Weekly Task Planner window lists your unfinished
job tasks for the current week.
It is a personal scheduler that
shows your unfinished jobs and tasks (i.e., the
job tasks to which youre the resource). Tasks
are grouped by day, giving you a clear look at
your weeks deadlines. For each deadline youll
see its job number and task, the hours left on
the task from the estimate, and when the task is
due (i.e., time of day, which is optional).
staff member only sees their unfinished tasks in the Weekly
Task Planner. To look for unfinished tasks for someone else,
choose View > Work To Do. The Work To Do window finds
tasks for any resource, client, or AE/team. Its more
flexible for production and traffic managers who need to
track deadlines for many people.
The unfinished tasks are displayed in a friendly calendar-like window.
Each day has a scroll bar so many unfinished task can be listed. Tasks
due for the current week are shown, but you can also view the next three
weeks of scheduled tasks.
The tasks schedule can be updated from the Weekly Task Planner
window by double-clicking on an entry. The staff member can easily edit
the task specs, change the scheduled dates, or mark the task as finished.
Changes to the tasks schedule are saved instantly.
To see this weeks deadlines
1 Choose My > My Weekly Task Planner.
going on next week? The Weekly
Task Planner makes it easy to know
your important deadlines. The weeks
scheduled tasks are sorted by day of the
week, helping you to better manage your
time. A tasks schedule information
can be updated by double-clicking on a
Youll see all your unfinished
tasks due this week. Use the scroll bar to scroll
through each days entries.
To see next weeks deadlines
1 Choose a week from the pop-up menu.
To print your weekly task planner
1 From the Weekly Task Planner window, click the print button.
To update a tasks schedule
1 From the Weekly Task Planner window, double-click
on a job task.
The Edit Task Schedule window opens, displaying the tasks description,
specifications, start and due dates, task status, and finished date.
If the task status and the tasks specifications have changed, they
can be updated by simply typing in the new information. The tasks
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 wont appear on the Weekly
Task Planner, the Work To Do window, or traffic reports.