Working with Work Records in Tasks

After working on a task or sub-task, you should add a work record to indicate what was done and the time spent. For example, if you work on a task for one hour on Day one and for three hours on Day two, you would enter two work records, one for each day. You can edit or delete previously entered work records

Note: After you have added a work record to a task, you cannot create sub-tasks for that task.

Adding a Work Record to a Task

To add a work record to a task, do the following:

  1. Select a folder from the folder tree and click the Task tab in the upper pane.

  2. Do one of the following:

    • Double-click a task or sub-task in the Task pane. The Task Properties dialog box displays. Click Add on the Work page.
    • Select a task and choose Task > Add Work.

    The Work Record dialog box opens and displays your User Name in the list at the top.

  3. Click the Date button and select a date for the work record.
  4. Type the number of hours worked in the Work field.
  5. Type the number of hours it will take to complete the task in the Remaining Work field.
  6. Type comments about the progress that has been made in the Comments field.
  7. Click OK.

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Editing a Work Record for a Task

To edit a work record on a task, do the following:

  1. Select a folder from the folder tree and click the Task tab in the upper pane.

  2. Do one of the following:

    • Double-click a task or sub-task in the Task pane.
    • Right-click a task or sub-task in the Task pane and choose Properties

    The Task Properties dialog box displays.

  3. On the Work page, select a record from the Work Records list and click Edit.

    The Work Records dialog box opens.

  4. In the Work Records dialog box, make any changes to the work record.
  5. Click OK.

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Deleting a Work Record from a Task

To delete a work record from a task, do the following:

  1. Select a folder from the folder tree and click the Task tab in the upper pane.

  2. Do one of the following:

    • Double-click a task or sub-task in the Task pane.
    • Right-click a task or sub-task in the Task pane and choose Properties

    The Task Properties dialog box displays.

  3. On the Work page, select a record from the Work Records list and click Delete.
  4. The message, Delete Work Record? appears. Click Yes to confirm the deletion.
  5. Click OK.

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