1. Login to the Track Anything system (via www.trackanything.com). This will take you to the 'main page' of the Track Anything system.
2. Add Users to your system: Create a 'user profile' for everyone who is to report activities against the items you want to track. Do this by selecting 'Admin' and 'User' functions from the main page. Each user gets a user name and a password, which they can change if they wish. (Note: If you are a '30 Day Trial User', you can create only a maximum of ten (10) users in the system).
3. Create Projects: 'Projects' stand for the grouping of a specific entity you want to track -- Customer Orders, Problem Reports, Sales Leads etc. You can create various projects by selecting 'Project' from the main page, and 'Add' from the 'Projects' page. (For '30 day Trial Users', only one (1) project is allowed).
4. Assign Users to Projects: Once you have defined a project, you should add users who are to work in the project. Do this by selecting 'Admin', and 'Project User' functions from the main page, and the selecting 'Add' function from the 'Project Users' page.
5. Define Tasks for a Project: Next step is to define various 'Tasks' under each Project. You can name the tasks any way you choose to help your tracking. For example, under the 'Customer Orders' project, each task may a customer order number. You can specify the priority of the task, and the User who should be notified of the assignment of this task. You also have the option of specifying the percentage of the total project this task represents. (Note: If you are '30 day Trial User', you can create only a maximum of five (5) Tasks.)
6. Report Activities: User report various activities against the tasks assigned to them, by selecting Tasks from the main page, and then selecting the specific task from the Tasks page. Log your report by selecting the 'Report Activity' function from the Task screen. User can report the activity with a text description, effort (time spent), % of task completed etc. Also, one can notify other users of the project, via e- mail, the activity reported.
7. Reports: You can get various reports of the overall status of various Projects, Tasks, and Activities (with effort) by selecting 'Reports' and 'Billable Hours' from the Main Page. Note that these reports can be created on a project, task, and user basis.