Task Management
In Task Management, the users can add tasks, sub
tasks and mapping is done to the tasks either at Organization Level or
at Template Level
To view Task Management
On the PW Admin menu, click See
All.
Under Time Sheet Management, click
Data Management.
The Time Sheet Landing
page appears.
Click Task Management.
The ‘Task Creation’ page
appears.
This page contains the
list of all tasks and their sub-tasks respectively.
In the Task text box, type the name
of the task or press spacebar on the keyboard once to get the
list of the task from the drop down list.
Click Search.
The details displayed are:
Task Management details
|
|
Task
Name |
Displays the
name of the task |
Task
Description |
Displays the description of the task |
Global
Task |
Displays whether the task is Global
or not |
Active |
Displays whether the task is Active
or not |
Click Add to add new task or a sub-task
if required.
The Add Task dialog box
appears.
Enter
the name of the task in the Name
text box.
Enter
the description of the task in the Description
text box.
Select
the Global check box,
if the task is a global task.
Select
Active check box,
to set the task on an active status.
Select
Add Sub-Task check
box, if you want to associate a sub-task to the task.
In
the Sub Task Name
text box, enter the name of the sub task.
In
the Sub Task Description,
enter the description of the sub task.
Select
the Active check
box to set the sub task as active.
Click
Add to add another
sub task.
Click
Delete to delete
the sub task.
Perform
the following steps:
Click
Save and Continue
to save the changes made and continue adding another task.
Click
Save and Next
to save the changes made and the user will be redirected
to the ‘Task Mapping-Template Data Level’.
Click
Cancel to discard
the changes made.
To view the
added sub-task, click 
icon.
The details displayed
are:
Sub-Task details
|
|
Sub-Task
Name |
Displays the
name of the sub-task |
Sub-Task
Description |
Displays the description of the sub-task |
Active |
Displays whether the sub-task is active
or not |
To edit the
task, select the required check box corresponding to the ‘Task
Creation’ and then click Edit
button to edit the details.
Note 1: The bread crumbs will be updated on
creation and mapping the tasks.
Note 2: Task name should be within 50 characters and task description
should be within 250 characters.
Note 3: The ‘Name’ field is mandatory and cannot be left blank.
Click to know more:
Data
Management
Template
Data Creation
Task
Mapping
Resource Management