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Home > Setting Up and Managing Processes > Element Items and Element Item Groups
Element Items and Element Item Groups
Task elements create the primary structure of tasks within Office Timesheets. Office Timesheets allows you to define upto ten element items.
Once your task element levels have been defined, you can create element items at each element level, which will then allow you to create task entries.
You can also create element item groups to help manage the element item entries.
Use the Manage {Element} screen to add/edit/delete {Element} entries and {Element} Group entries.
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Note: Since the element items are user-defined, each organization may have its own element items. Therefore, in these pages, we have referred to the element item as “{Element}”. |
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Note: Since these are all user-defined elements, each organization may have its own items. However, whatever you may call the items, the screens will be somewhat similar. As an example, we have provided figures from the Manage Client screen. Though the screens may be slightly different for you (depending upon the custom fields defined), the steps to be followed will be the same for any item under the Element Items… button. |
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The following table provides more details about the components of the Manage {Element} screen—
| Item |
How to use the Item |
Default Value (if any) |
| {Element} panel |
The {Element} panel is displayed on the right-half of the Manage {Element} screen. This panel displays the list of {Element} entries that have been made till now. It also has buttons to add, view/edit and delete {Element} entries. |
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| The Add button |
Click the Add button to add a new {Element} entry. |
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| The Open button |
Select an {Element} entry in the list box and click the Open button to view or make changes to the {Element} entry. |
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| The Delete button |
Select an {Element} entry in the list box and click the Delete button to delete the {Element} entry. |
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| Filter View |
Select whether to view only active entries, inactive entries or all entries. |
All |
| {Element} Groups panel |
The {Element} Groups panel is displayed on the left-half of the Manage {Element} screen. This panel displays the list of {Element} Groups that have been defined till now. It also has buttons to add, view/edit and delete {Element} Groups. |
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| The Add button |
Click the Add button to add a new {Element} Group. |
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| The Open button |
Select an {Element} Group entry in the list box and click the Open button to view or make changes to the {Element} Group entry. |
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| The Delete button |
Select an {Element} Group entry in the list box and click the Delete button to delete the {Element} Group entry. |
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See also
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