Categories

A category can be defined as:

  1. An expense category, specific categories used to enter expenses (for example, Travel, Meals, Software, Hardware).
  2. A group, specific users grouped as a department or a division (Reserved for future use);
  3. An interrupt category, specific interrupts grouped together in one category to form a category (for example, Have a Rest, Phone);
  4. A project category, specific projects grouped together in one category to form a category;
  5. A task category, specific tasks grouped together in one category to form a category. Each task entered can be assigned to a specific category. You can also use task categories to create sub-projects or sub-levels of information (for example, if your projects have phases and you want to assign different phases to each project, create a task category and assign it to a user in the Assignments view).
  6. A security category, specific categories used to create custom security for different views, menu items and information displayed. Security categories can be applied to restrict or give access to Easy Tracker Lite, or Easy Tracker Pro. Once a category is created, it can be used in the Users view to give access to or restrict the use of the software for that user. Restricted menu items will be disabled for that user.
  7. A skill category, specific skills grouped together in one category to form a category (for example, C++, Palm C, Delphi, Java, ASP);
  8. A team, specific users grouped as a team to finish some specific tasks or do some job for some purpose;

These categories will provide you with more flexibility of reporting.

The following image shows these categories.

How to use this view:

In the tool bar, you can clone, add or delete items. In the table part, you can select any item, and edit it by using actions in the popup menu.

Hints:

The fields marked with * are required fields. When add a new entry, you need fill something in these fields.
Table View integrates a lot of buttons for easy operation, click here to learn them.
Switch to the appropriate tab to add Notes, Phones and Addresses if have.

What do you want to do?

Learn more about Table View
Learn more about Expense Categories
Learn more about Interrupt Categories
Learn more about Project Categories
Learn more about Task Categories
Learn more about Security Categories
Learn more about Skill
Learn more about Team

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