Effexis & Goals To Action Blog

This tutorial shows you how to use bookmarking to help you remember where you left off when you complete a project block and start working on something else.

Click Here to View the Tutorial

When you have done some work on a task and are ready to move on to something else without fully completing the task, you can use the
Actions -> Record Work/Expenses command to help you remember where you left off.

1. Navigate to the Tasks tab and select a task for which you want to record some work
2. Select the Actions->Record Work/Expenses command. This will bring up the Work/Expense Record dialog.



3. Optionally enter how much time you spent on the task in the “Effort Spent” box. This will automatically reduce the effort left by that amount. If the Effort Left is a different amount, you can adjust it as needed.
4. Optionally, enter the bookmark reminder task in the “Follow up action” box.
5. Press the Add button.

The Work/Expense Record dialog provides the following fields:

• Name – Name of the project/task for which you are recording work
• Expected effort – Your original estimate of the amount of effort it would take to complete the task
• Effort to Date – This is the “actual effort” for the task so far
• Effort Spent – Enter the amount of work that you want to record for this task (for example: 30m, 2h)
• Effort Left – Enter your estimate of the amount of work that is still needed to complete the task
• Expected cost – Your original estimate of the cost of the task
• Cost to Date – This is the “actual cost” for the task so far
• Additional Cost – Enter the cost you want to add for this task (or leave blank)
• Follow up action – Allows you to add a “next action reminder task” as a child of the current task to serve as a bookmark or reminder of where you left off

In the example above, after entering the above information, the task list for this project would contain:

Notice that the “Effort Left” field has been reduced from 30 min to 20 min because this is the amount entered into the Effort Left box of the dialog.

In addition, a new child task called “Left at chapter 5” was added to the “Come up with chapter titles” task. This is a next action reminder or bookmark task because its effort values are both set to 0h.

This tells Achieve Planner that it is not an actual task, but just a reminder of where you left off and what you need to do next when you continue working on the “Come up with chapter titles” task.