Professional Documents
Culture Documents
our instructor will guide you through the objectives and give examples
Y
throughout the course. Follow along as the instructor demonstrates AtTask
using a real-life scenario.
ait until the instructor gives you directions to begin the simulated
W
exercises. Once you understand the concepts, you will be able to complete
the exercises.
Objectives
his training is objective based. Each chapter begins with an objective and
T
explains the specific skill or process you will be able to accomplish once
you complete this course.
Scenario / Simulation
t the end of each chapter, you will have the opportunity to practice what has been
A
taught in a simulated environment. It is recommended you complete all
exercises to allow the instructor to see if there are concepts that need to be
discussed further.
he included scenarios present a possible real life use case that relates to the
T
topic discussed. Instruction for the course will follow these scenarios.
Table of Contents
Chapter 1 -What Am I Looking At?
Common Terms
Understanding Roles and Responsibilities
8
10
52
52
55
58
59
12
50
14
18
21
23
24
25
29
AtTask Community
Education Services
Support Services
Consulting Services
Customer Success Program
62
63
64
67
68
69
Appendix
Practice Exercise Answers
71
31
32
33
37
39
44
Chapter 1
Introduction to AtTask
Objectives
After completing this chapter, you will be able to:
What Am I Looking
At?
AtTask is a Work Management tool. AtTask is
a web-based End-To-End Work Management
system.
Work Structure Possibilities (Shown Right)
Projects are made up of work. Work is
represented as either tasks or issues. Issues and
tasks are tied to a project and updates are made
to each of these objects.
Issues can be recorded to a task. Tasks with
issues need to be resolved before the task can
be marked complete. Both tasks and issues
must be resolved in order to complete a project.
Users can track work progress from a 360
degree perspective within AtTask.
Request Queue
(Project)
Project
Project
Task
Task
Issue
Issue
Task
Task
Issue
Issue
Task
Task
Task
Task
Issue
Issue
Chapter 2
Understanding AtTask
Objectives
After completing this chapter, you will be able to:
Common Terms
Avatar
An Avatar is the icon used to identify the logged in user. By Default, it is a blank silhouette.
Ad Hoc
An item that is made in the moment. This can be a personal task or a task or issue added last minute to a project.
Dashboard
A dashboard is comprised of several reports on the same page that the user establishes for their convenience.
Executive An Executive is the individual who is vested and interested in understanding what is happening with multiple projects, at a high functioning level.
Filter
The Global Navigation Bar is the primary system bar used for navigation through out the different areas of AtTask.
Grouping
Home Button
The home button will direct you to the default home screen. It is the AtTask logo in the top left corner.
Issues
Project Manager
A Project Manager is the individual who oversees the day to day operations of a project.
Project Team
The Project Team consists of those individuals who are assigned to a task or role on the project.
Requests
Reports
Team member A Team Member is the individual who is completing the work on a project or task.
Teams
View
A Filter is a
reporting element used to create reports by defining what information is available.
Requests is a method of assigning work to other users, initiating a new project, or identifying additional assistance
needed to complete your work, especially when encountering an issue.
eports allows users to see information that is important to them easily and quickly in one location, regarding what
R
is important to them. Reports consist of Filters, Views and Grouping elements.
Teams consist of groups of individuals with similar job roles or skill sets.
A View is a reporting element that defines the columns of a report.
My Attask Application
The Story
Marketing
You are part of the
marketing department,
which is responsible for
the creation and delivery
of your organizations
message to its targeted
markets. You are on
several teams within the
department, but your main
team is the creative services
team.
IT
You are a member of
the IT department. Your
department is responsible
for keeping your
organization's information
flowing freely through the
use of technology, both
internally and externally.
You are an IT generalist,
meaning you can handle
hardware and software
requests, as well as
understanding how your
internal database and
servers work.
PMO
You are a member of the
Project Management
Office. Your department is
responsible for the delivery
of projects that are on time,
on budget and meet the
goals of those projects.
Your team ensures that
the projects your company
is working on are in line
with the strategy of the
organization, and creates
internal processes that help
people get their work done.
Project Manager
She is interested in knowing exactly what is happening with
projects. She needs to see reports, project status, and any
roadblocks that may inhibit project execution.
Client Types
Team Member
Project Manager
Executive
COMPLETE WORK
SEE WORK
UNDERSTAND WORK
Chris Manning
Jennifer Campbell
Marc Lewis
Team Members
They want to get work done and stay updated on its status.
They want to know what is expected and receive recognition
for their accomplishments.
10
Queues &
Routing
Rules
WORK
REQUESTS
Tracking &
Status
Prioritization
Framework
Goals &
Initiatives
Team Workload
& Capacity
Work Automation
Centralized Repository
Milestones &
Approvals
WORK
PLANNING
WORK
COORDINATION
WORK
COLLABORATION
WORK
ACCOUNTABILITY
Resource &
Work Modeling
Task Assignments
Work Spaces
TEAM WORK
Achievements
& Results
Recognition &
Rewards
Reporting &
Dashboards
WORK
REPORTING
Individual &
Team Insight
11
Chapter 3
Work Requests
Objectives
After completing this chapter, you will be able to:
12
My ATTASK Application
The Story
Marketing
IT
PMO
Primary Audience
Graphic Designer
IT Hardware Engineer
Top Pains
13
Navigating the
My Work Screen
14
Calendar
A quick reference calendar is available to easily recognize when
work is scheduled to be complete.
Working On tab
This tab shows current items a user has have committed to
complete. View planned completion date, how many days an item
is over due, and description of items.. Users can quickly update an
items status, log time, or select the item for further review.
15
Additional Items:
Team Requests
Team requests can be found at the bottom of the Work Request
area. This will show all outstanding work requests sent to your
assigned teams. Items can be accepted from the Team request
area.
Approvals tab
Any outstanding approval needing attention can be found in
My Work. Submitted approval requests can be reviewed here.
Recent Updates
In addition to being able to quickly access current and pending
work, review updates to work. Rather than having to access
each item to review status updates, visblity exists on the most
recent updates within the last two weeks.
16
Things to Note:
17
18
My Attask Application
The Story
Marketing
IT
PMO
Primary Audience
Graphic Designer
IT Hardware Engineer
PMO Project
Manager
AtTask Tool
Primary Benefit
Acts as a central
place to track your
work, your progress
and your time
without continuous
interruptions.
19
Practice Exercises
1.You need a new advertising handout from the marketing team. Create a
person-to-person request for the handout and assign it to the Corporate
Marketing team.
2.You receive a new email that you need to work on hiring an outside
agency to rework the design of a website. Go to your work requests, and
add the Hire Outside Agency to ReworkDesign task to your Working On
tab.
3.You also have the task Execute the hosting agreement contract with
our web hosting provider assigned to you, but you wont have time to
complete the work. Request the Execute Hosting Contract task to be
reassigned to another user.
20
Chapter 4
Work Planning
Objectives
After completing this chapter, you will be able to:
Create a Project
Create a Task
21
the story
Top Pains
Marketing
IT
PMO
The executive
committee for your
organization has
discussed the need to
upgrade your servers.
Your CIO stops by your
desk on his way back
from the meeting to
briefly discuss you
owning this project.
Because of the
casual nature of the
conversation, youre
not sure of the details
of the project, like when
it needs to be done and
what resources youve
got at your disposal.
This means you have
to set up another
meeting with him to
get answers to your
questions.
22
Develop a Project
Now it is time to begin building a project. Creating a new
project in AtTask includes entering information in the New
Project form.
To Create a Project:
1.Navigate to the Projects area of the Navigation Menu.
You will be redirected to the Project page.
2.Click the New Project button.
3.In the Untitled Project field, enter a name for the project.
4.Under the Project Actions menu, select Attach
Template. A light box will appear. Select a Template by
using the type-ahead option. Begin typing the name of
the template until it appears in the box.
5.Click Finish and Attach Template when done.
The template is now attached and the project is ready for work.
Keep in mind that a template does not have to be attached when
creating a project.
23
In-line Editing
In-line editing allows quick and easy updating/
modifying of displayed information throughout
AtTask.
example
24
Additional Options:
25
Note
Ad Hoc items can be created as either individual tasks
or tasks/issues on a project. Those created on Projects
will be added as the last item on the project plan.
Chapter 4Creating New Tasks
26
the story
Marketing
IT
PMO
AtTask Tool
Project Request
Queue and Project
Creation from
a Template, and
updating the project
using in-line edit.
Project Request
Queue, Project
Creation, Templates.
Centralized Project
Request Queues,
standardized Project
Creation.
Primary Benefit
Centralizes the
project requisition
and saves time on
project creation,
scheduling and
assignments.
Obtain a detailed
understanding of
the project from
the outset. Get
underway faster
without having to
schedule several
meetings.
Management and
prioritization of
project requests
based on the goals
of the company,
centralization and
standardization of
project creation.
27
Practice
Exercises
1.You need to launch a new project to develop a new line of sports products
for women. Create a project using the New Product Development template.
2.You need to account for warehousing and shipping logistics for this project.
Under the Distribution task, add the tasks called Plan Warehouse Logistics
and Find a Shipping Carrier.
3.The Warehouse Logistics task should have a duration of 5 days. Assign it to
Matt Fazzio.
4.The Find a Shipping Carrier should have the same duration as the
Warehouse Logistics. Assign it to the Accounts Receivable team.
28
Chapter 5
Work Coordination and Collaboration
Objectives
After completing this chapter, you will be able to:
29
the story
Marketing
IT
PMO
Primary Audience
Creative Director
Director of IT
Project Managers
Top Pains
30
31
Search Options
Sometimes users need to find a task or issue, but the item does not appear in
their work area. Common reasons the work item does not appear:
Search
Whether users need to find a project, task, or a user conduct a search from
your Global Navigation Bar.
To Use Search
1.Select the object type, for example Projects.
2.Type in the name of the Project being serached for.
3.A search can be conducted with recent Project items or all Projects.
4.Results will generate.
5.In the left sidebar menu, Project results can be filtered further.
Quick Note:
When using the quick search bar the object type needs to be adjusted to reflect
what is being looked (Project icon for projects, Task icon for tasks, etc.).
The Search field is useful when you know the specific name or ID of a task
or issue, or when searching for an item of work based on a keyword from the
description. The keywords inputed in the Search field are matched against
the following attributes: Name, Description, or ID. The items returned in the
search results are dependent on the object type selected.
32
Updating Task
Assignments
Managers can rely on team members to
provide updates so they know when the next
steps of the project can begin.
They will also benefit from updating their tasks
because it eliminates work from their own
to do list and they will not have to remember
where they left off.
33
34
35
Status: Allows users todetermine if the task has begun. This dropdown is customizable. The default options are:
New
In Progress
Complete
Going Smoothly
Some Concerns
Major Roadblocks
36
Working With
Documents
Documents are an integral part of work processes.
AtTask has made it manageable and effortless to
work with documents on a work item as well as
documents throughout your system.
Documents can be stored directly on an item,
within a folder, or with the use of document
integrations. Documents can be shared, approved,
and updated.
The Documents area consists of pre-generated
Smart Folders and My Folders (user created).
Smart Folders allow you to filter what information
is shown in a folder. Up to three folders will be
pre-generated. For example, you can create
a folder to show All Documents in AtTask.
Alternatively, if users want to find all documents
shared with them, a Smart Folder can be created
to meet that need. Using Smart Folders makes
it easy to come to one location to find all the
documents you would be interested in.
Users can also create Manual folders. Manual
folders allow assets to be organized that are
important to them. Moving documents into a
folder in the Documents area doesnt move the
document; rather it creates a link thus creating a
shortcut to access the file(s). Documents can be
added to manual folders by using drag-and drop.
37
Documents on Work
Like the Documents area, manual folders can be
created on the Documents tab located on Projects,
Tasks and Issues pages.
To Create a folder:
1.Navigate to the desired work items
Documents tab, try Cruzer Web Site.
2.Select the Add Folders icon.
3.Name the folder.
4.Add additional folders as needed.
Note:
Documents attached to tasks and issues will roll
up and be visible on the Projects Documents tab.
However, items stored in folders will not roll up to
the Projects Documents tab.
38
Attaching Documents
In AtTask, electronic files (document, image file,
etc.) can be uploaded and attached to an item.
Users can load more than one file at a time. Users
can even upload different versions of a document.
Note:
Documents can be dragged on to the Documents
tab. When dragging, documents will be shifted
down to accommodate the attach documents box.
39
Versions
AtTask will help keep track of multiple versions of
a document you are storing. Maintaining multiple
file versions in one location will allow team
members to easily access historical information
regarding document updates, view changes as
information progresses, and find information all
in one location.
40
Checking Out
Users can check out documents allowing users
to see who currently has the document under
review. Checking out documents prevents others
from uploading new versions of the file. Only one
person can check out a file at a time. Documents
can still be downloaded if checked out by
someone.
Deleting a Document
1.Select the document to delete.
2.Go to the Document Actions menu.
3.Select Delete.
41
Requesting a Document
Sometimes when working on a project users need
a specific item, like a document or image to help
complete your work. Instead of sending a work
request or email requesting the item, a document
can specifically be requested from another party.
To Request a Document:
1.Navigate to the project/task.
2.Select the Documents tab, Add
Documents button.
3.Choose Request a Document.
4.Identify the User who will receive the
document request.
5.Provide a statement of what you need.
6.Select Send Request.
42
43
Recording Issues
While working on a project or task, it is not unusual for
problems and obstacles to arise. AtTask refers to these obstacles
as issues.
AtTask allows you to document issues, communicate the issue
to the project team, and track the progress. Issues can be logged
against a project or a task. Outstanding issues will prevent the
completion of these items.
Project
The following offers some suggestions to help you determine
Request Queue
(Project)
Project
Task
Issue
Issue
Issue
Issue
Task
Task
If there is an omission in the task plan that impacts
the
quality of the project.
Task
Task
Issue
Task
Issue
44
Creating Issues
To Create an Issue on a Project
1.From the project page, select the Issues
tab.
2.On the Issues tab, select the New
Issue button.
3.Enter a name for the issue in the
Name field (this is a required field).
4.Enter any other relevant information
in the other form fields.
5.Click Save New Issue when finished.
45
46
Team Page
AtTask allows users to communicate with
individuals in similar job functions or in groups
that work collectively. We call this a Team.
Users go to the Team page to see any outstanding
work requests assigned to the team (also viewable
on My Work) in addition to updates Team
members have made to work.
47
the story
Marketing
IT
PMO
AtTask Tool
Recording and
assigning an issue.
Primary Benefit
Efficiency, issue
tracking and
resolution time.
Efficiency, issue
tracking and
resolution time.
48
Practice
Exercises
1.You want to provide an update on your Hire Outside Agency to
Reworkdesign task. Update the task to indicate that your bids for the redesign are coming in higher than you expected, and include Marc Lewis on
the update. Also, change the condition to Some Concerns.
2.Youve just received word that your back-end programmer for the Cruzer
Website Project had a catastrophic hard drive failure, just as he was
beginning work on his tasks in your project. Navigate to the task We need
to complete the back end of this project and log an issue indicating that
Andrew needs his computer repaired as soon as possible. Assign the issue to
the Infrastructure team.
3.You are a member of the Creative team, and your team has been assigned
a task to do the copywriting for the Localization project. Navigate to your
team requests and add the CopyWriting task to your working on list.
4.You have completed the work for the Production Planning task on the Grid
Indoor Ball Launch project. Log three hours of work to the task for today
and mark it as Done.
49
Chapter 6
Work Accountability and Work Reporting
Objectives
After completing this chapter, you will be able to:
50
The Story
Marketing
IT
PMO
Primary Audience
Creative Director
PMO Director
Top Pains
As a centralized office
in the organization, not
only do you have internal
projects that your team
works on, but you also
have people from various
parts of the organization
that constantly ask your
team members to work
on or fix something for
them. You have no idea
how thinly spread your
team is. So you rely on
time-consuming status
meetings to try to figure
it out.
51
Using Reports
Filters, Views, and Groupings
FILTER
(Define)
REPORT
COLUMNS
(Views)
GROUPING
(Sort)
FILTERS
A Filter controls the results that will appear in
a report. Use the Filter drop-down menu to
modify what appears in a report.
For example, when looking at a Task Report,
from the Filter drop-down menu, select
Upcoming Tasks. Only tasks assigned to the
logged-in user appear in the view.
Toggle through some of the filter options such
as Incomplete Tasks or My Late Tasks. Choose
All to return to the default filter originally used
to create the report. Selecting a filter from the
filter drop-down applies the selected filter on
top of the default criteria of the report.
52
Views
Views control the columns displayed in a
report. Change the fields using the View dropdown menu. Try toggling through some of
the views from the View menu, like Revenue
or All Dates or Condition, to see the difference
views can make in a report. Again, similar to
the filters, the purpose of the Report Default
option is to return to the default view of the
report.
Groupings
Items in a report can be organized in AtTask
using Groupings. Groupings categorize
information based on the information needed.
Try different groupings from the Group menu
such as Priority or Status. Click the blue
heading to hide or show grouped rows. Select
Nothing to eliminate groupings from the
report.
53
Excel (xslx)
Excel
To Export Lists
1.Navigate to the list or report that will be
to exported using AtTasks navigation
screens.
2.In any list, mark the checkbox to the left of
the results you want to export.
3.Click the export icon.
4.From the export menu, select the format
into which you want to export the data, as
listed above.
5.Depending on the operating system users
may have the option of opening or saving
the file.
54
Dashboards
Dashboards allow users to customize their
own reporting tabs. Any full-license user can
customize a dashboard. Users can customize
dashboards in the Reporting Area.
Note:
Users are not limited to the number or reports
on a dashboard.
Chapter 6Dashboards
55
To Share a Dashboard:
1.From the My Dashboards area, select the
dashboard My Current Tasks.
2.Use the Dashboard Actions menu to
share.
3.Dashboards can be shared with specific
users or Company wide.
4.Select whom you wish to share the
dashboard with.
5.Save.
Chapter 6Dashboards
56
Chapter 6Dashboards
57
Customizing Tabs
Dashboards are a great way to organize and
access multiple reports in one location. They
are even better since they can be added to
different areas through out AtTask. Do you have a
Dashboard pertaining to project information that
you want to view on the Projects area page? Not a
problem! Customizing tabs allows you to add the
dashboard right on to that area.
To Customize Tabs
1.Navigate to the area you want to
customize.
2.Select the More drop down.
3.Choose Customize Tabs.
4.Select Custom Tab.
5.Name the Tab.
6.Identify the Dashboard.
7.Save the tab.
Note
Tabs can be arranged in any order. The far left tab
will be the default display tab. If a custom tab isnt
showing as one of the six options, arrange the
tabs to display the newly created tab, or go to the
more drop down to locate it.
58
Timesheets
AtTask users can update the status of their work in
several ways. One way is to indicate time spent on
a project, task, or issue.
While time can be recorded on the update status
bar, it can also be updated in one central location
through a timesheet.
An introduction to recording timesheets is
presented in the Team Member On-Demand
learning module available on the community site.
Chapter 6Timesheets
59
The Story
Marketing
IT
PMO Director
Primary Audience
Creative Director
PMO Director
AtTask Tool
Reporting
Reporting
Reporting
Primary Benefit
Instant insight
into work progress,
reduced number of
status meetings, and
improved efficiency
for your team.
Instant insight
into work progress,
reduced number of
status meetings, and
improved efficiency for
your team.
Instant insight
into work progress,
reduced number of
status meetings, and
improved efficiency for
your team.
60
Practice
Exercises
1.Search for the My Projects report. You want to see only late
projects, in the All Dates view, grouped by priority.
2.Export this list to pdf to share with your manager.
3.You have a group of reports that you and your team review
on a regular basis. Create a dashboard that includes the
Approved Projects, Actual Revenue by Group, Project
Performance and Change Request reports and share it
with the Product Marketing team as well as Marc Lewis.
61
Chapter 7
AtTask Support and Services
Objectives
After completing this chapter, you will be able to:
62
AtTask Community
community.attask.com
Have a question? Visit AtTask community for help articles, ondemand learning courses, register for AtTask courses, attend free
webinars, or schedule post-implementation consulting services.
sign-up for the AtTask community*
GO TO THE COMMUNITY PAGE. community.attask.com
1.ON DEMAND USERS: SIGN IN USING YOUR EXISTING
USERNAME AND PASSWORD.
2.IF YOU ARE NOT ON DEMAND, CREATE A NEW ACCOUNT
BY CLICKING THE ALL OTHER CUSTOMERS TAB, AND
SELECTING CREATE NEW ACCOUNT.
3.FILL OUT THE REQUIRED FIELDS IDENTIFIED WITH AN
ASTERISK (*).
4.CLICK THE CREATE NEW ACCOUNT BUTTON.
5.GO TO YOUR EMAIL INBOX AND FOLLOW THE
INSTRUCTIONS IN THE VALIDATION EMAIL.
*Registration is required to access some community content.
63
Education
Services
attask courses
AtTask Fundamentals
Work Management
AtTask Administrator
Reporting Essentials
Intermediate Reporting
Advanced Reporting
Announcements
Training Videos
Help Articles
Chapter 7Education
64
Education
Services
On-demand Learning
AtTask is now offering a variety of
eLearning courses to help optimize
your use of the product and really drill
down into the core functionality that
will make work easier for you and your
organization.
New courses are being added all the time
so check back often to see what is new.
webinars
Webinars are live, instructional sessions
designed to provide information for up
to one hour.
Webinars are topic-specific, they are
available to anyone who would like to
attend. They are free of charge.
You can find a list of upcoming webinars
and recordings of past webinars on the
community site.
Visit: community.attask.com/webinars
Chapter 7Education
65
Education
Services
pick 3 program
A Pick 3 session allows you to organize
& tailor courses to your specific needs,
creating private education for your AtTask
users. It allows you to provide focused
education for your team on the topics and
functions they need most to be successful
when using AtTask to manage their work.
Each Pick 3 session allows you to pick three
topics and the AtTask Education team will
conduct a private three hour education
session for your organization. Each session
will be accompanied by a workbook that
covers the topics selected.
If you have questions about the Pick 3
program, feel free to contact your Account
Executive or email
educationinfo@attask.com
Sample Pick 3 Sessions:
Project Prioritization
Chapter 7Education
66
Support
Services
AtTask offers four customer support plans,
ensuring you receive the level of support
that is appropriate for your business.
Support plans can be adjusted at any time.
Online Help Desk: 24x7
Phone Support: Sunday 8pm Friday 8pm
(Eastern Time)
Telephone: 801-373-3266 opt. 2
Toll Free: 866-441-0001 opt. 2
Visit the Community Site for release notes
and additional support guides.
Chapter 7Support
67
Consulting
Services
The AtTask roadmap for success follows this
simple formula:
Success = Realistic Scope + Right Resources + Achievable timeline
Chapter 7Consulting
68
Customer Success
Program
The customer success program puts you,
the AtTask user, at the forefront of the AtTask
business model. Our customer success
consultants connect and engage with you
to ensure you receive maximum value from
the AtTask platform by providing additional
resources and expertise tailored to your AtTask
solution.
Conference calls
69
Appendix
70
Chapter 3-1
Chapter 3-2
71
Chapter 3-2
Chapter 3-3
72
Chapter 4-1
Chapter 4-2
73
Chapter 5-1
Chapter 5-1
74
Chapter 5-2
Chapter 5-3
75
Chapter 6-1
Chapter 6-1
76
Chapter 6-2
Chapter 6-2
77
Chapter 6-2
78