Within projects, tasks can be created and assigned to Project Managers and Resources.
Before creating your first task, create task statuses and task priorities.
Task statuses are used to categorize a task’s progress.
Task priorities are used to classify tasks based on their importance.
A list of pre-loaded tasks and priorities are available to use. You can edit, disable, or delete these with the exception of a few mandatory statuses/priorities.
To create a task status
In the Advanced menu on the left, click Task Statuses
Click Create Task Status
Name the status
Provide an optional description
Click Save
By default, all tasks will be set to Open. You can set a new default status by clicking the checkmark in the Default column. You will also have the option to select a priority when creating a new task.
To create a task priority
In the Advanced menu on the left, click Task Priorities
Click Create Task Priority
Name the priority
Provide an optional description
Choose a colour to represent the priority
Click Save
By default, all tasks will be set as Medium priority. You can set a new default priority by clicking the checkmark in the Default column. You will also have the option to select a priority when creating a new task.
To create a task
In the Advanced menu on the left, click Tasks
Click Create Task
Namethe task
Provide an optional summary
Choose a start date
Set an optional due date
Estimate the number of hours it will take to complete the task
Choose a client and project for the task
Select a status and priority
Choose a task owner. If you want to be notified of task activity, choose “Myself.” You can also assign another member of the project team. If you’re not the task owner, but you want to add time entries, assign yourself to the task in the next step.
Assign task. You will have a list of all employees assigned to the project to choose from.
If you don’t see the user you want to assign to the task, make sure they have been assigned to the project. To assign them to the project, go to Projects then click on the project name to go to the profile page. From the Teams tab, assign the user as a Manger or Resource for the project.
Next Step
Your advanced timesheets are now set up. If setting up Time-Sheet™ for the first time, make sure to review all of the items on the Time-Sheet™ Setup Checklist.
When you’re ready to give users access to Time-Sheet™, click the Roll out to your staff button at the bottom of the account setup checklist. Next time they log in to PurelyHR, they will see the Time-Sheet™ module icon at the top of their screen.
Once employees have access to the module, they can start tracking time. Click for a step-by-step guide to entering time in advanced timesheets.