actiTIME User Guide
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Task, Project, and Customer Management
Overview
Task, Project, and Customer Management includes the following activities:
- Project & Customer Management
- Registering new customers and projects
- Editing information of registered customers and projects
- Archiving customers and projects and restoring them from archives
- Browsing active and archived customers and projects
- Task management
- Creation of new tasks
- Editing task information
- Completing and re-opening tasks
- Browsing open and completed tasks
Note that User Guide uses the default names for referencing the time-track hiearchy levels:
- Top level: 'Customer'
- Middle level: 'Project'
- Lowest level: 'Task'
You can change the default names of the hierarchy levels in the general system settings.
See the Adjust general system settings section for more information.
To access the interfaces for Task, Project, and Customer Management use top-level
menu option 'Projects & Tasks'.
There are two (2) access rights defined for Task, Project, and Customer Management:
- Manage Customers, Projects & Tasks
- Enter Time-Track
Users who have the 'Manage Customers, Projects & Tasks' 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 project/task management
in your organization. For example, you can grant them to project managers.
Users who have the '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.
Note that users who do not have both of these access right will not see
any of the task, project & customer management interfaces.
See the User management section for information on how
to grant access rights to system users.
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