Task, Project, and Customer Management
Section contents
Overview
Task, Project, and Customer Management includes the following activities:
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 three (3) access rights defined for Task, Project, and Customer Management:
- Manage Customers & Projects
- Manage Tasks
- Enter Time-Track
Users who have 'Manage Customers & Projects' access right can access all
system interfaces related to project and customer management.
Grant this access right to those users who are responsible for customer & project management
in your organization. For example, you can grant them to project managers.
Users who have 'Manage Tasks' access right can create and modify tasks in the
active projects assigned to them. Grant this access right to those users
who should be able to create tasks by themselves.
Users who have 'Manage Customers & Projects' access right always have
'Manage Tasks' access right.
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.