Projects - Progress/Notes Screen
General Information
The Progress/Notes screen displays a chronological list of
the general history (progress notes and comments) of the
current task or project. It is available at the project,
template, and task level. It also allows you to add a new
note to the current task or project, and provides print
capability. You can view the details of the notes in the
bottom pane of the screen.
This screen displays the notes that are automatically entered
by WorkflowManager and any that are manually entered.
To access the Progress/Notes Screen This screen is
available as a tab in the Task Details screen, the Project
Details screen, and the Project Template creation screen.
While in one of these areas of WorkflowManager, click on the
"Progress/Notes" tab to access the screen.
To add a new note do the following:
- Click on the "New" button.
- The Record Time Spent screen is displayed.
- At the Notes input area, type your comment for the task
or project.
- Optionally, times spent entries for the task or project
may be entered also.
- Click the OK button
To view or the detail of a note or notes, click to select the
note(s) in the list on the top pane of the screen. The
details are automatically displayed in the bottom pane of the
screen.
To print the progress notes and history of a task or project
click to select the note(s) in the list on the top pane of
the screen then click on the "Print" button in the
Progress/Notes screen.
Filtering notes at the project level
While in the Progress/Notes screen for projects, the list
displays notes for the current project and its tasks. To
toggle the display to include or to not include the notes for
the associated tasks, click on the task filter button in the
upper right of the screen.
The program's default setting is to display the notes for the
associated tasks; however, the choice is yours.
The task filter button is not applicable to the
Progress/Notes screen for tasks.
Introduction
Welcome to WorkflowManager