The Task Detail window is where you define your tasks.

Parts of the Task Detail Window

Task Type	Task Type tells Theatre Manager which other fields need to be required in the lower half of the window. It’s the EDIT checking process to make sure that we have all the right information. The task you are creating will then have a cross-check or edit check based on the task type. Theatre Manager comes with 8 standard task types.
Meeting	A Meeting task is just a normal task that is not connected to a particular event / play or performance.
Attached to an Event / Play	If you choose to attach a task to a particular event / play, an additional field will display on the window where you can select which one to attach it to.
Attached to a Performance	If you choose to attach a task to a particular performance, an additional field will display on the window where you can select which one to attach it to.
Background
Notification	Only the Note tab is available
ToDo	ToDo Tasks do not have a starting and ending date and time, as a meeting would have, or painting the floor would have when preparing for a performance. They only have a "drop-dead" date... the very last day that this task/ToDo needs to be completed by. You cannot have a ToDo Task as part of a project, because items in a project must have beginning and ending dates. ToDo's only show in the sidebar for the Calendar and remain until they have been marked as Done. ToDo Tasks would typically be used for things like project or grant deadlines. By clicking the Show on Calendar checkbox, the ToDo will also show on the calendar. (This is not the default behavior for ToDo items.)
Project	If a task is part of a project, the project name will be displayed.
Status	Status displays the current status of the project. Once the last task on the project is marked as Done or Cancelled, the project status is automatically marked as Done. Conversely, if the project is marked as Done, all attached tasks that are not already marked as Cancelled are automatically marked as Done. If you mark a task as Done, it no longer shows on the day's tasks on the ToDo's & Today's Tasks. To change the Status, click the Status Drop down.
Description	Enter a Description for the task.
Priority	You can set a Priority for the project. (0 is considered "No Priority".) This is the default priority given to any tasks associated with this project.
Duration	The duration of the project is indicated (but cannot be edited). A duration of 1w 5d 10h 30m would indicate an elapsed time of 1 week, 5 days, 10 hours, 30 minutes.
Start and End Date and Time	To use the calendar and clock, click the button. The duration is calculated for you.
Active flag	Tasks with the Active flag unchecked are not normally found in queries or on calendars. Private shows the events differently, depending who you are.
Colour	You can select a specific colour from the pallete to override the standard colour of this task in the calendar. By selecting a colour other than black, a task can be given a colour different from the default. This overrides all other colour settings.
All Day Checkbox	Marking a task as All Day sets its starting and ending date from midnight to 11:59 PM and displays it in the all-day area for calendars displaying in one of the day views.
Private	Marking a task Private will only display the description on the owner's calendar, the calendar of designated editors, and those who are participants in the task. Others just see "Private"
Task Owner	By default, the person entering the task is the owner. Information about the task can only be changed by the owner, an editor assigned by the owner, or a system administrator.
Theatre	Displays the venue number if a venue has been assigned to the task. Clicking the Theatre button opens the Theatre Maps List Lookup. Click here for more information on the Theare Maps List.
Event / Play	Displays the Event / Play number if one has been assigned to the task. Clicking the Event / Play button opens the Event / Play List Lookup. Click here for more information on the Event / Play List.
Tabs
	Click here to go to the Particpants Tab page for a complete expanation of the tab and its functions.
	Click here to go to the Notes Tab page for a complete expanation of the tab and its functions.
	Click here to go to the Resources Tab page for a complete expanation of the tab and its functions.
	Click here to go to the Personnel Tab page for a complete expanation of the tab and its functions.
	Click here to go to the Transactions Tab page for a complete expanation of the tab and its functions.
	Click here to go to the Attached Files Tab page for a complete expanation of the tab and its functions.
	Click here to go to the Facility Tab page for a complete expanation of the tab and its functions.

Task Participants are people you wish to associate with the task. If volunteers are associated with the task, you will see them both on the volunteer tab and in the task participants list.

In the participants tab:

• You can select employees or patrons
• You can invite external people and place on their iCal/Outlook calendar
• Volunteers dragged here automatically create a volunteer history record
• You can add all people from a mail list (e.g. board members, staff list)
• You can set priorities
• You can set alarms
• You can accept meetings and set status

The main sections are listed below. Click on a link to learn more about the features.

Parts of the Task Participants Window

Displays the name of the company the Patron is associated with in their patron record

Status	Up to 3 icons can be displayed for each participant. these are: - Patron or - or an Employee Whether they have accepted the invitation to be part of this task or meeting. There are 6 statuses: - Invited - Accepted - Declined - Pending - To Be Invited - Accept by Default A participant's status is changed by selecting a line and clicking the Meeting button The third icon displays the priority of this task for the participant. Priorities range from 1 to 5 or can be left at 0 for tasks not requiring a priority setting. The priority can be changed by selecting a line in the list and clicking on the Priority button.
First /Last Name	First and last Name of the Patron selected to be a participant in the task
Status	Displays the status selected using the Task button
Invitation Sent	Displays the date the invitation was sent to the participant
Company
Patron #	The Theatre Manager Patron number for the participant
Priority	1-5 as selected using the Priority button
Response Date	Date the participant responded to the task request
	Opens the Contact List so you can add a participant to the task. Click here for information on adding a participant to a task.
	Removes the selected participant from the task.
	Participants can set an alarm for themselves. Click here for more information on setting Alarms.
	Sets the priority for the selected participant.
	Acknowledge a meeting response. When a task participant has responded to an Email request to come to a meeting, the Status of that person displays an "@". To acknowledge that you have seen the change, select the line and click the button. The indicator will go away. It will also no longer show in the Notifications window.
	Resets the selected participant to recieve Email messages.
	Add Me (the current user) as a task participant. When you add yourself to a task, the meeting status is automatically set to Accepted, since it is assumed you know about and intend to go to a meeting you have put yourself in.
	Each participant can mark the status of their portion of the task by selecting a line from the list and clicking the task button. Choices from the flyout menu are: Not Done, Done, In Progress, or Cancelled. Once the last person has marked their portion of the task as Done, the task itself is automatically marked as as Done.
	You can set the status by clicking on the Meeting button. . The status is also changed if the person responds to the iCalendar invitation sent out by Email.

Other information

A line in the list will display in for My record and if the employee is no longer active.

The Notes tab allows you to provide additional text description for some task types. Note you create are sent with meeting invitations - agenda style, plain text.

Notes can also be included in invoices.

Notes also can have security associated with them. The levels of security are defined by the levels you have set for the functioning groups in your organization. For example:

• Marketing
• Finance
• Administration
• Box Office
• Development
• Sound
• Backstage

These descriptions for ‘Security1, Security2, Security3, etc.’ can all be changed. Who should be able to see/know about this task. It’s a way to restrict to only having certain departments access to the data.

Notes can be included on invoices. For example, you can allocate a ‘cost’ for this task. These notes may help justify the reasoning for the ‘cost’.

The Resources Tab shows all of the resources that have been associated with a task. Resources can include actual items either in inventory (consumable items) or capital items (i.e., sound boards, chairs, etc.) as well as space rental details or anything else necessary for completing this task. These resources and their prices can be part of the invoice if these tasks are part of a project that is billed.

For information on how to enter your organization's Resources into Theatre Manager, please visit the help page for setting up Task Resources.

Parts of the Resources Tab

Active	Status of the resource (generally active or inactive)
Code	A unique code that has been assigned to the resource
Interal Description	Name that shows in the resource list and elsewhere in Theatre Manager
External Description	The name of the resource that is viewable by the general public
Quantity	Numbers of the resource selected
Notes	Any notes specific to the resource as defined on the Resource's Notes tab
Cost	The replacement cost per unit of the resource
Price	The amount charged per use of the resource
Group	The resource group to which the resource belongs
Task #	The task number as displayed in the task # field of the Task window
Resource #	The unique number in the database assigned to the particular resource
Income Acct	The income account used for the selected resource when it is sold or rented/
Expense Acct	The 'Cost of Goods' expense account to be used for the resource when it is purchased for later sale.
Date Entered	The date the resource was assigned to the task
	Adds a new resource to the Task. Click here to learn how to add a resource to a task.
	View the detail for the selected resource
	Removes the selected resource from the task
	Opens the resource window for the selected item. Click here for more information on the Resource Detail window.

Personnel associated with a task are different then volunteers. Personnel is where we are tracking people based on their abilities - or - their skill levels. For example:

• Master Carpenter
• Sound Technician
• Light Technician
• Costume Designer
• Backdrop Painter

The Personnel Tab shows all of the Personnel (or volunteers) with the skill required for the task.

Personnel refer to any person associated with a task for billing purposes. The personnel must be set up as volunteers (whether or not they are being paid for their work) with specific activities assigned to them, allowing the personnel to perform that duty/function. This is the only way to bill for hours worked on a project. These personnel and their costs can be part of the invoice if these tasks are part of a project that is billed.

In this tab, you can add a volunteer to the record and aggregate hours.

Dragging a volunteer into this tab creates a participant record automatically. For information on how to enter your organization's Volunteers into Theatre Manager, please visit the help pages for setting up Volunteer Activities and Personnel Management - Volunteer Window.

Parts of the Personnel Tab

First/Last Name	The First / Last Name of the selected Personnel
Activity	The Activity selected for this personnel. Cick here for information on the volunteer activity code table.
From / To Date	The From and To Dates the personnel selected will be associated with the task.
Start / End Time	The Start and End Times the personnel selected will be associated with the task
Play Code	If an event / play is associated with the task, the code for the event / play is displayed
Play Title	If an event / play is associated with the task, the Title for the event / play is displayed
	Adds new Personnel to the Task.	Opens the Activity window for the selected Personnel
	Removes the selected Personnel from the task
	Opens the Volunteer History window for the selected Personnel.

The Transactions tab displays any transactions associated with the task, after the project status has been changed from 'Estimate' to 'Invoice'. The transactions can be viewed in this screen, but cannot be edited.

Files of any type can be attached to a task or porject record in the database. These files are then stored in the database. This is safer than storing on file server, for example, grants, directions, budgets and documents. Because they are stored in Theatre Manager, they can be opened right out of Theatre Manager.

	If you make changes to the file and save them, you MUST drag the file back to the list to save the current version when you are done. Theatre Manager has no way to tell if you have made changes to the document and saved those changes, so you must explicitly re-save the document back to the database by dragging it back into the list.
	If you drag a file of the same name as exists in the task, Theatre Manager will ask if you want to: Replace the existing file - in which case the file is replaced Add a new file - in which case a second copy of the file is retained - which can be useful for saving generations of changes to some files like budgets. It saves as many generations (copies) as you wish.
	If you try to extract the file from the database and it finds that it still exists in the original pathname, Theatre Manager will ask if you want to replace that existing one with the one from the database

Parts of the Attached Files Tab

Doc	The Number of the document in the database.
Status	Indicates the document is loaded into the database.
Name	The file name for the document.
File Extention	The type of document (as indicated by it's extention).
Size	The size of the document.
Link	Where the document was ORIGINALLY located on your computer. Theatre Manager will check that pathname when trying to export -- to make sure that the file does not exist. if it does exist, you'll get a warning asking if you want to replace it.
Date Entered	The date the document was uploaded to the database.
Date Updated	The date a document was changed.
Changed By	The Employee number of the participant who attached the document to the task.
Task	The task number the document is attached to.
	To attach a file or document, click on the Add Doc button, or drag the file from your hard drive to the list. A line will be added to the list indicating the name of the file, its location on disk, size, etc.
Replace Doc	To completely replace the document with another one, click on the Replace Doc button, or drag the file from your hard drive onto the list. If a file is dragged onto the list: with the same name -or- with the same extension (file type) and size Theatre manager will ask if you want to replace that file with the one just dragged in with a dialog similar to the one below. The attachment in the list will be modified to show the current information.
Delete Doc	To delete a file or document, click on the Delete Doc button. This will remove the file from the database, but will not touch the original item from the disk.
View Doc	To view an attachment stored in the database, click on the View Doc button. If the file is found to already exist on disk at the stored the pathname, you will be asked if you want to replace the file on disk or open the one on disk. If it is not found, you will be asked where to save the file. Then the system will ask your computer to open it using the default application for that file type.
Locate Doc	Theatre manager stores the original pathname to the file. You can ask the system to open that file location. If the original document path was on a file server in a shared location (and that shared file server location is mounted and still exists), then everybody may be able to find the folder that contains the file is not a local hard drive, then you may be able to locate it if its on your computer in the same place. Other users will not have the same file structure as you, so they will be asked to save the file to their hard drive.

The Facility tab shows task information most often used if the task is part of a project. When printing invoices for projects, either estimates or actuals can be used. The values to use are seen on the Facility tab of each Task Detail window.

Parts of the Facility tab

Estimate and Actual	If a project has a billing type of Estimate, the value in the Estimate column is used. If a project has billing type Invoice, it uses the values from the Actual column, based on the actual resources and personnel records attached to the task.
Check Boxes	Include in Statistics - Uncheck to exclude a task from Statistics. (Not yet implemented) Include in Invoice - Uncheck to suppress printing of a specific task on the invoice.
Task Vendor	A Vendor may be attached to a task. This indicates that the vendor is responsible for performing this task and allows you to subcontract out portions of a project to others. While you can attach the vendor at this time, vendors do not yet show up in reports.
Order #	The order number displayed, is the one Theatre Manager has assigned to the Project this task is attached to.
Date Posted	The date the Order was posted.
Attendance	You can track the expected attendance (Expected) and actual number who attended (Attended) for a task. This is useful when have a meeting or gathering and wish to track the expected number, for planning purposes, and the actual number attended, for historical purposes.

Most of the items on the toolbar perform the expected standard functions.

An exception is the Duplicate button. It will create a duplicate of the current task in a new window, ready for editing. It does not duplicate the task participants.

If the task is part of a project, click the Project to open the Project Detail window.

If the task is part of a project, click the Gantt to open the Gantt window for the project.

If the task is attached to a donation in the donation window, click View Donation to open the Donation window for the associate donation.