Professional Documents
Culture Documents
our instructor will guide you through the objectives and give examples
Y
throughout the course. Follow along as the instructor demonstrates AtTask
using a real-life scenario.
ait until the instructor gives you directions to begin the simulated
W
exercises. Once you understand the concepts, you will be able to complete
the exercises.
Objectives
his training is objective based. Each chapter begins with an objective and
T
explains the specific skill or process you will be able to accomplish once
you complete this course.
Scenario / Simulation
t the end of each chapter, you will have the opportunity to practice what has been
A
taught in a simulated environment. It is recommended you complete all
exercises to allow the instructor to see if there are concepts that need to be
discussed further.
he scenarios present a possible real life use case that relates to the topic
T
discussed. Instruction for the course will follow this scenario.
Table of Contents
Chapter 1 - The Work Management Lifecycle
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Work Management Overview
Chapter 5 - Finance
Project Override Rates
Expenses
Billing Records
Chapter 3 - Resources
AssignING Job Roles
Team Builder
Multi-Person Updates
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13
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17
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19
21
24
25
26
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My AtTask Application
Copying and Moving Tasks
Creating an Issue
Converting an Issue to a Task
Converting an Issue to a Project
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49
51
55
57
58
59
62
65
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70
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31
36
39
41
42
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Queues &
Routing
Rules
WORK
REQUESTS
Tracking &
Status
Prioritization
Framework
Goals &
Initiatives
Team Workload
& Capacity
Work Automation
Centralized Repository
Milestones &
Approvals
WORK
PLANNING
WORK
COORDINATION
WORK
COLLABORATION
WORK
ACCOUNTABILITY
Resource &
Work Modeling
Task Assignments
Work Spaces
TEAM WORK
Achievements
& Results
Recognition &
Rewards
Reporting &
Dashboards
Chapter 1
The Work Management Lifecycle
WORK
REPORTING
Objectives
Individual &
Team Insight
Work Management
Overview
As a Manager, you make sure you understand each job
preformed in the Work Management Lifecycle and how it fits in
your organization.
Chapter 2
Project and Tasks
Objectives
After completing this chapter, you will be able to:
My AtTask Application
Storyline
Marketing
IT
PMO
SCENARIO
Your Executive Team has decided to install a
new phone system. You will create a project
and call it New Phone System.
Project Creation
To Create a New Project
1.Locate the projects area in the
Navigation Menu.
2.Under the Projects tab, locate the New
Project sub-tab.
3.Select the New Project option.
4.Give the Project a name.
5.Click the Project Details tab, and then
select Edit Overview. Set the fields for
the project, including status, start dates,
groups, etc.
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Practice Exercises
11
My AtTask Application
Creating a Project
Marketing
IT
PMO
Primary Audience
Director of IT
Top Pains
12
To Create Tasks:
1.Navigate to a project.
2.Under the Tasks tab, click the Start Adding Tasks
option.
3.Click the cell in the Task Name column, and type a
name for the task.
4.Enter the necessary attributes in corresponding
columns. All fields are in-line editable.
5.AtTask will display up to seven levels of child tasks.
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Edit a Task
To edit a task
1.Highlight a task by clicking on the task number. All fields
are in-line editable.
2.Select the field to edit.
3.Begin typing the changes in the field. Those changes
will auto save when you click away from the field.
Complete any other necessary information fields.
If a task is directly selected, AtTask will navigate to a screen that
allows users to edit that individual task. Click the task details
tab and then Edit Overview to update the task name, percent
complete, or duration.
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Bulk Edit
If necessary, bulk edit several tasks at once. Multi-select tasks to
edit and select the Edit button.
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Task Management
To Delete Copy or Move a Task
1.Select the task to delete, click the More drop-down
button and choose Delete. A warning will appear to
ensure that deleting this task is what you want to do.
2.Select Move to to move a task to a different project.
3.Type the name of the project in the destination field.
4.Select Next Step to go to the Options page. Choose to
clear items associated with the task.
5.Click Next Step again to select a parent task if required.
6.Select Copy to to copy this task.
The options are the same for copying a task as they are for
moving a task to a different project.
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Smart Assignments
Occasionally it may be necessary to reassign a task or issue.
AtTask provides you with an easy and intuitive method for
task assignment.
To reassign a task
1.Highlight a task by clicking on the task number. All
fields are in-line editable.
2.Select the Assignments field. A drop-down box
appears listing the top recommendations for the task
in descending order.
3.Below the name of each recommended person is
a color bar representing the persons allocation,
expressed as a percentage. The differences in color
and shading provide a visual representation of actual
and projected allocation based on the selected task,
along with a projected percent.
4.Click on a person in the list or type in the name of
another person to reassign the task.
If you decide to assign a task to someone who will become
over-allocated as a result, a notification will appear next to
their name in the task list. You can hover over the notification to see the total percentage allocated and you have the
option to view all of the assignments.
This process ensures you make the best decision and
assign the work to those who are most able to complete the
assignment.
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Working on Calendar
If you choose to view a persons work assignments from a task or
issue list, you will be directed to the Working on Calendar. This calendar provides you with a simple view of everything being worked
on by the person as well as that persons team. Allocated time includes work assignments, personal tasks, issues, and time off. Work
assignments can be balanced throughout a team by dragging and
dropping tasks on the calendar.
Each task is represented as a color that is tied to a project. These
colors may not currently be customized. The shading in each task
represents the percent complete.
You are able to click and drag tasks in the calendar as long as you
stay within the tasks constraint. Hovering over a task displays the
projected dates.
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Recurring Tasks
Once tasks have been created, they show on the project plan.
The tasks can now be moved, predecessors established or other
project planning components set.
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Finish-Start (fs)
Finish-Finish (ff)
Start-Start (ss)
Scheduled-Start (sd)
Start-Finish (sf)
Predecessors
Chapter 2Predecessors
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Chapter 2Predecessors
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My AtTask Application
Creating a Project
Marketing
IT
PMO
Primary Audience
Director of IT
AtTask Tool
Primary Benefit
23
Constraint Value
Abbrevia-
Description
tion
As Soon As
Possible
ASAP
Places the start date and time of the task at the planned start date of
the project. When a predecessor is used, the task start date is placed
as close to the project planned start date as possible. This is the
default constraint if a project uses a schedule mode of Schedule from
Start Date.
As Late As
Possible
ALAP
Places the finish date and time of the task at the planned completion
date of the project. When a predecessor is used, the task finish date
is placed as close to the project planned completion date as possible.
This is the default constraint if a project uses a schedule mode of
Schedule from Completion Date.
Earliest Available
Time
EAT
This constraint acts just like the ASAP constraint except in certain
extremely rare situations; we recommend using ASAP instead of this
option.
Latest Available
Time
LAT
This constraint acts just like the ALAP constraint except in certain
extremely rare situations; we recommend using ALAP instead of this
option.
Start No Earlier
Than
SNET
The task is scheduled to start at any time AFTER the date that you
specify. So if you pick April 15 as a constraint date, the task needs to
start any time after April 15.
Start No Later
Than
SNLT
The task is scheduled to start at any time BEFORE the date that you
specify. So if you pick April 15 as a constraint date, the task needs to
start any time before April 15.
Finish No Earlier
Than
FNET
The task is scheduled to finish at any time AFTER the date that you
specify. So if you pick May 20 as a constraint date, the task needs to
finish any time after May 20.
Finish No Later
Than
FNLT
The task is scheduled to finish at any time BEFORE the date that you
specify. So if you pick May 20 as a constraint date, the task needs to
finish any time before May 20.
Must Start On
MSO
The task must start exactly at the time and date that you specify. The
duration of the task determines the Planned Completion Date.
Must Finish On
MFO
The task must finish exactly at the time and date that you specify.
The duration of the task determines the Planned Start Date.
Fixed Dates
FIXT
You specify the exact start and end dates in the Planned Start Date
and Planned Completion Date fields. This selection determines the
duration of the task.
Task Start/Finish
When you create a task, you must select a
Start/Finish value so AtTask can put the task in
its proper time frame on the project. Users may
want certain tasks done as quickly as possible,
but other tasks may need to be reserved until a
certain date. Start/Finish allows this to happen.
Depending on the Start/Finish chosen,
users may have to indicate a Planned Start,
Completion, both start and completion dates,
or none at all.
The table lists possible constraint values with
their abbreviations.
To Set a Start/Finish
1.Select the task where you need to add a
constraint.
2.Select the Task Details tab.
3.Click the Start/Finish drop-down and
then select from the list.
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Lag Types
Description
Days
Calendar
Days
The lag time is expressed as calendar days, including weekends and holidays.
Percent
Day of
Week
The dependent task can start on the specified day of the week
following the completion of the predecessor task.
Day of
Week
(Nonzero)
Lag Types
A lag is a delay in time that must occur after the completion of
an enforced predecessor task and before the dependent task can
begin.
For example, if you use a Finish-Start dependency type and you
want the dependent task to start one day after the predecessor task
completes, then you can set the lag time to one day by putting a 1
in the lag field and selecting day as the lag type.
You can also use a negative number, such as -1 days, if you
want the dependent task scheduled to start one day before the
predecessor task ends.
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Practice Exercises
27
Chapter 3
Resources
Objectives
After completing this chapter, you will be able to:
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My AtTask Application
IT
PMO
Primary Audience
Top Pains
29
SCENARIO
It is time to decide who is going to be on the New Phone System
project team. You need to include resources that will best fit the
needs of the project and who will fill both the general and the specific
skill-sets necessary to complete task assignments.
The Team Builder tool helps you assign users to tasks based
on their scheduled availability. This lesson will introduce the
Team Builder interface and includes:
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Team Builder
User Panel
The interface is divided into four major areas; users and their
work schedules are displayed in the upper panels with Tasks
and Task schedules in the lower panels.
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Note:
When assigning users to Tasks, it is important to assign users
with a full license. If you have a Collaboration License and
assign a Review users (which you can) they will not be able to
mark an item as complete. They will not receive a notification
they were assigned a task.
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Multi-Person Updates
Users are able to send updates to multiple people, including
whole teams, departments, or any list of individul users. There
are a couple of ways to take advantage of this feature:
The update button is also available on any list of users including search results and user reports. You can select
any person and send an update from AtTask. An email
and notification are send and the comment appears on
the stream in your profile.
My AtTask Application
IT
PMO
Primary Audience
AtTask Tool
Team Builder
Team Builder
Team Builder
Primary Benefit
37
Practice Exercises
NOTE:
Assigning a user to the project team from
the Group or All tab requires the appropriate
access level. If you have appropriate access,
the user will automatically be added to the
project team.
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Chapter 4
Work Collaboration
Objectives
After completing this chapter, you will be able to:
Reassign tasks
Make updates
39
My AtTask Application
Work Processing and Collaboration
Marketing
IT
PMO
Primary Audience
Top Pains
40
Reassigning Tasks
Occasionally a task may need to be reassigned to a different
team member.
To Reassign a Task
1.Navigate to the task that needs to be reassigned. View
who is currently assigned to the task. The resource grid
appears as a light box.
2.Select the Reassign option.
3.Type the name of the person to reassign the task to.
4.Click Assign.
The task is now unassigned to the previous individual, and
reassigned to the new person. The previous individual will get a
notification that a task is no longer assigned to them. The new
assignee will see the task appear in their Work Requests.
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Updates on Projects
Making updates to tasks helps the Project Manager get a feel for
how a project is progressing. It is important that regular updates
are made on assigned tasks.
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My AtTask Application
Work Processing and Collaboration
Marketing
IT
PMO
Primary Audience
AtTask Tool
Primary Benefit
46
Chapter 5
Finance
Objectives
After completing this chapter, you will be able to:
Track expenses
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Practice Exercises
50
Expenses
AtTask allows tracking expenses for projects and tasks. If
expenses need to be logged to a project, the Project Manager
enters them. However, expenses are recorded on individual
tasks, managers may choose to have Team Members log
expenses. Users have the option to record negative expeneses
as well.
Project Expenses
To Manage Expenses on a Project
1.Navigate to a project.
2.Select the More tab, and then select Expenses.
3.Select the Add an Expense button.
4.A light box appears where expense information is added.
5.Include an expense description in the Description field.
6.Enter the Task name in the Task Field.
7.The Expense Type drop-down shows various expense
categories. Expense Types are simply different
categories of expenses that can be accrued.
Add additional expenses by clicking Save and Add Another.
If applicable, be sure to enter a date when the bill was paid. In
order to have the expense appear when creating a billing record,
mark the billable check-box. This indicates that the expense
should be billed to a third party.
Users may also check the Reimbursable check-box. Be sure to
save updates.
Chapter 5Expenses
51
Task Expenses
To allow Team Members to update expenses on a task, make
sure AtTask is configured correctly. Team members will need to
have access to make these updates. A Team Member will be able
to add expenses via timesheets, if this options is enabled.
Chapter 5Expenses
52
To Update Expenses
1.Navigate to a project or task and click the Expenses tab.
2.Click the check box of the expense you want to update.
3.The expenses added earlier will show. Make the
necessary updates in-line or add expenses at this time.
Changing Currency
AtTask allows currency rates to be modified using the view drop
down. A Change Currency view can be added and customized
by the System Administrator. Once this is done, toggle between
currencies and see them exhibited differently in a report.
Select the View drop down and click Change Currency.
A fly out menu will appear to select the desired currency for the
report.
Chapter 5Expenses
53
Practice Exercises
Chapter 5Expenses
54
Billing Records
Billing records are generally used to take hours recorded in
AtTask and create invoices in an external financial system.
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Practice Exercises
56
Chapter 6
Work Processing
Objectives
After completing this chapter, you will be able to:
57
My AtTask Application
Creating a Project
Marketing
IT
PMO
Primary Audience
Director of IT
Top Pains
AtTask Tool
Primary Benefit
58
59
Moving Tasks
If a task needs to move from one project to another, hours
logged to that task move as well.
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Creating an Issue
Often unplanned events affect the team and the project as a
whole. These outside events can become issues and, if not
resolved, may be detrimental to the projects progress.
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Converting an Issue to a
Task
There will be times when an issue becomes severe enough that
it evolves into a task. It may even evolve into an entire project. If
this is the case, then convert that issue to deal with it in a more
strategic way.
1.Navigate to a project with an issue that needs to be
resolved. Locate the Issues tab.
2.Click the issue to convert.
3.Locate the Issue actions drop-down.
4.A light box appears to insert the information necessary
to turn the issue into a task.
5.Make sure the Keep the original issue and tie its
resolution to this task option remains selected so the
issue isnt deleted when converted.
6.The Allow Jennifer Campbell to have access to this task
option will add the person who created the issue to the
project team, if that person is not already on the team. In
this case, Jennifer.
7.Make other changes, as needed, and click Save
Changes.
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Converting an Issue to a
Project
1.Click the issue you want to convert.
2.Select the Issue Actions drop-down.
3.A fly-out menu will appear.. Choose to convert the issue
to a new project or select an existing project.
4.Complete the necessary fields and click Save when
finished.
The Keep the original issue and tie its resolution to this project
and the Allow Jennifer Campbell to have access to this project
boxes are selected by default. Complete the fields the same as
you would when you convert an issue to a task. Users will be
able to assign a project owner, a group, and use a Template if
needed.
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My AtTask Application
IT
PMO
Primary Audience
IT Project Manager
AtTask Tool
Primary Benefit
67
Practice Exercises
Chapter 6Converting
Chapter 6Practice
an Issue toExercises
a Project
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ChapteR 7
AtTask Support & Services
Objectives
After completing this chapter, you will be able to:
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Education
Services
onDemand Learning
AtTask is now offering a variety of
eLearning courses to help optimize
your use of the product and really drill
down into the core functionality that
will make work easier for you and your
organization.
New courses are being added all the time
so check back often to see what is new.
Webinars
Webinars are live, instructional sessions
designed to provide information for up
to one hour.
Webinars are topic-specific, they are
available to anyone who would like to
attend. They are free of charge.
You can find a list of upcoming webinars
and recordings of past webinars on the
community site.
Visit: community.attask.com/webinars
ChapteR 7 Education
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Support
Services
AtTask offers four customer support plans,
ensuring you receive the level of support
that is appropriate for your business.
Support plans can be adjusted at any time.
Online Help Desk: 24x7
Phone Support: Sunday 8pm Friday 8pm
(Eastern Time)
Telephone: 801-373-3266 opt. 2
Toll Free: 866-441-0001 opt. 2
Visit the Community Site for release notes
and additional support guides.
ChapteR 7 Support
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Consulting
Services
The AtTask roadmap for success follows this
simple formula:
Success = Realistic Scope + Right Resources + Achievable timeline
ChapteR 7 Consulting
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Customer Success
Program
The customer success program puts you, the
AtTask user, at the forefront of the AtTask business
model. Our customer success consultants
connect and engage with you to ensure you
receive maximum value from the AtTask platform
by providing additional resources and expertise
tailored to your AtTask solution.
Conference calls
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