Adding Tasks and Assigning Workers (Timesheets)Adding Tasks and Assigning Workers

Tasks must be added to projects before they can be used on timesheets. Workers must also be assigned to the tasks for each project before they can enter time for that task/project. When a Worker adds their time to a timesheet they will be able to choose the tasks for their projects.

There are two 'Worker groups' that can be assigned to tasks: 'Everyone' (all Workers) and 'Employees only' (excludes users who are not linked to employees in the Pegasus Opera 3 Payroll application).

Steps (to add tasks to a project and assign Workers to tasks)

1. Sign in as a Project Manager.

2. On the Timesheets page, select the Projects button.

3. To add tasks to a project:

   1. Select the button under Edit.

   2. On the Project details page, select the link.

   3. On the Task management page, select the link to create a task, and enter the name and notes, and select the relevant task type. Select the Save button.

4. To assign Workers to tasks:

   1. On the Task Management page, select the button under Workers.

   2. On the Assign worker page, under Available workers, select the Add link to assign the Worker to the task.

   3. Select the Done button.

Steps (to assign Workers to existing tasks)

1. Sign in as a Project Manager.

2. On the Timesheets page, select the Projects button.

3. On the Projects page, select the button under Edit.

4. On the Project details page, select the link.

5. On the Task management page, select the button under Workers.

6. On the Assign worker page, under Available workers, select the Add link to assign the Worker to the task.

7. Select the Done button.

Note: To create several tasks, select the link.

Tip: Select 'Everyone' to assign all Workers to a task, or 'Employees only' to assign it only to Workers who are paid from the Pegasus Opera 3 Payroll application.