Adding Events, Discussions, and Files to a Project

After creating a project and attaching tasks to the project, you can go to the project’s Details page page to add events, discussions, and files to the project.

You can also set up a project calendar and view the timeline from the project’s Details page. For more information, see Setting Up a Project Calendar and Viewing a Project Timeline, respectively.

For more information on creating and setting up a project, see Managing Projects with AccuTask.

For more information on creating and setting tasks under a project, see Managing Tasks.

To Add an Event to a Project

1. Click either Work > Projects on the Main menu, or Projects on the Quick menu.

   

2. On the Projects page, select the project to which the event is to be added.
3.  On the Project Details page, click the Events tab.

   

4. On the Events page, click Add Event.

   

5. On the Add Event window, enter the title, start time, and end time for the event.

   

6. Optionally, enter a description and assign a team member to the event.
7. If you want the event to be repeated, toggle On the Does it repeat? button.
8. Click Save.

To Add a Discussion to a Project

1. Click either Work > Projects on the Main menu, or Projects on the Quick menu.

   

2. On the Projects page, select the project to which the discussion is to be added.
3.  On the Project Details page, click the Discussions tab.

   

4. On the Discussions page, click Add Discussion.

   

5. On the Add Discussion window, enter a title and description (optional) for the discussion, then click Save.

   

To Add a File to a Project

1. Click either Work > Projects on the Main menu, or Projects on the Quick menu.

   

2. On the Projects page, select the project to which the file is to be added.
3.  On the Project Details page, click the Files tab.

   

4. On the Files page, click Add File.

   

5. Select the file to be added to the project from your computer, then add it to the project. The file is then added to the list displayed under the Files page.