You can add tasks to a project at any time.
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On the Task/Activity tab, click New.... |
The CSR/Task list region displays read-only information about CSRs and tasks.
The start date and time of the CSR and task.
The due date and time of the CSR and task.
The life cycle of the CSR or task measured in days and hours.
The completion percentage of the tasks.
The user responsible for the CSR or task.
From the Issues tab of the Project window, you can also document and track issues affecting any of the CSRs contained in the project. To view or add CSR issues from the Project window, click CSR Issues. This changes the view of the Issues tab from project issues to CSR issues. For more information, see Issues Tab .
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To switch back to the project issues view, click Project Issues. |
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In the Issues tab, click New. Stat opens the Edit Issue window. |
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In the Assigned To field, select the user responsible for resolving the issue. |
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In the Status field, select the current status of the issue. Available options are defined by you system administrator. |
NOTE: The custom label fields and Status options are defined in the Issue Tracking maintenance table. For more information, see the Stat System Administration Guide, Chapter 4, "General Maintenance Tables." |
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In the Description field, enter a detailed description of the issue. |
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Click OK. |
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In the Project window, click Refresh to see the issue just created. |
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In the Issues tab, select the issue you want to close. Then click Edit. Stat opens the Edit Issue window. |
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In the Status field, select the appropriate closed-type status. When you select a closed-type status, the Closed field automatically displays the current date and time. |
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In the Resolution field, enter a description of how the issue was resolved. |
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Click OK. |
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In the Project window, click Refresh. Closed issues are displayed in gray. |
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