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Client Task Tracker

The Client Task Tracker module makes it easy for clients to keep track of the work you carry out for them.

The client can:

• Review basic task information from Coretime's Task Manager.
• Add tasks to the Task Manager.
• Approve work that has been done in Coretime projects associated with the client.

The client needs suitable login credentials for the Client Task Tracker. You set up these up in Coretime.

Setting up the Client Task Tracker

1. Enable Client Task Tracker

To enable Client Task Tracker, carry out the following steps:

1. Open the Add On view in the left-hand pane, and confirm that Task Manager is part of your Coretime system.
2. Open the Utilities view in the left-hand pane.
3. Click System Setup in the left-hand pane.
4. Click System Options in the left-hand pane.
5. Open the Other tab in the main workspace.

6. Select Yes in the Use Client Tasks (blue) drop-down.

   Note: Client tasks are coloured blue in the Task Manager.

7. Optionally, you can use the Assign to Default Department drop-down to specify a default Department employee analysis group.

   Tasks added by a client in the Client Task Tracker will automatically be assigned to this department.

8. After you make changes, click Submit and restart the world-wide web publishing service to apply the changes.

This adds the Tasks tab to each client record.

2. Add the 'Client Manager' client analysis group

A client set up as a Client Manager can approve work that has been carried out in Coretime projects associated with them.

1. Open the Utilities view in the left-hand pane.
2. Click Analysis in the left-hand pane.
3. Click Analysis Groups in the left-hand pane.
4. Click New Analysis Group in the main workspace.
5. Type Client Manager in the Analysis Group field.
6. Select Client in the Analysis Type drop-down.
7. Click Submit.

3. Assign clients to the Client Manager analysis group

A client who needs to approve work requires a unique code belonging to the Client Manager analysis group.

1. Open the Utilities view in the left-hand pane.
2. Click Analysis in the left-hand pane.
3. Click Client Analysis in the left-hand pane.
4. Select the Client Manager group in the Groups drop-down.
5. Click New Client Analysis.
6. Enter a client manager analysis code in the Analysis Code field.
7. Click Submit.
8. Repeat steps 4 to 7 until you have added a code for each client who needs to use the Client Task Tracker to approve work.

4. Configure a client to use the Client Task Tracker

For each client who needs to use the Client Task Tracker, carry out the following steps.

1. Open the Edit view in the left-hand pane.
2. Click Employees in the left-hand pane.
3. Select the relevant client.
4. Open the Tasks tab.
5. Specify the user name, e-mail address and password that the client will use to log into the Client Task Tracker.
6. Open the Analysis Groups tab.
7. If this client needs to use the Client Task Tracker to approve work, select the client's unique Client Manager analysis code.
8. Click Submit.

You have set up Client Task Tracker login credentials for the client. Provide these details to the client.

How does a client add and track tasks?

A client can use the Client Task Tracker to:

• track Task Manager tasks
• add tasks to the Task Manager

The client needs to carry out the following steps:

1. Log into the Client Task Tracker.

   The Client Task Tracker login screen is located at a URL ending in either TMTRACKER.DLL or TMCLITRACKER.DLL.

   Typically, the URL looks like this:

   http://[Coretime host]/tempus/tmtracker.dll

   http://[Coretime host]/tempus/tmclitracker.dll

   For the purposes of tracking and adding tasks, if the client has a Client Manager code, they must OMIT it when they log in.

2. Click the Add Task button.
3. Enter a concise description of the task in the Task Details field.
4. Add any necessary notes.

5. Click Submit.

   The task is added to the Task Manager, where it is automatically associated with the client, and with the default department if one was set up when you enabled the Client Task Tracker in System Options.

   A Coretime user can open the task in Task Manager and add necessary details to it. For example, they can assign the task to a particular project, and to an employee.

The Client Task Tracker lists:

• Tasks the client has added.
• Other tasks in the Task Manager belonging to the client's Coretime projects.

The status of a task is set by a Coretime user in Task Manager. Each status is signified by a colour:

	New tasks, on which work has not yet begun.
	Tasks currently in progress.
	Completed tasks.
	Tasks logged by a client, and not yet assigned to a project or otherwise populated in the Task Manager by a Coretime user.

How does a client approve work?

A client can use the Client Task Tracker to approve work that has been carried out in their Coretime projects.

To do this, the client carries out the following steps:

1. Log into the Client Task Tracker.

   For the purposes of approving work, you need to use the Client Task Tracker login screen located at a URL ending in TMCLITRACKER.DLL.

   Typically, the URL looks like this:

   http://[Coretime host]/tempus/tmclitracker.dll

   To be able to approve work, the client requires a unique Client Manager code. The client must specify this code on the login screen, along with their other login details.

2. The Client Manager Approval screen opens. Each line in this screen shows the day-by-day work done in a particular project associated with the client. You can use the arrow buttons to navigate to different weeks.

   Hover over a colour-coded span of work time to view basic details about it.

   To approve a project's work in a particular week, select the relevant App checkbox, then click Approve Time.

The approved work items are no longer visible in the Client Task Tracker.

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