Tasks
    • View Open Task
    • Add and Edit Comments for an Open Task
    • Edit Open Task
    • Complete Tasks
    • Browse Completed Tasks
    • View Completed Task
    • Edit Completed Task
    • Re-open Tasks
    • Delete Tasks

Overview

Task, Project, and Customer Management includes the following activities:

• Project & Customer Management

  • Registering new customers and projects
  • Browsing active and archived customers and projects
  • Editing information of registered customers and projects
  • Archiving customers and projects and restoring them from archives
  • Deleting customers and projects

• Task management

  • Creation of new tasks
  • Browsing open and completed tasks
  • Editing task information
  • Completing and re-opening tasks

To access the interfaces for Task, Project, and Customer Management use top-level menu option 'Tasks'.

There are three (3) access rights defined for Task, Project, and Customer Management:

• Manage Customers & Projects
• Manage Tasks
• Enter Time-Track

Users who have 'Manage Customers & Projects' access right can access all system interfaces related to task, project, and customer management. Grant this access right to those users who are responsible for customer & project management in your organization. For example, you can grant them to project managers.

Users who have 'Manage Tasks' access right can create and modify tasks in the active projects assigned to them. Grant this access right to those users who should be able to create tasks by themselves.

Users who have 'Enter Time-Track' access right only are allowed to browse tasks and modify task comments, but are not allowed to modify other task information. Moreover such users will not see the project & customer management interfaces at all.

See User Management section for information on how to grant access rights to system users.