If your project selector looks like the one below, see Selecting tasks on your timesheet (alternate timesheet versions) instead of this topic.
If you enter time against projects, click the Task field to select projects and tasks.
The task selector will display.
You'll also see three or four options at the top:
In all searches, terms entered are matched against the start of each item name only. So, for example, if you are looking for “Customer Billing System”, it will show in the results if you search for “bil” but not if you search “ill”.
Before you enter a term on the Search All tab, it will show up to 20 of your most recent task selections. This is a quick way to find tasks you've worked on before.
You can also use Search All to search among all clients, projects, or tasks at once. Matching clients, projects or tasks will display. Select the one you're looking for.
You can browse through client, project, and task lists to find the project or task you need to enter your time against. Each selection you make filters the subsequent lists.
The field may be set up with programs instead of clients, or with neither.
To find a project or task by browsing:
This will filter the project list so only that client's projects display.
The timesheet will show the selection. For longer names, mouse over the field to show the full text.
To change a selection, click on the header for that section and reselect. For example, to change the project, click the Project header to reopen the project list. Then choose a different project.
You can search from within each category, to narrow the list of options of that type.
For example, if you have a client with a lot of projects, you can select that client name, and then enter the project name (or a portion of it) into the search field. The search will filter the list to show only projects that include that text.
With this option, you can only search by a category if an option from the parent category has been selected. For example, you can't search tasks without first selecting a project. If this poses a problem, try the Search All option.
If you tend to work on the same projects over and over again, you might want to mark them as favorites, by clicking the star the appears beside them. Starred tasks appear on the Favorites tab. You can save up to 20 favorites – after that, you'll need to remove favorites to add more to your list.
No, you can only choose full task paths as favorites.
They'll be added to a Not Available list at the bottom of the tab.
These count toward your 20 favorites, so remove them to make room for adding others.
You can search for favorites, on the Favorites tab.
You may be able to filter projects and tasks that appear by project properties, such as who the project manager is.
Available filters appear if you click the Advanced Search tab.