Difference between revisions of "How do I Set up Task Types?"

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== Summary ==
 
== Summary ==
The following article explains how to create or edit task types for {{PP}} - Tasks Outstanding.  
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The following article explains how to create or edit task types for {{PP}} - Tasks Outstanding.
  
 
== More Information ==
 
== More Information ==
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* Either click {{Button|Add}} or press {{KeyPress|F6}} to create a new task or highlight an existing task and click {{Button|Edit}} or press {{KeyPress|F5}} to edit a task.
 
* Either click {{Button|Add}} or press {{KeyPress|F6}} to create a new task or highlight an existing task and click {{Button|Edit}} or press {{KeyPress|F5}} to edit a task.
 
* Move the cursor to the {{DataPrompt|Type}} field and press {{KeyPress|C-F1}} to bring up the Task Type Search window.
 
* Move the cursor to the {{DataPrompt|Type}} field and press {{KeyPress|C-F1}} to bring up the Task Type Search window.
* Press {{KeyPress|F6}} or click {{Button|Add}} to create a new Type.  
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* Press {{KeyPress|F6}} or click {{Button|Add}} to create a new Type.
** To edit an existing code click {{Button|Search}} and {{Button|Edit}} on the code to amend.  
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** To edit an existing code click {{Button|Search}} and {{Button|Edit}} on the code to amend.
 
* Enter a three character code in the {{DataPrompt|Task Type}} field.
 
* Enter a three character code in the {{DataPrompt|Task Type}} field.
 
* Enter a suitable {{DataPrompt|Description}}.
 
* Enter a suitable {{DataPrompt|Description}}.
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* [[How do I View and Edit Existing Tasks in Personnel Planning?]]
 
* [[How do I View and Edit Existing Tasks in Personnel Planning?]]
 
* [[How do I Set up a Task Status?]]
 
* [[How do I Set up a Task Status?]]
 
  
 
{{KB_Tags|task, type, personnel, planning, tasks, outstanding}}
 
{{KB_Tags|task, type, personnel, planning, tasks, outstanding}}

Latest revision as of 05:29, 12 October 2021

Summary

The following article explains how to create or edit task types for Personnel Planning - Tasks Outstanding.

More Information

  • Go to " Personnel Planning Tasks Outstanding".
  • Either click [Add] or press <F6> to create a new task or highlight an existing task and click [Edit] or press <F5> to edit a task.
  • Move the cursor to the "Type" field and press <Ctrl+F1> to bring up the Task Type Search window.
  • Press <F6> or click [Add] to create a new Type.
    • To edit an existing code click [Search] and [Edit] on the code to amend.
  • Enter a three character code in the "Task Type" field.
  • Enter a suitable "Description".
  • If you wish to colour code the task types, click the box next to "Text" to change the text colour or the box next to "Background" to change the background colour of the task type.
  • Click [Done] and [Accept].

See also


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Keywords AND Misspellings
task, type, personnel, planning, tasks, outstanding
Tags

PP01