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The
Work to do window is a great way to see your
unfinished tasks.
The window provides a sophisticated
dialog box to find unfinished job tasks by due
date, start date, resource, client, or AE/team
-- for any period of time. Unfinished tasks can
be found by either start date or due date.
Each job task shows its due date, job number, job name/title, start date, and
its estimated hours for quick reference. Tasks are sorted initially by due
date, but can be resorted by clicking on the column headings for resource,
job number, job name/title, task, or the task name. The sort direction can
be changed by clicking on the Sort buttons in the toolbar.
Double-clicking on a job task lets you view or change its schedule, specifications,
and task notes (which describe the task’s current status). Changes to
the job schedules are saved instantly.
 A
different set of job tasks can be listed by clicking the Find button
in the toolbar, then entering your selections.
To see work to do
1 Choose View > Work To Do.
Unfinished
and overdue? The show task options
let you find scheduled job tasks easily
by client, date, resource, or AE/team.
The unfinished and overdue option shows
every missed deadline -- the tasks that
really need attention. |
2 Choose a show tasks option.
3 Enter a range of due dates and a find value (i.e., resource).
4 Click Find.
The Work To Do window appears.
The unfinished tasks are displayed based on your selections. Any task can
be easily updated by double-clicking on it.
To mark many tasks as “finished” at one time
1 From the Work To Do window, use your mouse to select several
job tasks.
Multiple tasks can be selected by pressing down the Control button (on Windows)
or the Apple button (on a Mac) then clicking on a job task.
2 Click the Finished button.
The tasks you’ve selected will be marked as “finished” automatically.
Today’s date will be entered into the task’s finished date.
To print a work to do report
1 From the Work To Do window, find the unfinished tasks
you wish to print.
2 Click the print button,
or choose File > Print To Do List.
The tasks on the Work
to Do report are sorted in the same way they appear in the Work to Do window.
To update a task’s schedule
1 From the Work To Do window, double-click on a job task.
The Edit Task Schedule window opens, displaying the task's description, specifications,
start and due dates, task status, and finished date.
If the task status and the task’s
specifications have changed, they can be updated
by simply typing in the new information. The task’s
estimated hours and actual hours appear for reference
to show you how much time is available to finish
the task. If this task is now finished, click the
Finished checkbox. The finished date is entered automatically,
but can be changed if needed. Once a task is marked
as finished, it won’t appear on the Weekly Task
Planner, the Work To Do window, or traffic reports.
2 Update the job task, then click Save.
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