In the “Create project list/site” field you can define whether you want to manage the project in a separate project list or using its own project site. To add a new project, click on “new item” in the projects list and enter the required information. Use the filters, create new views or export the timesheets to Microsoft Excel to create reports. The work reports contain all of the timesheets for your team. You can compare the planned working time and the actual time worked on a project or work package and adjust the completion percentage to project the amount of time needed to complete the work. Now your team members are able to allocate time to project work packages and common tasks in their personal calendar. Create common tasksĪdd regular common tasks and select the team members that are usually responsible for them. Plan the time needed for a single task to be able to calculate the workload of your team and track the project’s progress. There you can plan your project directly in SharePoint or use Microsoft Project and sync the tasks with SharePoint. If you need a detailed project plan, you can do so by creating a separate project list or even a project workspace.
Schedule projects and create and assign work packages to team members. Otherwise the service type associated with the work package or any other task will be used in the work reports. If you want your team to choose the service types when creating timesheets, display the service type in the personal calendars. Service types can be selected in work packages, common tasks etc. Use service types to categorize the work of your team in order to generate better reports and to distinguish different types of work. Date and actual work in hours: Track time in a list view or the quick edit/datasheet view.Begin and end time: Track time in a calendar view.How a team member creates timesheets can also be configured in the team list. Team members are always referred to by their short name. Team members use this calendar to create timesheets and allocate time to work packages, common tasks or any other kind of task or activity. Saved in XML format, Task Coach files can be imported into a range of other programs, but on its own it does an excellent job of handling both small and large lists of tasks that need to be completed.Add users working on projects to the team list.Ī personal calendar will be created for each team member. Tasks that are created can be assigned a start and end date as well as a priority level and a search facility is on hand to make it easy to track down information that may have been attached to a particular item. The program is capable of handling composite tasks - an entry on a To Do list which is made up of several individual components - which means that it can be used to manage simple tasks and well as more complicated projects. In essence, the program is a simple To Do list manager, but it has been designed with one important idea in mind - one which is all too often overlooked. Many PIMs are also somewhat limited in the way in which they handle the creation of tasks, and this is where Task Coach may be able to help. One option is to turn to a personal information manager (PIM), but these have a tendency to be large, complicated beasts which are overpowered for what they are needed for. Modern life means that most of us have to remember a large number of appointments and deadlines every day of the week, and in many instances a traditional diary or calendar will not suffice.
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