Add a New Task
•Next to the Activity tab, select the Task Tracker tab.
•In the top right, click "Add Task".
•The naming convention of Tasks are as follows: [The name of the software], space, [the work that is being done], space, dash, space, [and the task that's being added]. For example: “WFR, space, Consulting, dash, TLM”.
•Set the assigned consultants as they are the ones that can book time to this task.
Make sure that you have added the consultants to the Project first (in the Activity page), otherwise there will be nothing to select from in the drop-down.
It's not expected that the PMs will be booking time to the consulting modules, instead they will book their time to the project management task.
•In the Status column, select the suitable option from “Not started”, “Started”, “Needs info” or “Completed”.
•The Start Date and the Due Date is the same as the project.
•Once this is done, select the panel icon next to the Task name.