Find out how actiTIME works at the online demo sites. There is no registration needed — you will be able to log in as one of the pre-configured users.
User Guide
Task, Project, and Customer Management
Section contents
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Overview
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Project & Customer Management
- Browse Active Projects and Customers
- Edit Project & Customer Descriptions
- Create New Customer
- Create New Project
- Edit Information of Active Customers
- Edit Information of Active Projects
- Archive Projects & Customers
- Browse Archives
- Edit Information of Archived Customers
- Edit Information of Archived Projects
- Restore Projects & Customers from Archives
- Delete Projects & Customers
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Task Management
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Overview
Task, Project, and Customer Management includes the following activities:
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- Registering new customers and projects
- Browsing active and archived customers and projects
- Editing information of registered customers and projects
- Archiving customers and projects and restoring them from archives
- Deleting customers and projects
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- Creation of new tasks
- Browsing open and completed tasks
- Editing task information
- Completing and re-opening tasks
Note that in User Guide the default names for the time-track hierarchy levels are used:
- Top level: 'Customer'
- Middle level: 'Project'
- Time entry level: 'Task'
You can change the default names of the hierarchy levels in the general system settings. See the Adjust General System Settings section for more information.
To access the interfaces for Task, Project, and Customer Management use top-level menu option 'Tasks'.
There are two (2) access rights defined for Task, Project, and Customer Management:
- Manage Customers, Projects & Tasks
- Enter Time-Track
Users who have 'Manage Customers, Projects & Tasks' access right can access all system interfaces related to task, project, and customer management. Grant this access right to those users who are responsible for project/task management in your organization. For example, you can grant them to project managers.
Users who have 'Enter Time-Track' access right only are allowed to browse tasks and modify task comments, but are not allowed to modify other task information. Moreover such users will not see the project & customer management interfaces at all.
Note that users having none of these access rights will not see any of the task, project & customer management interfaces.
See User Management section for information on how to grant access rights to system users.
See Also
Online Demo
Installation Options
With actiTIME you may choose a deployment option that better suits your needs.
Support
- Leave a voice mail: +1 (877) 5715365
- Request support via email