{"_id":"5bece252e217080013131971","project":"56539c418b050e2100f006ca","version":{"_id":"56539c428b050e2100f006cd","project":"56539c418b050e2100f006ca","__v":15,"createdAt":"2015-11-23T23:07:46.327Z","releaseDate":"2015-11-23T23:07:46.327Z","categories":["56539c428b050e2100f006ce","5789af34f55bf80e00d0c34f","5789af4e6a16260e006e7cd4","5789af53d7bf751900e3cbe1","5789af576a16260e006e7cd5","5789af5fc1c3de0e00169dc7","5789af64c1c3de0e00169dc8","5789b0067a572c0e00120269","579919b1b8d3432000fdffc3","590ba9d1030acd0f00f07046","5939cecbc78839000f4bff0e","59c4454a414f98001001f2a9","5a8b9193e4eb600012e90dea","5b511e0bfe048400034364d8","5c06db5b3712bb000d056e1a"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"category":{"_id":"5a8b9193e4eb600012e90dea","project":"56539c418b050e2100f006ca","version":"56539c428b050e2100f006cd","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2018-02-20T03:10:11.603Z","from_sync":false,"order":2,"slug":"getting-started-guide","title":"Getting Started Guide"},"user":"560c8b938753612100214236","__v":0,"parentDoc":null,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2018-11-15T03:04:50.871Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":9,"body":"[block:api-header]\n{\n  \"title\": \"The Edit Task Modal\"\n}\n[/block]\nTo update a task you need to open the Edit Task modal\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/40fdd3d-Screen_Shot_2018-11-15_at_4.30.46_PM.png\",\n        \"Screen Shot 2018-11-15 at 4.30.46 PM.png\",\n        931,\n        705,\n        \"#dedfde\"\n      ],\n      \"caption\": \"The Edit Task Modal\"\n    }\n  ]\n}\n[/block]\nYou can access the modal by clicking on it from either the [**Task List**](http://help.planrightapp.com/docs/tasks) on the dashboard, or its task card from the [**Planner**](http://help.planrightapp.com/docs/year-planner) when in Monthly planning mode. \n\nIn Weekly planning mode hover over the task on the dashboard and click **Update Task.** You can also do this when [planning a job.](http://help.planrightapp.com/docs/planning-a-job) \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/860df48-Screen_Shot_2018-11-15_at_4.43.52_PM.png\",\n        \"Screen Shot 2018-11-15 at 4.43.52 PM.png\",\n        1412,\n        467,\n        \"#344c5c\"\n      ],\n      \"caption\": \"Click Update Task\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Logging Time\"\n}\n[/block]\nLogging time against a task is easy in PlanRight. Enter the amount of time worked into the **Log Time** field and click **Save**. This will deduct the entered time from the total estimated effort and update the number of hours remaining on the task. It will also create a timesheet which can be viewed on the **Timesheets** page, and adds a timesheet for the task in WFM/XPM as well.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/45b7674-Screen_Shot_2018-11-20_at_2.00.40_PM.png\",\n        \"Screen Shot 2018-11-20 at 2.00.40 PM.png\",\n        932,\n        571,\n        \"#e7e8e6\"\n      ],\n      \"caption\": \"Logging time\"\n    }\n  ]\n}\n[/block]\nEditing the **Estimated Hrs Remaining** is a manual way of recording how much time you estimate the task will take. This is a great way to communicate that the time it will take for the task to be completed may be different to the **Allocated Hrs Remaining.** For example if you have 1 hour of **Allocated Hrs Remaining**, but an **Estimated Hrs Remaining** of 3, This would indicate that the task is going to go over budget by 2 hours. In reverse you may have 5 hrs allocated, but it may only take 2 hrs, so you would have an **Estimated Hrs Remaining** of 2.\n\n**Estimate Hrs Remaining** is not synced to WFM and does not apply to other instances of the task.\n[block:api-header]\n{\n  \"title\": \"Updating Task Status\"\n}\n[/block]\nYou can edit the [**Task Status**](http://help.planrightapp.com/docs/task-types#task-statuses) of a task using the **Change Status** drop down menu. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/b36152f-Screen_Shot_2018-11-20_at_2.04.31_PM.png\",\n        \"Screen Shot 2018-11-20 at 2.04.31 PM.png\",\n        930,\n        567,\n        \"#eaebea\"\n      ],\n      \"caption\": \"Change status\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Adding Reminders\"\n}\n[/block]\nUse reminders to send yourself an email notification about any task. You can set this up in the **Edit Task Modal** as well. Under **Set Reminder**, select when you want to send the notification. If you select **Custom Date**, you'll need to pick a date from the calendar. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/d95f1b2-Screen_Shot_2018-11-20_at_2.05.29_PM.png\",\n        \"Screen Shot 2018-11-20 at 2.05.29 PM.png\",\n        929,\n        568,\n        \"#e6e7e5\"\n      ],\n      \"caption\": \"Setting a reminder\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Adding Notes\"\n}\n[/block]\nThe **Edit Task Modal** allows you to add notes against a task. To do this, enter your note in the **Notes** field and click **Save**. This will add the note to the **History** section and will also add the note against the job in WFM/XPM. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/967c288-Screen_Shot_2018-11-20_at_2.08.18_PM.png\",\n        \"Screen Shot 2018-11-20 at 2.08.18 PM.png\",\n        929,\n        700,\n        \"#dde1e3\"\n      ],\n      \"caption\": \"Adding a note\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Repeating Tasks\"\n}\n[/block]\nA repeated tasks will show up consistently on your schedule. You can set a task to repeat within the **Edit Task** modal. Under Repeat Task, select if you want to repeat the task weekly, fortnightly or monthly. Then set the date you want the task to repeat until. Click Save and your repeating tasks will be displayed on your schedule.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/e5416f5-Screen_Shot_2018-11-20_at_2.10.00_PM.png\",\n        \"Screen Shot 2018-11-20 at 2.10.00 PM.png\",\n        929,\n        701,\n        \"#e2e3e1\"\n      ],\n      \"caption\": \"Setting a task to repeat\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Create Repeating Week Schedule\"\n}\n[/block]\nPlanright allows you to easily repeat a week's schedule for as long as you need. In **Schedule** view & **Assign Mode** on the dashboard, you'll find the Repeat icon when you hover over a staff member's name. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/b6926a9-Create_Recurring_Task.png\",\n        \"Create Recurring Task.png\",\n        1327,\n        517,\n        \"#e7e9eb\"\n      ],\n      \"caption\": \"Repeat a week\"\n    }\n  ]\n}\n[/block]\nClick the icon and you'll be prompted to enter the start date of the week you want to repeat and the the date you want to repeat the schedule until. Click **Repeat** and the duplicated week will be displayed on your schedule.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/cc9c714-Repeat_Week.png\",\n        \"Repeat Week.png\",\n        1216,\n        454,\n        \"#d4d9da\"\n      ],\n      \"caption\": \"Entering dates\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"History\"\n}\n[/block]\nThe **History** section displays a summary of recent changes made to a task. It displays logged time, reminders, notes and status changes that have been added to the task. It also displays the name of the user who made the change and the date it was implemented.\n\nA task's history can also be viewed in the [**Jobs**](http://help.planrightapp.com/docs/the-jobs-list) page.","excerpt":"","slug":"updating-tasks-logging-time","type":"basic","title":"Updating Tasks & Logging Time"}

Updating Tasks & Logging Time


[block:api-header] { "title": "The Edit Task Modal" } [/block] To update a task you need to open the Edit Task modal [block:image] { "images": [ { "image": [ "https://files.readme.io/40fdd3d-Screen_Shot_2018-11-15_at_4.30.46_PM.png", "Screen Shot 2018-11-15 at 4.30.46 PM.png", 931, 705, "#dedfde" ], "caption": "The Edit Task Modal" } ] } [/block] You can access the modal by clicking on it from either the [**Task List**](http://help.planrightapp.com/docs/tasks) on the dashboard, or its task card from the [**Planner**](http://help.planrightapp.com/docs/year-planner) when in Monthly planning mode. In Weekly planning mode hover over the task on the dashboard and click **Update Task.** You can also do this when [planning a job.](http://help.planrightapp.com/docs/planning-a-job) [block:image] { "images": [ { "image": [ "https://files.readme.io/860df48-Screen_Shot_2018-11-15_at_4.43.52_PM.png", "Screen Shot 2018-11-15 at 4.43.52 PM.png", 1412, 467, "#344c5c" ], "caption": "Click Update Task" } ] } [/block] [block:api-header] { "title": "Logging Time" } [/block] Logging time against a task is easy in PlanRight. Enter the amount of time worked into the **Log Time** field and click **Save**. This will deduct the entered time from the total estimated effort and update the number of hours remaining on the task. It will also create a timesheet which can be viewed on the **Timesheets** page, and adds a timesheet for the task in WFM/XPM as well. [block:image] { "images": [ { "image": [ "https://files.readme.io/45b7674-Screen_Shot_2018-11-20_at_2.00.40_PM.png", "Screen Shot 2018-11-20 at 2.00.40 PM.png", 932, 571, "#e7e8e6" ], "caption": "Logging time" } ] } [/block] Editing the **Estimated Hrs Remaining** is a manual way of recording how much time you estimate the task will take. This is a great way to communicate that the time it will take for the task to be completed may be different to the **Allocated Hrs Remaining.** For example if you have 1 hour of **Allocated Hrs Remaining**, but an **Estimated Hrs Remaining** of 3, This would indicate that the task is going to go over budget by 2 hours. In reverse you may have 5 hrs allocated, but it may only take 2 hrs, so you would have an **Estimated Hrs Remaining** of 2. **Estimate Hrs Remaining** is not synced to WFM and does not apply to other instances of the task. [block:api-header] { "title": "Updating Task Status" } [/block] You can edit the [**Task Status**](http://help.planrightapp.com/docs/task-types#task-statuses) of a task using the **Change Status** drop down menu. [block:image] { "images": [ { "image": [ "https://files.readme.io/b36152f-Screen_Shot_2018-11-20_at_2.04.31_PM.png", "Screen Shot 2018-11-20 at 2.04.31 PM.png", 930, 567, "#eaebea" ], "caption": "Change status" } ] } [/block] [block:api-header] { "title": "Adding Reminders" } [/block] Use reminders to send yourself an email notification about any task. You can set this up in the **Edit Task Modal** as well. Under **Set Reminder**, select when you want to send the notification. If you select **Custom Date**, you'll need to pick a date from the calendar. [block:image] { "images": [ { "image": [ "https://files.readme.io/d95f1b2-Screen_Shot_2018-11-20_at_2.05.29_PM.png", "Screen Shot 2018-11-20 at 2.05.29 PM.png", 929, 568, "#e6e7e5" ], "caption": "Setting a reminder" } ] } [/block] [block:api-header] { "title": "Adding Notes" } [/block] The **Edit Task Modal** allows you to add notes against a task. To do this, enter your note in the **Notes** field and click **Save**. This will add the note to the **History** section and will also add the note against the job in WFM/XPM. [block:image] { "images": [ { "image": [ "https://files.readme.io/967c288-Screen_Shot_2018-11-20_at_2.08.18_PM.png", "Screen Shot 2018-11-20 at 2.08.18 PM.png", 929, 700, "#dde1e3" ], "caption": "Adding a note" } ] } [/block] [block:api-header] { "title": "Repeating Tasks" } [/block] A repeated tasks will show up consistently on your schedule. You can set a task to repeat within the **Edit Task** modal. Under Repeat Task, select if you want to repeat the task weekly, fortnightly or monthly. Then set the date you want the task to repeat until. Click Save and your repeating tasks will be displayed on your schedule. [block:image] { "images": [ { "image": [ "https://files.readme.io/e5416f5-Screen_Shot_2018-11-20_at_2.10.00_PM.png", "Screen Shot 2018-11-20 at 2.10.00 PM.png", 929, 701, "#e2e3e1" ], "caption": "Setting a task to repeat" } ] } [/block] [block:api-header] { "title": "Create Repeating Week Schedule" } [/block] Planright allows you to easily repeat a week's schedule for as long as you need. In **Schedule** view & **Assign Mode** on the dashboard, you'll find the Repeat icon when you hover over a staff member's name. [block:image] { "images": [ { "image": [ "https://files.readme.io/b6926a9-Create_Recurring_Task.png", "Create Recurring Task.png", 1327, 517, "#e7e9eb" ], "caption": "Repeat a week" } ] } [/block] Click the icon and you'll be prompted to enter the start date of the week you want to repeat and the the date you want to repeat the schedule until. Click **Repeat** and the duplicated week will be displayed on your schedule. [block:image] { "images": [ { "image": [ "https://files.readme.io/cc9c714-Repeat_Week.png", "Repeat Week.png", 1216, 454, "#d4d9da" ], "caption": "Entering dates" } ] } [/block] [block:api-header] { "title": "History" } [/block] The **History** section displays a summary of recent changes made to a task. It displays logged time, reminders, notes and status changes that have been added to the task. It also displays the name of the user who made the change and the date it was implemented. A task's history can also be viewed in the [**Jobs**](http://help.planrightapp.com/docs/the-jobs-list) page.