A collection of Permissions that determines which features and data a user can access.

TaskBrowse provides default Access Levels and also allows new Access Levels to be created.

The percentage indicating how much of a Task has actually been completed.

When automatic time-based calculation is enabled:

Actual Time is calculated from the Task's Timesheets.

Automatic calculation can be disabled when necessary, allowing Percent Completed to be entered manually.

For Workflow Projects, Actual Task Progress can also be calculated based on the number of workflow stages and the Task's current position in the workflow, unless Percent Completed has been entered manually.

The amount of time actually spent performing work and recorded in the Timesheet.

A section of TaskBrowse for creating and managing custom reports and charts.

The Report Builder and Chart Builder are part of Analyzer, and data from Custom Fields can also be used in analyses.

A Timesheet that has been reviewed and approved by the manager.

An Approved Timesheet can no longer be edited.

Completed projects can be archived in TaskBrowse. An archived project is hidden from the default project list but can still be viewed using the status filter.

If future plans have been scheduled for tasks within the project, those plans are removed when the project is archived, and the affected users are notified.

Archiving is different from deleting. The information and history of an archived project remain available in the system.

Archived is one of the task statuses in TaskBrowse. Archived tasks are hidden from the task table by default, while their information and history remain available in the system.

A user who will no longer actively use TaskBrowse can be archived. After archiving, historical information such as timesheets and previous records remains available for reporting.

Archiving a user is irreversible.

When a task enters a workflow stage configured with this behavior, it is automatically assigned to the users defined for that stage.

When all members assigned to the stage complete their work, the task can automatically move to the next stage.

The user who assigned a task to another user.

The name of the user who assigned the task can be displayed in areas such as the My Tasks table.

The date on which a specific user completed their share of a task.

For tasks assigned to multiple users, an individual's Assignment Finish Date may differ from the overall Task Finish Date.

The status of a specific user on a Task.

This status can indicate that the user is still working on the Task, has completed their work, has suspended it, or has canceled it.

The overall Task Status depends on the Assignment Status of its different Task Team Members.

A file that can be attached to areas such as a project, Task, Timesheet, Meeting, or chat conversation.

TaskBrowse stores information such as the file name, file size, Creation Date, uploading user, and the area of the system to which the file is attached.

In Timesheet and Attendance Time reports, this indicates the amount by which the time recorded in the Timesheet exceeds the user's Attendance Time.

This metric is meaningful only when Timesheet Time is greater than Attendance Time.

In the Timesheets and Attendance Time Report, this indicates the amount by which a user's Attendance Time exceeds the time recorded in their Timesheet.

It shows how much of the user's time present in the organization has not been recorded as work time in the Timesheet.

This metric is meaningful only when Attendance Time is greater than Timesheet Time.

The amount of time a user was present at the organization based on Check-In/Check-Out records.

This value can be calculated automatically by TaskBrowse from recorded Check-In/Check-Out data or imported from another attendance system using an Excel file.

A report showing changes made to projects, Tasks, and their related information.

Changes such as creating or editing projects and Tasks, adding files, Comments, and Checklists are recorded in this report.

The report can be filtered by operation type, entity, user, project, Task, and time period.

The number of daily working hours considered available capacity for a user.

This value can be configured individually for each user in Manage Users. If no user-specific value is defined, the default value configured in System Settings is used.

Available Time is used in calculations such as Workload and Free time.

A chart for comparing users' average Workload over a specified period.

This chart helps identify uneven workload distribution among users and compare team members' levels of utilization. Access to the chart requires the appropriate Permission.

The percentage of a project's budget that has been consumed.

The TaskBrowse Calendar provides a time-based view of tasks, plans, and meetings.

Users can view assigned tasks together with information such as Start Date, Due Date, status, planned time, and actual time, and navigate between different months.

From the Calendar, users can schedule a task on different days or add selected tasks to the plan for a particular day. If a Plan Time Range has been specified, it is also displayed on the Calendar.

The Calendar supports viewing tasks and meetings, filtering by project and user, viewing the work calendars of subordinate users when the appropriate access is available, and editing tasks directly from the Calendar.

Different colors and indicators are used to represent items such as Start Dates and Due Dates, overdue tasks, planned tasks, tasks awaiting planning, completed tasks, and closed days.

A Task whose execution has been intentionally discontinued.

Canceled Tasks may be hidden from some lists by default and can be displayed using filters.

A tool for creating custom charts from TaskBrowse data.

Users can select the required parameters and create different chart types, including column, bar, pie, line, and stacked charts.

Charts can be saved, and Drill-Down can also be configured for them.

The recording of a user's Check-In and Check-Out times for calculating Attendance Time.

TaskBrowse can control Check-In/Check-Out with no restrictions or by IP address.

A report showing users' recorded Check-In and Check-Out information for calculating Attendance Time.

Depending on their Access Level, users may be able to view only their own Check-In/Check-Out records or those of other users.

Users with the required Permissions can add, edit, or delete Check-In/Check-Out records.

This report is different from the User Logins Report.

A list of smaller actions or steps required to complete a Task.

A Checklist is useful when several steps need to be tracked but do not need to be created as separate Tasks.

A Time Period in which the creation and modification of Daily Schedules and Timesheets are disabled.

Closed days can also be treated as non-working days in the Calendar and Gantt Chart and excluded from Task duration calculations.

A type of Custom Field in which the user selects one of several predefined options instead of entering free-form text.

In TaskBrowse, a Combo Field is created by using a custom text field and enabling its Combo mode.

A message or note recorded for a Task and used to exchange information among users associated with that Task.

Comments can be used in different areas of TaskBrowse, including Task Details, Task Board, Daily Schedule, and Timesheet.

A status indicating that the Task as a whole has been completed.

For a Task assigned to multiple users, the Task can change to the Completed status once all assigned users have completed their work.

A feature for creating a new project based on an existing project without having to redefine the project structure from the beginning.

When copying a project, a new and unique project title must be specified.

By default, the new project is assigned to the same Project Team as the original project. Customer and Contract information is also copied to the new project unless changed.

Users can choose whether the project's Tasks and their assignments should also be copied to the new project.

If the corresponding option is selected, the Start Dates and Due Dates of Tasks in the new project are adjusted based on the dates of Tasks in the source project.

Cost Categories determine the multiplier applied to the time spent on a project or Task when calculating human resource costs.

This feature is intended to support more accurate Wage Cost tracking under different working conditions.

TaskBrowse provides two default Cost Categories:

• Billable: Multiplier of 1, meaning the cost of recorded time is calculated without adjustment.
• NonBillable: Multiplier of 0, meaning the recorded time is excluded from Wage Cost calculations.

Additional Cost Categories can be defined with custom multipliers. For example, if a Cost Category with a multiplier of 1.4 is defined, the cost of recorded time is calculated using that multiplier.

A Cost Category can be defined at the project level, and a different Cost Category can be specified for an individual Task when required.

If a Cost Category is specified for a Task, the Task Cost Category takes precedence over the Project Cost Category.

Wage Cost for a Task, User, and Hourly Rate:

A chain of dependent Tasks whose schedule directly affects the project's Finish Date.

After Task Dependencies are defined in TaskBrowse, the Critical Path is displayed in the Gantt Chart, and Tasks on the Critical Path are highlighted in red.

The latest valid estimate of the amount of time required to complete a Task.

Initially, the Initial Estimated Workload is also used as the Current Estimated Workload. As the Task progresses, the Current Estimated Workload can be revised to reflect actual conditions.

A field created by an organization to store information specific to its own requirements.

Custom Fields can be created for entities such as projects, Tasks, contracts, and Customers.

They can be numeric, text, date, or Combo Fields and can also be used in the Report Builder and Chart Builder.

A person or organization for whom Contracts or projects are carried out.

A Customer can have multiple Contracts, and each Contract can contain multiple projects.

A report for viewing the status of Customers or Portfolios and their associated Contracts and projects.

In addition to Start Date, Finish Date, and Percent Completed, the report displays information such as Wage Cost, Other Costs, total cost, budget, and Budget Utilization.

The report supports Drill-Down. For example, users can drill down from a Customer to its Contracts and from a Contract to its projects.

A user's work plan for a specific day.

The user specifies which tasks they intend to work on, how much time they plan to spend on each task, and, when required, the time range during which the work is planned. Additional notes can also be recorded.

Planning represents the user's intention to perform work, whereas a Timesheet records the work that was actually performed.

The average amount of work on a Task that must be completed each working day in order to finish the Task by its Due Date.

In a simplified calculation:

A chart for viewing changes in users' Workload across different days.

This chart helps identify periods of underutilization or overload over time. Access to the chart depends on the user's Access Level.

A workspace for displaying TaskBrowse charts and management indicators.

The information available on the Dashboard depends on the user's access permissions, and the arrangement of charts can be customized.

A Task that is assigned by default to new users of the system.

A person designated as the manager of one or more users in TaskBrowse.

A Direct Manager must have the Timesheet Management Permission to review the Daily Schedules and Timesheets of the users they manage and, when necessary, approve, reject, or return their Timesheets for correction.

If they also have the View Team Members Reports Permission, they can view reports for their subordinate users.

When a Plan or Timesheet is recorded for a Task, the Task moves to the Doing column on the Task Board.

The user can also manually move the Task to the Doing column by dragging and dropping its card.

A Task Board status indicating that a user has completed their own share of a task.

A task can be marked as Done by changing its Assignment status, completing the work through a timesheet, or directly from the Task Board.

Done represents the status of the task for an individual user and does not necessarily mean that the entire multi-user task has been completed.

A feature that allows users to move from aggregated information to the underlying detailed data.

For example, users can drill down from a Customer to a Contract, from a Contract to a Project, and then to lower-level details.

TaskBrowse's Report Builder and Chart Builder also support Drill-Down.

The latest date by which a task is expected to be completed.

A task's delay or remaining time is calculated relative to this date.

An ID used to identify a user within the organization's personnel structure.

The Employee ID can be entered when creating or editing a user.

It is also used when importing users' Attendance Time from an Excel file.

An estimate of the Wage Cost of a Task based on its Estimated Workload and the Hourly Rates of the assigned users.

This cost is calculated using the Estimated Workload and Hourly Rates of Task Team Members.

One of TaskBrowse's default Access Levels, providing the user with a broad set of permissions.

An Access Level consists of a collection of individual Permissions.

The broadest TaskBrowse Permission, providing access to all system features and Permissions.

A visual representation of project Tasks and Summary Tasks on a timeline.

In the TaskBrowse Gantt Chart, users can review the project schedule, define and manage Task Dependencies, and view the project's Critical Path.

The cost of one hour of a user's work.

This rate can be defined for different time periods in Manage Users and is used to calculate the Wage Cost of Tasks and projects.

Allows a user to import users' Attendance Time into TaskBrowse using an Excel file.

The imported time can be used to compare users' Attendance Time with the time recorded in their Timesheets.

The initial estimate of the amount of time expected to be required to complete a Task.

This value is recorded in hours and is also used as the Task Weight when calculating Project Percent Completed.

The time interval between two dependent tasks.

In the TaskBrowse Gantt chart, a Lead or Lag value can be specified for a dependency between a Predecessor and a Successor. Negative values are also supported.

Lag introduces a time delay between dependent tasks, while Lead allows the tasks to overlap.

A positive value represents Lag, while a negative value represents Lead.

A section for viewing and managing the TaskBrowse license.

Users can view information such as license status, Start Date, expiration date, number of users, and the history of trial, expired, or reserved licenses.

License Management can also be used to purchase a new license, upgrade the current license, and increase the number of users.

One of TaskBrowse's default Access Levels, intended for users who require limited access to management capabilities.

The exact Permissions included in this Access Level can be configured through the Access Level settings.

A file that has been locked to prevent deletion or renaming by users who do not have the required Access Level.

File locking follows an access hierarchy. A file locked by a higher Access Level cannot be deleted or renamed by users with lower Access Levels.

A project that has been locked to prevent unintended changes.

In a Locked Project, actions such as editing or deleting the project, creating or modifying tasks and Summary Tasks, changing the workflow, and certain other modifications are restricted.

Locking is different from archiving. A Locked Project can still be an active project.

A status indicating that the planning deadline has passed, but the user can still record or complete their Timesheet.

Allows a user to create new Access Levels or delete and manage existing ones.

An Access Level is a collection of Permissions that can be configured according to users' roles within the organization.

Allows a user to create new projects and edit or manage all existing projects in the system.

This Permission is different from Project Manager Permission. Manage All Projects Permission has a system-wide scope, while a Project Manager has specific authority over the projects assigned to them.

Allows a user to view Wage Cost and other Task costs and manage them in the relevant areas of the system.

Without this Permission, even a user with Manage Tasks Permission cannot view Task costs.

Allows a user to assign Tasks defined in the system to appropriate users.

For Tasks that belong to a project, assignments are normally made to members of the same Project Team.

If the user also has the required management Permissions, they can assign a user who is not currently a member of the Project Team. In that case, the assigned user is also added to the Project Team.

This Permission is broader than Permission to Assign Tasks to Others because it is not limited to the user's own Tasks.

Allows a user to define and manage the organization's Customers or Portfolios.

Customers can be positioned above Contracts and projects in the hierarchy and can be used for Customer-based reporting.

Allows a user to add, edit, or delete Check-In/Check-Out information in the Reports section.

Allows a user to access the Meetings section, create new Meetings, and edit existing Meetings.

Allows a user to define and manage Programs or Contracts in the System Setup section.

Information such as title, number, Start Date, and Finish Date can be recorded for each Contract, and Contracts can be associated with Customers and projects.

A set of operations used to determine or change the current and next stage of a Task in a workflow.

In TaskBrowse, a Task does not necessarily have to follow a linear path. Depending on the workflow configuration, the next stage can be selected from among the permitted stages.

Allows a user to define and manage Task Categories used at the system level.

The defined Task Categories are then available when creating or editing Tasks for users with the appropriate Permissions.

Allows a user to view and manage all Tasks defined in the system.

With this Permission, the All Tasks option is displayed in the user's menu, and the user can create new Tasks and view, edit, or, where permitted, delete existing Tasks.

Allows a user to access Manage Users and manage system users.

A user with this Permission can create new users, edit user information, assign managers, change account status, configure Permissions, and set a new password when necessary.

A mode in which moving a Task and changing its team within a workflow stage are not performed automatically.

In this mode, stage management must be performed by the Project Manager or another user with the required Permission.

An event with a title, date, time, members, a secretary, and, when applicable, an associated project.

A Meeting can include an agenda, a location or an online meeting link, files, tags, reminders, attendance records, and meeting minutes.

A list of topics or subjects to be discussed during a Meeting.

After the Meeting is published, the Meeting Agenda can be sent to Meeting members together with the invitation information.

An official decision or outcome recorded for a Meeting.

A responsible person can be assigned to each Meeting Minute, and, when required, an actionable Task can be created from it.

A reminder for the scheduled time of a Meeting.

Multiple reminders can be configured for each Meeting so that members are notified before the Meeting takes place.

The person primarily responsible for managing the Meeting information.

The Meeting Secretary is a Meeting member by default, and Meeting invitations are sent on their behalf.

A Meeting can have different statuses throughout its lifecycle.

• Draft: The Meeting has been defined but has not yet been published.
• Published: Invitations have been sent and the Meeting has been added to members' Calendars.
• Not Started: The Meeting has been published but has not yet started.
• Meeting Is Held: The Meeting has taken place but has not yet been marked as completed.
• Completed: The Meeting has taken place and has been marked as completed.
• Canceled: The Meeting has been canceled.
• Archived: The Meeting has been archived after completion for historical reference.

A person selected to attend a Meeting.

When selecting Meeting Team members, TaskBrowse can also indicate conflicts between the Meeting time and their existing work schedules.

A chart for viewing the current user's average Workload over the selected period.

Only Tasks that are assigned to the user, have a valid Due Date, have a Current Estimated Workload, and are in the To Do or Doing status are included in the calculation.

If Actual Time has been recorded or a Task has multiple Task Team Members, the remaining workload and each user's share are also taken into account in the Workload calculation.

A view for reviewing the status of a user's Timesheets for a specific day or time period.

The report displays information such as the Timesheet date, approval status, editing deadline, Description, Plan Time, Actual Time, and Attendance Time.

The approval status indicates whether the Timesheet has been approved, rejected, or returned for correction by the user's Direct Manager. Approved Timesheets cannot be edited.

From this report, the user can open the Timesheet for a specific day and modify it if the submission or editing deadline has not yet passed.

A Task that is not associated with any project.

This type of Task is useful for day-to-day work or for organizations in which not all work is project-based.

A status indicating that execution of the Task has not yet begun.

The central area in TaskBrowse for viewing notifications and important events related to Tasks, projects, contracts, Meetings, Timesheets, and workflows.

The Notification Inbox can display events such as Task Assignments, approaching or passed Due Dates, rejected or Returned Timesheets, mentions in Comments or chat conversations, Task changes, reminders, Meeting notifications, and the movement of Tasks between workflow stages.

Users can view unread notifications and mark all of them as read at once.

Two configurable values used to define the desirable and undesirable limits for Objective achievement.

Indicates the importance of an objective within a project.

TaskBrowse provides three levels of Objective Importance:

• Indispensable
• Important
• Less Important

Objective Importance is different from Objective Weight. Importance is a managerial classification, while weight is used to calculate an objective's contribution.

The degree to which a Project Objective has been achieved.

TaskBrowse can calculate this value from subordinate Objectives or Tasks. Percent Realized can also be entered manually.

A configurable classification for Project Objectives.

Organizations can define the Objective Types they require in System Setup and use them when defining Project Objectives.

The units used to measure the values of quantitative Objectives.

Units of Measurement can be defined in System Setup and selected when defining a quantitative Objective.

A value that determines an Objective's contribution to the realization of its Parent Objective.

Tasks linked to an Objective can also have different weights in determining Objective Percent Realized.

A feature for direct and team-based communication among TaskBrowse users.

Users can communicate directly with another person or use the Project Chat Room and Task Chat Room to communicate with team members.

When a project or Task is created, the corresponding chat room is also created automatically, and access is determined by membership in the Project Team or Task Team.

Online Chat provides features such as sending messages and files, mentioning users, using emojis, searching messages, viewing users' online status, accessing previous conversations, viewing message read status, and marking messages as read.

With TaskBrowse AI, conversations can also be summarized and potential Tasks can be identified from chat content.

A Time Period in which users are allowed to create or modify Daily Schedules and Timesheets according to the defined deadlines.

A view of the hierarchical structure of users within the organization and the management relationships between them.

The TaskBrowse Organizational Chart is based on each user's Direct Manager and can be viewed from Manage Users. An Organizational Position can also be specified for each user.

The title or organizational position held by a user, such as Project Manager, Sales Specialist, or Department Supervisor.

A user's Organizational Position can be entered or modified in Manage Users → Edit User.

This information, together with the Direct Manager relationship between users, is used in the TaskBrowse Organizational Chart.

A cost that does not directly result from human work time.

This type of cost is entered manually for a Task.

Other Costs can be recorded from the Task Details view under the Costs tab.

A report for viewing and analyzing non-wage costs recorded for projects and Tasks.

These costs are separate from Wage Cost and may include items such as materials, equipment, and other expenses related to performing the work.

An Objective that has one or more subordinate Objectives beneath it.

TaskBrowse allows Project Objectives to be defined across multiple levels.

A report for viewing Tasks whose Due Dates fall within a specified period.

The report displays information such as Task title, project, status, Start Date, Due Date, Current Estimated Workload, Actual Time, Percent Completed, and the amount of delay or remaining time.

Allows a user to manage Time Period settings related to Planning and Timesheets.

A user with this Permission can open or close Time Periods, change Planning or Timesheet submission deadlines, and extend or restrict deadlines for selected users.

It also allows Planning or Timesheet entries to be recorded after the standard closing time using the functionality provided by this Permission.

Authorization to perform an operation, view information, or use a specific part of TaskBrowse.

Permissions can be assigned individually to users, while an Access Level consists of a collection of Permissions.

TaskBrowse Permissions are organized into general categories such as Tasks, Reports, and Management.

Allows a user to create or manage Tasks through Meeting Minutes without necessarily having the equivalent Permission to create or manage Tasks elsewhere in the system.

Allows a user who is a member of a Project Team to assign themselves Tasks within that project that have not yet been assigned to them and add those Tasks to their own Task list.

Allows a user to assign Tasks in their own Task list to other members of the Project Team.

This Permission is different from the Manage Assignments Permission because it applies only to the user's own Tasks rather than all Tasks in the system.

Allows a user to create new charts or edit existing charts in Analyzer.

Allows a user to access the Report Builder in the Analyzer menu and create new custom reports or edit existing Tailor-made Reports.

Allows a user to create new Tasks for themselves.

From the My Tasks table, the user can create a Task with information such as Estimated Workload, Due Date, and Task Category.

A Task created by a user for themselves can also be edited or deleted by that user.

The latest time at which a Daily Schedule can be created or modified.

This deadline is controlled through Periods Management, and a manager with the required Permission can change it for all users or selected users.

The period of the day during which a user intends to work on a task.

A Plan Time Range is different from Planned Time. A time range specifies the start and end times, whereas Planned Time represents the total amount of time allocated to the task.

The amount of time a user allocates to a Task in their Daily Schedule.

A status indicating that the user can still create or modify their Daily Schedule for that day.

An entity positioned above contracts and projects in the hierarchy.

Organizations that work with multiple customers can define those customers in TaskBrowse to identify which work belongs to each customer. Contracts and projects can then be linked to the appropriate customer.

The Customer / Portfolio Progress report can show information such as progress, wage cost, other costs, total cost, and budget utilization across the associated projects.

A task on which another task depends according to a defined scheduling relationship.

Predecessors can be managed through the Gantt chart or from the View Details section of the Task.

The section of TaskBrowse where users can view and modify their personal information and preferences.

Users can manage items such as their profile picture, email address, mobile number, language, theme, first day of the week, navigation menu type, Show Floating Raila Icon option, and password.

Two-factor authentication and Notifications are also available in this section.

A level above a project that can contain multiple projects.

A Customer can also have multiple Contracts.

In the Programs/Contracts Progress report, the progress of each subordinate project contributes to the overall Contract or Program progress according to the Project Weight.

The weighted average progress of the projects associated with a contract or Program.

Each project's contribution to the overall progress is determined by its Project Weight.

A report for viewing the progress of Programs or Contracts and their associated projects.

The report displays information such as Start Date, Finish Date, Percent Completed, and financial information for each Program or Contract.

Each project contributes to the overall progress of the Program or Contract according to its Project Weight.

A project is a temporary endeavor undertaken to achieve defined objectives within specified deadlines and with specific resources, resulting in a unique product, service, or outcome.

In TaskBrowse, a project can include a project manager, team members, tasks, Summary Tasks, a budget, objectives, workflows, a Gantt chart, files, and financial information.

The amount allocated for carrying out a project.

The budget is recorded as part of the project information and can be compared with the project's actual cost in cost reports.

A dedicated chat space for the members of a project.

A Project Chat Room is created based on the project and its Project Team and is available to the members of that team.

A report for reviewing the detailed costs of a specific project.

The report displays costs for individual project Tasks and includes Estimated Cost, Wage Cost, Other Costs, Project Budget, Remaining Project Budget, and Budget Utilization.

Unlike the Projects Costs Report, which is used to compare multiple projects, the Project Costs Report provides detailed financial information for a single project.

A report for viewing the time that team members have planned for project Tasks.

This report can be used to review users' work schedules and assess their current commitments and Workload before assigning new Tasks.

Users without management access can also view their own planning information.

A view that displays charts and information about the current status of a specific project.

The Project Dashboard can be accessed by selecting a project from the Projects table and opening its Dashboard tab.

An image selected from the files attached to a project and displayed as the project's Featured Image in the project table.

The Featured Image cannot be changed while the project is locked.

The planned completion date of a project.

If a Finish Date has not been entered directly for the project, TaskBrowse can use the latest Due Date among the project's tasks as the Project Finish Date.

One of TaskBrowse's default Access Levels, providing users with the Permissions required to work with projects and their related Tasks.

This is different from a Project Manager. A Project Manager is a role within a specific project, whereas Project Management Access Level is a system-level Access Level.

The person responsible for managing a specific project.

For projects they manage, Project Managers have capabilities such as viewing the Project Progress Report, managing the Project Team, managing Tasks and Project Task Categories, managing Task Assignments, and viewing and modifying the Gantt Chart.

A Permission that allows a user to be selected as the Project Manager when creating or editing a project.

For projects they manage, a Project Manager has capabilities such as viewing the Project Progress Report, managing the Project Team, viewing project documents, managing Project Task Categories, managing Tasks and Task Assignments, and viewing and modifying the Gantt Chart.

A trackable outcome defined for a project.

Objectives can be structured across multiple levels and can be linked to project Tasks at the lowest level.

Task Weight can also determine a Task's contribution to Objective Percent Realized.

The total Other Costs of all Tasks within a project.

A Gantt-like view for simultaneously viewing the schedules and progress of multiple projects across the organization.

This view displays each project's Percent Completed and provides access to its Work Breakdown Structure.

If a project has its own Start Date and Finish Date, those dates are used. Otherwise, the dates can be calculated from the project's Tasks.

The percentage representing the actual overall progress of a project based on the progress of its Tasks.

The contribution of each Task to Project Percent Completed depends on its weight within the project. Initial Estimated Workload is used as the basis for determining Task Weight. If even one Task does not have a defined weight, all Tasks are treated as having equal weight.

The percentage of progress that a project is expected to have achieved by a specific date based on the Planned Percent Completed of its Tasks.

When calculating Project Percent Completed, Tasks are weighted according to their contribution to the project. A Task's Initial Estimated Workload is used as the basis for its weight. If even one Task has no defined weight, TaskBrowse treats all Tasks as having equal weight.

In the Project Progress Report and chart, Project Planned Percent Completed is displayed alongside actual Project Percent Completed so that actual execution can be compared with the plan.

A chart for viewing project progress over time and comparing Actual Progress (Percent Completed) with Planned Progress (Planned Percent Completed).

This chart can be used to determine whether the project is ahead of schedule, behind schedule, or progressing according to plan.

In TaskBrowse, the project's progress history is available as an S-Curve through the Project Progress Report.

A report for viewing the actual and planned progress of a project and its Tasks.

By opening the details of a project, users can view the Percent Completed of its constituent Tasks.

The report also provides access to the project's progress history and S-Curve.

A role assigned to each Project Team Member that determines what information the user can view or edit within that specific project.

In TaskBrowse, Project Roles include options such as viewing only the user's own Tasks, viewing all Tasks, and editing all Tasks.

The date on which a project begins.

If the Project Start Date has not been entered directly, the earliest Task Start Date among the project's tasks can be used as the Project Start Date.

A status indicating whether a project is currently in use or has been removed from the active work cycle.

In TaskBrowse, a project can have one of two statuses:

• Active: The project is available, and its Tasks, Project Team Members, and other information can be managed.
• Archived: The project is removed from the active projects list, while its information and history remain available for reference and reporting.

Archiving a project does not delete it.

This status is different from Project Status in the Progress Report.

A status automatically determined in the Project Progress Report based on the statuses of the project's Tasks.

The Project Status is determined as follows:

• Canceled: All project Tasks are Canceled.
• Completed: All project Tasks are either Completed or Canceled.
• Not Started: All project Tasks are either Not Started or Canceled.
• Started: In all other cases, the project is considered Started.

This status is different from the Active / Archived status displayed in the Projects table.

A group of similar Tasks defined at the project level and used to categorize Tasks within that project.

Project Task Categories can be defined from the Projects menu.

The group of users participating in a project.

Project Team members can have different roles and access levels within the project.

A user who has been added to the Project Team.

A Project Team Member's access within the project depends on their role in that specific project.

A member may be allowed to view only their own Tasks, view all project Tasks, or both view and edit all project Tasks.

The total Wage Cost of all Tasks within a project.

A value that determines a project's contribution to the overall progress of a Program or Contract.

A sequence of stages that the Tasks of a project must pass through during a process.

Each stage can have its own members and assignment behavior. As a Task moves between stages, it follows the process defined for the project.

A visual representation of the stages in a Project Workflow.

This view can be used to follow the movement of Tasks through the process and perform selected Manage Stage Actions.

A report for comparing the costs and budgets of multiple projects.

Users can compare projects based on costs, allocated budget, and Budget Utilization, and select a project to view its detailed costs.

A chart for analyzing trends in the Actual Time spent on different projects over time.

The chart can display time spent on projects for the current month and previous months, or by individual months of the year, and allows users to select the projects to include.

An Objective that is not necessarily measured using a numeric value.

When defining an Objective in TaskBrowse, users can specify whether it is Quantitative or Qualitative.

An Objective with a specific target value and Unit of Measure.

In TaskBrowse, a target value and Unit of Measure can be defined for a Quantitative Objective.

TaskBrowse's AI assistant, which can analyze and answer questions based on information available in the system, including project data, tasks, time, costs, progress, and workload.

A workflow behavior in which a task is reassigned to the original team specified when the task was created after the task reaches a particular workflow stage.

A workflow behavior in which a task is reassigned to the entire relevant team at a particular stage.

This option is useful in workflows where a task must return to a previous group of team members after passing through several workflow stages.

A Task that repeats periodically according to a defined time pattern, such as weekly.

TaskBrowse provides Recurring Tasks for managing repetitive work.

A Timesheet that has been reviewed and rejected by the manager.

Rejected is different from Returned for Correction.

The difference between a user's Available Time and Planned Time.

The estimated amount of work still required to complete a Task based on its current estimate.

In Workload calculations, the Actual Time already completed by a user is deducted from that user's estimated share, and the remaining amount is used for future calculations.

The unused portion of a project's budget.

Remaining Project Budget is available as part of the Project Cost Report.

A tool for creating custom reports from TaskBrowse data.

Users can define rows, columns, and report parameters, configure Drill-Down, save reports, and export them to Excel.

The ratio of the time recorded by a user in their Timesheet to their daily Available Time.

TaskBrowse displays this metric as part of the user's Timesheet performance information.

The ratio of actual time recorded in the timesheet to the planned time for the same day.

This metric indicates how much of the time planned for daily tasks was actually reported by the user.

A value of 100% means that reported time equals planned time. A value below 100% means less time was reported than planned, while a value above 100% means the recorded actual time exceeded the planned time.

The difference between the actual date on which work was completed and the date on which the user recorded the Task as completed in the system.

A Timesheet that a manager has returned to the user for correction.

When returning a Timesheet, the manager can provide an explanation and specify a new deadline for making the required corrections.

A process in which a manager reviews users' daily plans and reported work.

During this process, a workday can have statuses such as Planning, Logging Timesheet, or Waiting for Review.

After reviewing the timesheet, the manager can approve it, reject it, or return it to the user for correction.

A chart showing how project progress changes over time.

In TaskBrowse, users can access the project's progress history and S-Curve from the Project Progress Report and compare actual and planned progress over time.

An ability or area of expertise defined for users.

Required Skills can also be specified for a Task so that more suitable users can be identified when selecting the Task Team.

The degree of proficiency or expertise a person has in a particular skill.

In addition to assigning a skill to a user, a Skill Level can also be specified. A Task can likewise require a particular skill at a specified level, helping identify more suitable users when selecting the Task Team.

Indicates how closely a user's skills match the skills required for a task.

TaskBrowse suggests users with a stronger Skill Match during Task Assignment and visually indicates the degree of matching.

A Task whose execution has started but which has not yet been completed overall.

For a Task assigned to multiple users, the Task may remain in the Started status until all assigned users have completed their work.

A task that occurs after its Predecessor according to a defined scheduling relationship.

When defining a dependency in the TaskBrowse Gantt chart, the Predecessor is selected first, followed by the Successor.

A component of the Work Breakdown Structure (WBS).

In TaskBrowse, a Summary Task can contain both tasks and other Summary Tasks, allowing a project to be decomposed into as many levels as required.

In TaskBrowse, suspension primarily represents an individual team member's work status on a task rather than the overall status of the task itself.

If at least one Task Team member has suspended their work, the task appears in the Suspended Tasks report.

A user's work on a task can be suspended from the Task Board, the My Tasks table, or when removing the task from the Daily Schedule or Timesheet.

A Task for which at least one Task Team Member has changed their work status to Suspended.

A report showing Tasks for which at least one Task Team Member has suspended their work on the Task.

Suspension can be performed from the Task Board, My Tasks table, Timesheet, or Daily Schedule.

The section of TaskBrowse where the system administrator defines organization-wide settings and operational rules.

Settings are grouped into areas such as Time Tracking, Projects and Tasks, General Settings, Entry/Exit, and Analytics.

This section can be used to configure items such as planning and Timesheet lock times, users' default available time, whether selecting a project or Summary Task is mandatory, currency, the first day of the week, check-in/check-out settings, and selected Analytics settings.

A flexible tool for categorizing tasks.

Tags can be used to analyze time spent and to build reports or charts. TaskBrowse can also use AI to suggest relevant tags for a task.

A Tag is different from a Task Category. Task Categories provide a more structured classification, whereas Tags provide a flexible way to label tasks.

A chart for viewing trends in Actual Time spent on Tasks based on their assigned Tags.

This chart can be used to compare how the amount of time spent by the organization on specific topics or types of work changes across different periods.

A chart created and saved by a user using the Chart Builder.

Tailor-made Charts can be viewed and edited in Analyzer → Charts and can also be added to the Dashboard.

A report created and saved by a user using the Report Builder.

When saving a report, the user can specify its title and parameters. The report can later be accessed from the Tailor-made Reports section.

A manageable unit of work in TaskBrowse.

A Task can have a project, Summary Task, Task Category, Task Team, Start Date, Due Date, Estimated Workload, status, Percent Completed, Checklist, Tag, files, Comments, and costs.

A Task does not necessarily have to belong to a project.

The assignment of a task to one or more users.

If the task belongs to a project, Task Team members are generally selected from among the members of the Project Team.

A Kanban-style view of a user's tasks, organized into three primary columns:

• To Do
• Doing
• Done

A chart for viewing trends in Actual Time spent on different Task Categories over time.

The chart can display information for the current month and previous months or by individual months of the year.

A category used to group Tasks of a similar nature, such as marketing or content creation Tasks.

Some Tasks performed within an organization are similar in nature and can be placed in the same Task Category.

Task Categories can also be used in time reports and charts, and each Task can belong to one Task Category.

A Task Category and a Task Team are two entirely different concepts. A Task Category is used to classify Tasks, while a Task Team is the group of users assigned to perform a Task.

A feature that keeps users informed about important changes to a task or to tasks within a project.

Notifications may cover changes to items such as the title or description, start date, due date, estimated workload, status, actual time, planned time, Percent Completed, comments, checklist, and files.

A chat space for the members of a Task.

Task Team members and the Task Manager can communicate and share files in this space.

A report for viewing Comments recorded on different Tasks in one place.

This report helps managers and team members review conversations and explanations recorded on Tasks without opening each Task separately.

A Task created from a Meeting Minute.

TaskBrowse allows a Meeting Minute to be converted into an actionable Task, with the person responsible for the Minute optionally becoming a member of the Task Team by default.

Indicates how completely Tasks have been defined with the scheduling information required for effective planning.

This metric is evaluated based on the presence of information such as Start Date, Due Date, and Estimated Workload.

A chart for evaluating the quality of Task definitions based on the availability of essential scheduling information.

The chart evaluates whether Tasks have a Start Date, Due Date, and Estimated Workload, and the results can be viewed for Tasks created by different users.

The amount by which a task is behind its Due Date.

For an incomplete task:

For a completed task:

A positive value indicates that the task is overdue. A negative value means there is still time remaining before the Due Date.

A scheduling dependency between two Tasks within a project.

In TaskBrowse, Task Dependencies can be defined and managed through the Gantt Chart or from the Dependencies tab in Task editing and Task Details.

Currently, TaskBrowse supports the Finish-to-Start (FS) relationship, in which the Successor starts after the Predecessor finishes.

Task Dependencies are used to define execution order, evaluate the effect of date changes and delays on other Tasks, and identify the project's Critical Path.

The number of working days within the execution period of a Task.

In TaskBrowse, users can specify any two of the following values — Start Date, Task Duration, and Due Date — and the system calculates the third.

Non-working days are excluded from the Task Duration calculation.

Task Duration is different from Estimated Workload. Task Duration represents the length of the execution period in days, while Estimated Workload represents the amount of work required in hours.

An image selected from the images attached to a task and displayed as the task's Featured Image in the task table.

The date on which the task as a whole reached the Completed status.

This date is also used when calculating the delay of a completed task.

The person responsible for managing a Task in TaskBrowse.

By default, the user who creates the Task is assigned as its Task Manager, but the Task Manager can be changed through Edit Task.

A Task Manager can view and manage a Task even if they are not a member of the Task Team.

The Task Manager can also be mentioned in Comments even when they are not a Task Team Member.

A Task Manager can pin important Comments so that they remain more visible among other Task Comments.

A maximum of three Comments can be pinned for each Task.

The percentage of a Task that is expected to have been completed by a specific date based on its schedule.

In a simplified calculation:

The Task must have a Start Date, Due Date, and Initial Estimated Workload for this metric to be calculated.

The number of days remaining until a Task's Due Date.

In the Task Delay (Days) value shown in the Past Due Tasks Report, if the Task has not yet reached its Due Date, the delay is displayed as a negative value.

A feature for scheduling a Task reminder based on the Task's Start Date or Due Date.

Users can specify how many days before or after the selected date the reminder should be sent, as well as the time of day.

They can also specify whether the reminder should be sent only to themselves or to all Task Team Members.

A Task Reminder can be delivered through in-app notification and email.

The date on which execution of a task is expected to begin.

The overall status of a Task in the system.

The following statuses are available in Edit Task:

• Not Started
• Started
• Completed
• Canceled
• Archived

Task Status is different from Assignment Status. Task Status applies to the Task as a whole, while Assignment Status represents the status of a specific user on that Task.

The group of users assigned to perform a task.

Each Task Team member has an independent work status. As a result, some team members may have completed their work while others are still working on the task.

A user to whom a Task has been assigned.

Each Task Team Member has their own independent work status for the Task.

The human resource cost incurred in performing a Task.

Basic calculation:

For Tasks with multiple Task Team Members, each user's cost is calculated based on that user's Actual Time and Hourly Rate.

Cost Category can also affect the calculation.

In TaskBrowse, a Task's Initial Estimated Workload is used as its weight when calculating Project Percent Completed.

A chart showing each project's share of the total Actual Time recorded during a specified period.

This chart helps identify which projects consume the largest share of the organization's time resources.

A chart showing the share of the organization's Actual Time spent on Tasks with different Tags.

Users can select the desired time period and Tags for analysis.

A chart showing each Task Category's share of the total Actual Time recorded during the selected period.

A day or period for which a manager can control the status of Daily Schedule and Timesheet entry.

A Time Period Manager can open or close Time Periods and change the deadlines for Planning and Timesheet submission.

A collection of reports for analyzing time recorded in Timesheets and Wage Cost from different perspectives.

These reports include:

• By User: Displays Plan Time, Actual Time, and Wage Cost for each user.
• By Project: Displays time spent and Wage Cost for each project.
• By User and Project: Displays time and cost for each user within each project.
• By Program/Contract: Displays time and cost by Program or Contract and their associated projects.

These reports also support Drill-Down.

The ratio of a user's planned time to their daily available time.

This metric indicates how much of the user's available time capacity is covered by their daily plan. It should not be interpreted as economic productivity or as a measure of the quality of an individual's performance.

A tool for automatically measuring and recording the amount of time spent working on a task in the Timesheet.

Starting and stopping the Timer records both the actual time and the corresponding Time Range in the Timesheet.

Indicates how much a user relies on the Timer when recording work time.

Greater use of the Timer can help improve the accuracy of Actual Time records.

A record of the time a user actually spent working on different tasks.

A Timesheet can include actual time, Time Ranges, comments, files, and information related to the task.

A report containing detailed time records for Tasks together with related information such as Project, date, Plan Time, Actual Time, and Wage Cost.

The latest time at which a user is allowed to submit or modify a Timesheet for a particular day.

This deadline is controlled through System Settings and Periods Management.

A Permission that allows a user to be selected as the manager responsible for reviewing other users' Daily Schedules and Timesheets.

A user with this Permission can review the plans of users under their management and approve, reject, or return their Timesheets for correction.

A comparative metric that compares an individual's performance with that of other team members based on time recorded in Timesheets.

The time period during which a user actually worked on a task.

In TaskBrowse, users can record the time interval during which work was performed in their timesheet. The interval can be entered manually or generated by the Timer.

The total duration of all recorded intervals represents the task's actual time for that day.

For example:

If multiple intervals are recorded, their durations are added automatically. For example, 09:00–10:00 and 11:00–12:30 represent a total of 2 hours and 30 minutes.

A report for comparing time recorded in Timesheets with users' Attendance Time.

The report includes information such as Timesheet approval status, Plan Time, Actual Time, Attendance Time, Attendance Surplus, and Attendance Deficit.

A Task that has been assigned to a user but has not yet been included in a Daily Schedule or Timesheet and on which work has not yet started.

A chart showing the ten projects on which the organization spent the most Actual Time during the selected period.

A chart showing the ten Task Categories with the highest Actual Time during a specified period.

This chart helps identify the types of work on which the organization spends most of its time.

The sum of the project's Wage Cost and Other Costs.

A person within the organization who has a TaskBrowse account and can access different parts of the system according to their Access Level, roles, and membership in projects and Tasks.

A report for viewing users' roles and access within the organization's projects and Tasks.

For each user, the report shows their role in a project, such as Project Team Member, Viewer, Editor, or Project Manager, and whether they are a Task Manager or Task Team Member for a Task.

A user account can have statuses such as Active, Inactive, Email has not been verified, or Locked, and the user can also be archived.

An Inactive user has not yet completed the activation process, while a Locked user is not allowed to log in to the system.

A collection of settings that determine the conditions under which users are allowed to record their check-in and check-out in TaskBrowse.

The system administrator can choose one of the following methods:

• No Limitation: Users can check in and out from any location or network.
• IP Address: Check-in and check-out are allowed only from specified IP addresses.

A metric representing the average delay of a user's Tasks over a specified period.

A report showing users' logins to and logouts from TaskBrowse.

The report displays information such as first login, last logout, login count, logout count, and the user's IP address.

A report used to review a user's performance over time.

Information such as skills, User Delay Indicator trends, Reporting Delay, Actual Time, Planned Time, and the contribution of projects and Tasks can be reviewed in this report.

A report for viewing all Tasks assigned to a particular user.

The report displays information such as the related project, Task status, Due Date, and the number of days the Task is delayed or the number of days remaining until its Due Date.

It also distinguishes between the overall Task status and the user's individual work status on the Task.

The amount of time a user has available for accepting new work between a Start Date and a Due Date.

In a simplified calculation:

The user's share of other Tasks assigned within the same period is then deducted from this capacity.

A chart for viewing and comparing the Actual Time recorded by users over a specified period.

A chart for comparing the amount of time users have spent on different projects.

The chart shows the total Actual Time spent on each project and also allows users to view each user's share of that project's time.

A chart for comparing the Actual Time users have spent on different Task Categories.

This chart can be used to analyze how much of each user's time has been spent on different types of work within the organization.

A report for reviewing users' delays and performance over a specified period.

The report includes indicators such as User Delay Indicator, Reporting Delay Indicator, number of completed Tasks, and number of delayed Tasks.

Users can drill down into an individual user's record to view details of their Tasks and delays and can also access the User Performance Dashboard from this report.

The amount of non-working time allowed during a day, which may include periods such as lunch.

This value can be defined in System Settings.

Allows a user to view reports for all users in the organization.

Without this Permission, users can access only their own information in many reports.

A user with this Permission can also view TaskBrowse charts.

Allows a user to view reports for users for whom they have been designated as Direct Manager in TaskBrowse.

This Permission has a narrower scope than View All Reports Permission.

A status indicating that the Timesheet submission deadline has passed and the work report is ready for review by the manager.

A hierarchical structure used to break a project down into smaller, more manageable components.

In TaskBrowse, a project can be broken down into Summary Tasks and Tasks across an unlimited number of levels.

A project whose tasks move through a defined sequence of stages.

A workflow can be configured for this type of project to manage the movement of tasks between stages and their assignment to different users.

One of the stages that a Task passes through in a Project Workflow.

Each stage can have its own team, assignment rules, and operational behavior.

A behavior that is executed when a Task enters a workflow stage.

This behavior can include manual management, Assign to New Users, or different Re-assignment options.

Workload indicates how much of a user's available daily working time is required to complete their assigned tasks.

In a simplified calculation:

Then:

In the actual calculation, when a task has multiple team members, its Estimated Workload is distributed among them. If actual time has already been recorded, completed work is deducted from the remaining effort, and the remaining workload is distributed among team members who have not yet completed the task.