Workflow Manager Users Guide

imageIntroduction
spacer image imageWelcome to WorkflowManager
spacer image imageAbout PortalsXpress
imageGetting Started
spacer image imageProjects, Tasks, and Templates
spacer image imageSettings
spacer image imageSuggestions for Creating a Project Template
imageWorkflow Interface
spacer image imageWorkflowManager Display
spacer image imageCut, Copy, Paste, Copy as Shared
spacer image imageSorting Items
spacer image imageNavigation
spacer image imageTree Control
spacer image imageShortcut Keys
imageUsing WorkflowManager
spacer image imageRecording Time Spent Screen
spacer image imageDifference Between Time Sheet and Time Slip
spacer image imageTime Sheet
spacer image imageTime Slip
spacer image imageRelated Items
spacer image imageRelated Contacts
spacer image imageSaving or Adding Related Items
spacer image imageRelated Forms
imagePadlocks
spacer image imageOverview of Padlocks
spacer image imageApplying, Editing, and Removing Padlocks
spacer image imageEstablishing Padlock Permissions
imageAction Scheduler
spacer image imageAction Scheduler Screen
spacer image imageAction Selector Screen
spacer image imageDelivery as an Action
spacer image imageStart Project as an Action
spacer image imageOpen File or Application as an Action
spacer image imageSelect Contact as an Action
spacer image imagePrint Digital Item for Contact
spacer image imageClose Task or Project as an Action
spacer image imageTransfer Task as an Action
imageTask Scheduler
spacer image imageOverview of Tasks
spacer image imageInbox Screen
spacer image imageGroup Inbox Screen
spacer image imageClaim a Task
spacer image imageTask List Icons
spacer image imageTask Status
spacer image imageAdd New Task
spacer image imageAdd Dependent Task
spacer image imageAdd Task Reminder
spacer image imageTask Assignment
spacer image imageView Task Status
spacer image imageView Task Details
spacer image imageUpdate Status/Transfer Task Screen
spacer image imageRecord Task Time
spacer image imageClose a Task
spacer image imageForward a Task
spacer image imageReply to a Task
spacer image imageSuspend a Task
spacer image imageModify a Task
imageProjects
spacer image imageOverview of Workflow Projects
spacer image imageProjects Screen in WorkflowManager
spacer image imageStart Project Screen
spacer image imageStarting a Project
spacer image imageStarting a Sub-Project
spacer image imageSchedule Project Start Time
spacer image imageView Project Details
spacer image imageRecord Project Time
spacer image imagePerpetual Project
spacer image imageProject List Icons
spacer image imageSuspend a Project
spacer image imageDelete a Project
spacer image imageCanceling a Project
spacer image imageOverview of Project Templates
spacer image imageProject Template Screen
spacer image imageCreate New Project Template
spacer image imageModify Existing Template
spacer image imageView Template Details
spacer image imageCopy Existing Template
spacer image imageCopy as Shared
spacer image imageImporting or Exporting a Project Template
spacer image imageNew Template Folder
spacer image imagePersonal Assistant
spacer image imageProject Reports
spacer image imageActive Tasks Report
spacer image imageCreated Projects Report
spacer image imageEstimated Hours by Resource Type Report
spacer image imageGeneral Project Information Report
spacer image imageProject Detail Report
spacer image imageGeneral Information Tab
spacer image imageBudget Information
imageTokens
spacer image imageInsert Token
spacer image imageLink Token
spacer image imageProgress/Notes Screen
spacer image imageOffice-Wide Group
spacer image imageTray Icons
spacer image imageResolving a Critical Error
spacer image imageWeb Based Experience
imageInstallation
spacer image imageSystem Requirements
spacer image imageInstalling
spacer image imageUninstalling
spacer image imageCreating a Password
spacer image imageChange your Password
imageSubscription
spacer image imageSubscribe Now
spacer image imageGet More Storage
spacer image imageEnabling Document Indexing
image
spacer image imageIntegration with Messenger
spacer image imageIntegration with Contact Manager
spacer image imageIntegration with Document Manager
imageUsing Help
spacer image imageCustomer Service
spacer image imageContext Sensitive Help
spacer image imageUser Guides
imageGlossary of Terms
imageLicensing

Using WorkflowManager - Time Sheet

General information
The Time Sheet screen displays a list and a total of time entries for a task or a project. It can be used as a data collection area for the actual time that was spent on a task.

The Time Sheet can be accessed while in any screen of WorkflowManager and is generally used to enter time spent on a task at some point in time after the work has been completed. In other words, you may prefer to use the Time Sheet input screen if you wish to enter your time spent information for all tasks worked on at the end of the day and not as each task is completed.

Using the Time Sheet you can:

  • Enter the time spent on a task or project.
  • View a list of your time spent entries for a specific date.


Time Sheet display
The Time Sheet screen display includes:
  • Any comment that has been entered for the specific task or project.
  • The time entry for the specific task or project. The minutes display is presented as a decimal. For example, 1 hour and 30 minutes is displayed as 1.5 hours.
  • The name or the task or project.


Entering time spent information in the Time Sheet screen

Method One
  • Click on the WorkflowManager pull-down menu and select View Time Sheet.
  • Click on the "New Entry" line in the large input area and enter the name of the task or project that is associated with the time spent entry.
  • Use the Enter key to navigate to the next field.
  • Enter the time in hours, for example 15 minutes is 0.25 hours.
  • Use the Enter key to navigate to the next field.
  • Select specific task or project from the drop-down list provided.
  • Use the Enter key to record the entry. Repeat these steps for additional time spent entries.
  • Click the OK button.


Method Two
  • Click on the WorkflowManager pull-down menu and select View Time Sheet.
  • Select the appropriate date for your time entry in the Date field. The program defaults to your current computer system date.
  • Click on the "New" button.
  • The Record Time Spent screen is displayed.
  • Select the specific task or project for the time spent input from the Type field list.
  • Click to select either the "Time Spent" or "Worked on From" data input preference and enter the appropriate time slip information.
  • Input in the Notes field is optional but it allows you to enter a note (explanation or comment) that is related to the task.
  • Click the OK button.


Deleting a time spent entry in the Time Sheet screen
  • Click on the WorkflowManager pull-down menu and select View Time Sheet.
  • Select the appropriate date in the Date field.
  • Click to select the specific task or project.
  • The Record Time Spent screen is displayed.
  • Click the "Delete" button.
  • Click the OK button to return to your previous screen in the program.


Viewing the details of a time spent entry in Time Sheet
  • Click on the WorkflowManager pull-down menu and select View Time Sheet.
  • Select the appropriate date in the date field.
  • Click to select the specific task or project.
  • Click the "Detail" button.
  • The Record Time Spent screen with the original time data input is displayed.


Viewing a list of time spent entries per day
  • Click on the WorkflowManager pull-down menu and select View Time Sheet.
  • Select the appropriate date in the date field and view your time spent entries for that specific day.