Task Groups

You can group Tasks into categories that represent the type of work performed within your company.

For example, if your company constructs buildings, you can have a category for each major type of task and list the different sub-tasks below each major category.

 

• Pre-construction Tasks
  • Estimating
  • Permit Applications
  • Budgeting
  • Surveying
• Site Preparation Tasks
  • Excavation
  • Utility Installation

To add a new Task Group:

• Click Attendance, then click Task Groups in the main menu.
• Click New in the button bar.
• Complete the fields in the Task Group tab. There are only two fields.
• Click Save in the button bar to save your changes, or click Cancel to discard.

See the Basic Operation section for details on viewing, adding, editing and deleting.

 

Task Group Tab FIELD DESCRIPTION Parent Select the parent category. If this is your first task group entry, you can only choose Root from the Parent drop-down. As you add more task groups, you can choose one group to be the Parent for another group. You can continue to add and nest these groups beneath one another to reflect the work in your organization. Name Enter a descriptive name for the task group.