EasyTaskLink Professional Edition is a task management system that integrates Outlook Tasks for Team members and using Email and Excel for notifications and alerts. With this Professional Edition of EasyTaskLink task assignments are automatically sent via email to your team members Outlook Tasks folder. Team member can then file their status report from Outlook and via email the project is automatically updated. This approach saves the project manager’s time collecting status reports and summarizes the project status.

This document gives you a step-by-step guide to properly install EasyTaskLink Professional Edition.

EasyTaskLink Professional Edition is a single user edition, it installs easily to your personal computer. This means that the task database is in your computer, directing and deploying tasks using email. You can work offline and then send the task when connected to the internet. You may use email system such as Gmail, hotmail, and yahoo mail. The only requirement is that your team member only needs to use Outlook 2003/2007 and has an email address.

Prerequisites

EasyTaskLink Project Manager Station requires the following:

· Windows XP, Windows 2000, Windows 2000 Server, Windows 2003 Server, VISTA.

· Memory 1GB – Minimum.

· Hard disk 1GB recommended. For each task, add 10K bytes.

· Outlook 2003, 2007 to receive Task Assignments, notifications and filing status reports.

· Excel for Executive Dashboard and View Functions.

· Optional: Microsoft Project 2003, 2007.

EasyTaskLink Team Member Station requires the following:

· Outlook 2003, 2007 to receive Task Assignments into their Outlook Tasks Folder and for filing Status Reports.

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Install EasyTaskLink Database

For Windows XP, 2000, 2000 Server or 2003 Server, you follow the sequence below:

Install MSDE for Windows XP or Windows 2000 or Windows 2000 Server or Windows 2003.
Install EasyTaskLink Professional. (Refer to the next section.)

For Windows VISTA, you follow the sequence below:

Install Microsoft .Net Framework 2.0.
Install SQL Server Express 2005.
Install EasyTaskLink Professional. (Refer to the next section.)

You may accept the default when installing SQL Server Express 2005. However, it is require for you to select Mixed Mode from the Authentication Mode screen.

Note: Please remember the password you entered. In the next phase of installation, EasyTaskLink will prompt you for the password when creating the database. The password will be what you have entered here.

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Installing EasyTaskLink Professional

1. Be sure to exit Outlook and Excel so the software can install properly.

2. Open the folder containing the EasyTaskLink release. Double-click "Setup.exe" or “Autorun.exe”.

3. A Splash Screen appears. From this point on, the installation process is automated. In most cases, simply accept the default setting.

4. The following shows a series of screenshots from a typical install session for your reference.

Welcome Screen - Click Next to continue.

Licensing Agreement Screen - Please read the Licensing Agreement carefully and be sure you accept it before proceeding to the next screen.

Customer Information Screen - The installation process “auto-fills” the User Name and Company Name. Such information is acquired from your computer set up. You may change it to the name you desire.

Choose Destination Location - The location of the software is usually in the default directory. Unless you wish to alter this location, simply clicking “Next” will suffice.

The screen shown in the next step will not be displayed if you choose “Browse”.

The location of the software is only meaningful to the Windows Operating System. We recommend keeping the software in the default location.

Setup Status Screen - The progress bar tracks the installation of the program components.

Create EasyTaskLink Database Screen - This step creates the EasyTaskLink database in the selected server.

For MSDE Users:

Simply accept the default and press the “Next” button to continue.

For SQL Server Express Users:

Note: If the drop down list has more than one entry, this means that your system already has other instances of SQL Server Express or SQL Server 2000 installed. Enter the user name as "sa" and a "Password". (You have to obtain the password from your database administrator or from Install EasyTaskLink Database section above.)

Create Database Screen

Use the current database - If you had a previous installation of EasyTaskLink you may want to upgrade your database. In this case check this radio button and use the drop down menu to select the most current database.
Use the demo database – Select this if you are evaluating the system.
Create a new database – Select this if you want to start with an empty database.

Setup Type, Addins - In most cases you will want to select to install all add-in components.

Setup Type, Shortcuts – Select this option to create a Project Center shortcut on your desktop.

Congratulations – You have completed the installation process for EasyTaskLink Professional Edition. Check the “I would like to launch EasyTaskLink” checkbox to start EasyTaskLink.

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Overview

EasyTaskLink Professional

Prerequisites

Install EasyTaskLink Database

Installing EasyTaskLink Professional