Creating and Managing Tasks in Projects

• Task Statuses – Categorize a task’s progress (e.g., Open, In Progress, Completed).
• Task Priorities – Indicate the task’s importance (e.g., High, Medium, Low).

We’ve provided a list of pre-loaded statuses and priorities that you can edit, disable, or delete (except for a few mandatory ones).

1. Creating Task Statuses

1. Go to Advanced → Task Statuses.
2. Click Create Task Status.
3. Enter the status name.
4. (Optional) Add a description.
5. Click Save.

Note:

• By default, all tasks are set to Open.
• To change the default status, click the checkmark in the Default column.
• You’ll be able to select a status when creating new tasks.

2. Creating Task Priorities

1. Go to Advanced → Task Priorities.
2. Click Create Task Priority.
3. Enter the priority name.
4. (Optional) Add a description.
5. Choose a colour to represent the priority.
6. Click Save.

Note:

• By default, all tasks are set to Medium priority.
• To change the default priority, click the checkmark in the Default column.
• You’ll be able to select a priority when creating new tasks.

3. Creating a Task

1. Go to Advanced → Tasks.
2. Click Create Task.
3. Enter the task name.
4. (Optional) Add a summary.
5. Choose a start date.
6. (Optional) Set a due date.
7. (Optional) Estimate the hours required to complete the task.
8. Choose a client and project.
9. Select a status and priority.
10. Assign 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 are not the task owner but want to log time, you must assign yourself to the task in the next step.

4. Assign task members:

• Select from the list of employees assigned to the project.
• If a user is missing, make sure they’re added to the project:
  • Go to Projects → click the project name → Teams tab → assign the user as a Manager or Resource.

Next Steps

Your Advanced Timesheets are now set up.

If this is your first time setting up Time-Sheet™, review the full Time-Sheet™ Setup Checklist.

When ready to give users access:

1. Click Roll out to your staff at the bottom of the setup checklist.
2. The next time they log in to PurelyHR, they’ll see the Time-Sheet™ module icon at the top of their screen.

Once employees have access, they can start tracking time.