Managing Projects & Assignments
Find out how actiTIME works at our online demo:actiTIME Demo
Time is entered against tasks. They make up the lowest level of the work structure in actiTIME. You can use the default level name or set up a custom name in the Settings > General Settings interface.
The Tasks tab is the main interface where you can see and manage tasks available to you. Your available work scope can be broken down into two types:
In the Tasks tab, you can switch between list view and Kanban board by clicking the relevant icon next to View mode:
In the List view, you can:
On the Kanban board, you can:
In actiTIME there are two ways to create new tasks:
Click on “+ Add New Tasks” and select “New tasks”, select “Create new tasks”, and fill in the list with task names and details: estimates, deadlines, and types of work. Also select here customer and project to associate the tasks with (or create new customers and projects directly from this interface).
Selecting the checkbox in the rightmost column will add the recently created task to your Enter Time-Track interface.
This option is convenient if you need to create many tasks and don’t want to enter each of them manually.
Click on “+ Add New Tasks” and select the “Import Tasks from CSV” option
Prepare a file according to our template (you can download it in the interface), save it in UTF-8 or UTF-16 encoding, and drag-and-drop the file into the upload area. Your time-track structure will be imported.
Basic task parameters (such as estimates or deadlines) can be edited directly from the tasks list. To access additional details, click on the task name to open the settings panel.
In the Task Settings, you can review and edit the following information:
In addition to this information, you will also see:
Finally, you can perform certain actions on tasks one by one or in bulk:
1. Managing tasks one by one. In the task properties panel, click “Actions” to open the following options:
Be careful when deleting tasks. This action cannot be undone. The task is deleted with all time records submitted for it by all users.
2. Managing tasks in bulk. Close the task properties panel and go back to the List view or Kanban board. Pick the required tasks by ticking the checkbox and select one of the options:
What if I can’t see a customer, project or task in the Tasks interface?
How can I control work progress for specific tasks?
In the Notifications section, you can set up email alerts on upcoming deadlines or worked out task estimates.