Assigning Plans & Tasks to Timekeepers

VIDEO: Users can assign Matter/Project specific Tasks to specific Staff Members/Professionals/Timekeepers. This article will show you how you can enable access to Plan/Tasks for Timekeepers, how to make this a required field, and how to consequentially assign these tasks to the relevant member of staff. You will first have to Read more

How to make Tasks a required field on Time & Expense Entries

  You can make Tasks a required field for Matters/Projects that have a Task list or a Project Plan set up against it. To do this, follow the steps below. Click on Clients & Matters under the Clients tab, and choose the relevant matter/project.   Click on a specific Matter/Project.   Click on Tasks tab.   If Read more

Tasks – Create, Edit, or Delete a Project Milestone

VIDEO:   Click on Clients & Matters under the Clients tab, and choose the relevant matter/project.   Click on a specific Matter/Project.   Click on Tasks tab.   Click the  New Milestone to create a new billable or standalone milestone.   Specify a name for the new milestone.   Assign the Milestone to a Phase if Read more

Tasks – Create, Edit, or Delete a Project Task

VIDEO 1:   VIDEO 2:   Click on Clients & Matters under the Clients tab, and choose the relevant matter/project.   Click on a specific Matter/Project.   Click on Tasks tab.   Click the New Task to create a task.   Specify Task Name.   Specify a Phase for the Task. Provide a Description of the Task. Read more

Tasks – Create, Edit, or Delete a Project Phase

  Click on Clients & Matters under the Clients tab, and choose the relevant matter/project.   Click on a specific Matter/Project.   Click on Tasks tab.   Click the New Phase button to create a new phase.   Enter in the Name of the phase, and click Save.   To edit an existing Phase name or to Read more

Tasks – Create, Search, Access, Edit, or Delete

If you actively use Tasks, there is a main Task tab at the top of the TimeSolv application for you to get quick access to creating end editing Tasks. TimeSolv allows its users to create Tasks for themselves or for other Staff Members/Professionals/Timekeepers without the need to have a project Read more

Tasks – Plan Templates

Please see here on how to copy existing Tasks and Plans as templates. To create new Plan Templates or edit existing ones: To create a new template: Click on Settings under the To-Do tab.   Click on the Plan Templates tab.   To create a new template, please click on Read more

Tasks – Settings

To control basic settings for Tasks and Plans:   Click on Settings under the Task tab.   You can select what you call your Plan Phase label in your business so you can see it specific to your business in all the places it is used in your TimeSolv application. Read more

Matter/Project Budget

VIDEO: In matter/project budget, users can view and set hours, fees, expenses and invoices, and can limit them from exceeding. Users can also set budgets at a granular level for specific Staff, Task Codes, Expense Codes, Tasks, and Task Assignment by Staff. Click on Clients & Matters under the Clients Read more

Matter or Project Plans & Tasks – Comprehensive Guide

Create a New Phase Click on Clients & Matters under the Clients tab, and choose the relevant matter/project.   Click on a specific Matter/Project.   Click on Tasks tab.   Click the New Phase button to create a new phase.   Enter in the Name of the phase, and click Save.   To edit an existing Phase Read more