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 Slip

General information
The Time Slip screen resembles a time tracking card and is a data collection area for the actual time that was spent on a specific task or project. Since data input in the Time Slip screen is associated with a specific task, this input screen is generally used when entering the time spent on a task at the time that the work has been completed as opposed to at the end of the day.

Using the Time Slip you can:

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


Time Slip display
The Time Slip screen display includes:
  • Time entry date
  • Time spent 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.
  • Name of the resource (individual)
  • Any comments that have been entered for the specific task or project.


Entering time spent information in the Time Slip screen
Method One
  • For a task access the Inbox screen, and for a project access the Projects tab.
  • Select the individual task or project for the time entry.
  • Click on the "Time Slip" toolbar icon.
  • The Record Time Spent screen is displayed.
  • Click on the "New Entry" line in the large input area.
  • The current date is automatically entered in the first column and the cursor is taken to the next column.
  • Enter the time in hours, for example 15 minutes is 0.25 hours.
  • Use the Enter key to navigate to the next field.
  • WorkflowManager automatically updates the "reference" field based upon the login ID of the computer workstation.
  • Enter an explanatory comment for the task.
  • Click the OK button.
Method Two
  • For a task access the Inbox screen, and for a project access the Projects tab.
  • Select the individual task or project for the time entry.
  • Click on the "Time Slip" toolbar icon.
  • The Record Time Spent screen is displayed.
  • Click on the "New" button.
  • Select the appropriate date in the Date field.
  • The program defaults to your current computer system date.
  • The program defaults to either Task or Project in the type field.
  • 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 or project.
  • Click the OK button.


  • Deleting a time spent entry in the Time Slip screen
    • For a task access the Inbox screen, and for a project access the Projects tab.
    • Select the individual task or project for the time entry.
    • Click on the "Time Slip" toolbar icon.
    • The Record Time Spent screen is displayed.
    • Click on the "Delete" button.
    Viewing details of a time spent entry in the Time Slip screen
    • For a task access the Inbox screen, and for a project access the Projects tab.
    • Select the individual task or project for the time entry.
    • The Record Time Spent screen is displayed.
    • View the details of the time slip entry for the task or project.