Task Groups

Task Groups are specific tasks combined in one category to form a group. Task Groups are useful if your projects have some common, well-defined structures (sub-levels of information). Task Groups can simplify how assignments are made and how reporting is accomplished on similar types of work.

For example; if many projects have a common phase requiring employees to create specifications, you can create a task group called "Specifications" and assign precise specification-type tasks to this group. You then assign the task group to one or more projects and then have the ability to monitor and report on how much time is spent on "Specifications" as a general category rather than the individual specification-type tasks.

This topic describes how to add a task group using the Project Assignments view.

Task Groups can be added in 2 ways:

• OPTION A: Add a task group and enter detailed information.

• OPTION B: Quickly add a task group by entering only the minimum amount of information.

Task Groups can also be added using the Tasks Group Items List view.

Prerequisite:

• Employees should first be established to be able to designate a manager for a task group.

OPTION A: To add a task group with detailed information:

1. Click the Project Assignments tab located in the Project Workspace view. The Project Workspace view is located in the Projects section of the side navigation bar.

2. Locate the Task Groups list pane (lower right corner).

3. Click the New (Details) button in the Task Group pane toolbar.
   
   A task group properties window opens.

4. Enter a unique task group Name (up to 250 characters).

5. Click Done to automatically save the information and close the window or click New to save the information and create a new task group.
   
   
   OPTIONAL INSTRUCTIONS:

6. Select an employee from the Manager drop-down list. Assigning a manager to a task group permits that person to manage and report on that group. The employee selected as manager must have a security level of Group Leader or above to view and report on this task group. The list of employees displayed in the Manager drop-down list may be limited by your security setting. If necessary, select an alternate As of date. The As of date is used for information purposes only.

7. Enter a Description for the task group (up to 250 characters).

8. Check the Hide box if you want to hide this task group from the list of available task groups when generating reports.

9. Check the Flag for archive box if you want to remove this task group from the database the next time the Archive Database function is run.

10. Click Done to automatically save the information and close the window or click New to save the information and create a new task group.

OPTION B: To quickly add a task group:

1. Click the Project Assignments tab located in the Project Workspace view. The Project Workspace view is located in the Projects section of the side navigation bar.

2. Locate the Task Groups list pane (lower right corner).
   
   
    

3. Click the New button in the task group pane toolbar.

4. At the very bottom of the task group list, an edit box is displayed. Enter a unique name for the task group (up to 250 characters).
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5. Press ENTER or click elsewhere to save the new task group.