Using Tasks

    Tasks are the activities that must be completed but do not have a specific start time. My tasks show a listing of these activities and access to the edit screen for creating a new task.

    Tasks can be set with specific end dates and can be viewed as a list organized by those end dates. The list viewing options are as follows:

    The New Task edit screen enables the assignment of the task, a subject, the due date, the ability to relate it to a record, set the status and priority, set reminders, and attaches a file to the task. Assigned To will be automatically filled in with the new name of the logged in user.

    Click save when you have completed creating your new task.

    Using Tasks
    Tasks, Calendars & Communications