📄️ Reporting on Checklist Items
On Task Type reports, there is a new field in the Task Details section called _CHECKLIST ITEMS_. It’s field description reads “the number of Checklist Items associated with the Task”
📄️ Access, Use and Configure the Checklist Item Board
When you activate the checklist items feature, you’ll have access to the checklist item board where you can manage all your checklist items in one place. This article will explain how to access this board and what you can do with it.
📄️ Creating Tasks and Budgets in AulT&E
Tasks are individual units of work, and they’re an important feature in AulT&E. They make up a project and set a project budget. This article provides detail about tasks: where and why you make them.
📄️ Using Tasks in AulT&E
In AulT&E, tasks are units of work within a project. Your firm may call them something entirely different: “budget items,” “phases,” “work items,” “engagements,” or whatever you’ve decided to call them in your system’s vocabulary settings. No matter how you refer to them, tasks are central to workflow in AulT&E. The more you understand about how to create and track them, the more control you’ll have over budgets, allocations, and project deliverables/deadlines. This article provides an overview of how they are created and managed within the system.
📄️ Your Task Workflow Manager
Access your Task Workflow Manager to add and edit task types, which are values that describe units of work like “sales” or “editorial.” You can also create a task workflow, like “not started” or “in progress,” to describe the evolution of a task. The values you create in the Task Workflow Manager will populate in picklists in your AulT&E environment.
📄️ Assign Tasks in AulT&E
Tasks, or units of work, are an important part of the AulT&E workflow. Tasks make up a project and set a project budget. Plus, tasks benefit both staffers and project managers because:
📄️ Editing Tasks
After creating tasks, you can (and probably find that you want to) edit them to set certain restrictions or allowances, add additional detail, and track completion progress. Here’s a look at AulT&E's options for editing and updating tasks.
📄️ Understand Your Task Dashboard
The Task Dashboard is a project management system designed to help keep you organized and manage projects effectively.
📄️ Customize Your Task Dashboard
Tailor your Task Dashboard so it displays the most relevant information to your firm. In this article, we’ll explain your many customization options, including how to:
📄️ Adding, Editing and Deleting Checklist Items in the Task Tab
When you begin tracking task progress on the project dashboard, you’ll have the ability to create checklist items. Checklist items are designed to be a third level of task tracking; you can add granular detail about assignments, statuses, start/due dates and descriptions to each checklist item. Think of your checklist items as a detailed to-do list: you can mark each once as “complete” once they’ve been finished.
📄️ Use the Task Dashboard Toolbar and Sidebar
Get task-related details by using the toolbar and sidebar on the Task Dashboard. Now you'll have the information you need to stay organized and informed.
📄️ Create Tasks on the Task Dashboard
Most AulT&E users rely on tasks, or units of work, to help stay within budget and meet project deadlines. Use your Task Dashboard to create tasks and add task-related details like budgets, due dates, and assignments.
📄️ Assign Tasks on the Task Dashboard
The Task Dashboard is one of two ways to assign tasks, or units of work, in AulT&E. You can also assign tasks using the Task Editor, located in the Project Dashboard. This article explains how to assign tasks on the Task Dashboard.
📄️ Task Dashboard Grouping/Sorting and Filtering
The Task Dashboard can display a lot of information. It is, after all, an at-a-glance view of all tasks for your firm, regardless of the project. It’s also flexible enough to help you hone in on project specifics. This article explains the grouping/sorting and filtering functions of the Task Dashboard, which you can use in any combination to help you get the information you need.
📄️ Exporting Your Task Dashboard
There are live filtering and grouping/sorting options on the Task Dashboard that all users can apply to get a better sense of where things stand with projects. This might mean filtering on tasks by status or to show individual staffer task assignments by due date. Because these filters are live, they won’t “stick” to the Task Dashboard view, but AulT&E does offer a way to capture these views. Use this step-by-step process to export the Task Dashboard with filters applied.
📄️ Create Budgets by Task on the Task Dashboard
Once you create tasks, you’re ready to add task estimates. This is a valuable step in order to track your team’s progression on a project and to stay on budget.
📄️ Access and Use the Task Editor
Use the Task Editor to add all of your tasks and subtasks. Then, see them all—and their related details, like assignment, hours, and due date—in one window. Think of your Task Editor as a one-stop-shop to add tasks and see project details at at-a-glance.
📄️ Add a Default Tax Item to a Task
If you subtotal invoices by tax or use the line item rate tax invoice style, you can configure AulT&E to automatically apply tax rates to tasks on those invoices. You can set this up by applying a default tax rate to each of your tasks. Follow the steps below to add a default tax item to a task.
📄️ Task Editor Hotkeys
A benefit of the task editor is using hotkeys. This article explains the different key combinations you can use.
📄️ Task Functions in the Task Editor
Edit and add details to the tasks you’ve created. This article will discuss four task functions and how to add details to the tasks you create.
📄️ Subtask Functions in the Task Editor
There are four subtask functions you can use in the task editor. In this article, we'll explain subtask functions and how to add details to the subtasks you create.
📄️ Create Tasks in the Task Editor
Use the Task Editor to add tasks and task-related details all within the same window. This article will show you how to:
📄️ How To Use Overview/Status Feature in the Task Editor
Use the Overview/Status feature, located in the Task Editor, to get basic information for all of your tasks for a specific project. This article will show you how.
📄️ Bulk Actions in the Task Editor
Use the bulk actions feature to apply an action to multiple tasks or subtasks simultaneously. You can:
📄️ Create Subtasks in the Task Editor
After creating tasks, you may find it helpful to create subtasks, or smaller “to do’s,” under a task. For example, the task of writing a press release may include subtasks like interviewing the CEO for quotes and getting images from the marketing executive.
📄️ Send Task Follow Up Notifications
Keeping your staffers apprised of when tasks have been completed will help them see how their projects are progressing and what they need to prioritize next. With AulT&E, you can set up notifications to alert certain staffers whenever a task has been completed. First, let’s activate this feature.
📄️ Use Project Budgets
This article will show you how to use Project Budgets.
📄️ FAQ: Budget Notifications
Budget Notifications keep project leads informed about which projects need attention. This article will answer your commonly asked questions about this feature.
📄️ Reporting on Recurring Tasks
Recurring tasks can be reported on from AulT&E’s Report Center, much in the same way that one-time tasks can. System administrators can customize report settings and filters to display all occurrences or view only the series master.
📄️ Bulk Actions and Workflow Changes
The Task Dashboard offers certain bulk-action controls to system administrators and project managers to help manage tasks as they move through their workflows. These functions allow for ease of use when creating, reassigning, updating, and even archiving tasks.