Creating a task

A task is an activity that you do not want to add to your calendar, but is something you may want to set a reminder for in order to monitor and complete it within a specified period of time

You can either create a task or set up a reminder on a received email

    1. Click on Tasks in the navigation bar at the top right of the screen

click on tasks

  • Click New task at the top left of the screen
  • Enter the subject in the empty text field and select the due date by clicking on the Due drop down list and selecting a date from the calendar

select the due date using the calendar

  • Click show more details to enter in additional details by choosing from the various options in the drop down lists
  • You can enter a start and completion date by selecting a date from the drop down lists

fill in the form by using the drop down lists

  • You can set the status of your task as either Not started, In progress, Completed, Waiting on others or Deferred
  • You can type a number in the % complete box to detail how far through the task you are
  • You can set a task’s priority by choosing either Low, Normal or High from the Priority drop down list
  • You can mark a task as private, meaning others will not be able to see the details of the task by selecting the Mark private box
  • Under Total work, you can enter the time spent on the task (either by minutes, hours, days or weeks), Mileage, Billing and Companies

fill in the total work section

  • Type details and notes for the task in the large text box towards the bottom of the screenadd any notes
  • When you have finished, click Save at the top of the screen

For information on setting reminders and repetitions for a task, refer to the Setting a task reminder section of this module

Updated on 09/09/2020

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