GregF
Newbie

Posts: 4
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« on: July 25, 2011, 02:00:38 pm » |
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I have started using TM v. 4.4, and have a question about Tasks. I have set up several global tasks (for example, one is "review of documents", another is "email to client re questions", etc.). I can use those global tasks for the description of what I did during a particular time entry. So, if I work on something off and on (let's say, using the running timer, for 2 hours today, I might want to put in a description that combines two or more of my global tasks (using the examples above, maybe I want to say "review of documents; email to client re questions"), because I did BOTH of those things. So here are 3 related questions:
1. I realize I can get there by typing all that in directly, but if I want to use my predefined global tasks, is there anyway to put in two tasks? I can't see anyway to add the second task to a particular time entry without deleting the first one. I guess I could use two different time entries for the same client on the same day, and have each one have its own Task, but then that would show up like that on the invoice, right? (Or would your invoicing add-in somehow combine the two entries for the same client to make it one entry with the time totaled up and combining both task descriptions?)
2. Is there a way to add a word or two, manually, once I have selected the global task? E.g., using the above example, could I select "email to client re questions" as the task, then add at the end "and related phone call"? Again, I can't see any way to edit a task description for a time entry without actually deleting it and then typing it all in manually.
3. How else, other than under "Tasks" in the General Information box, do you enter a description of work done, for purposes of the invoicng to come later?
Thanks!
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