Update projects and tasks
Follow these steps to update projects and tasks.
- In the Time & Expense Entry screen, select the client and engagement for the time or expense transaction you're entering.
- In theProjectfield, select the project to update.noteThis field is available only if you are licensed for the Project Management module.
- Select
next to the Projectfield.tipIf you want the Task Selection window to open automatically during Time & Expense Entry, selectSetup,User Preferences, then theTime & Expense Entrytab and mark theAuto display Task selectioncheckbox. - Select the task to update.note
- The grid displays only tasks assigned to you. If you would like to see others’ tasks and/or unassigned tasks, mark theShow all taskscheckbox.
- If your firm is licensed for the Staff Management module, the grid also shows tasks from the work queue.
- Make any changes to the project information (priority or tracking status), due date extension, and the actual started and completed dates for the task.
- SelectOK.
