Level 1 - Tasks
Print this page: Tasks (pdf)What is a Task?
A task is an assigned piece of work that must be completed within a certain time period. When you schedule an appointment or meeting, if you have tasks you need to accomplish, you can be reminded of those tasks, then you will have an electronic list of what you need to do and when you need to do it. The Task form contains the Task and details tabs where you can enter information for a task.
Task Form Options
| Status (displays one of five status choices) |
- Not Started - In Progress - Completed - Waiting on Someone Else - Deferred |
| Priority | Low, Normal, High |
| % Complete | How far along you are on the task |
| Note Area | Additional notes about the task |
| Categories | You can assign a category to a task |
| Total Work | Used for entering estimated hours |
| Actual Hours | Used for entering actual hours |
| Companies | Used for entering companies that you need to bill for services |
To create a Task
- Select the Tasks button in navigation pane.
- On the toolbar, click the New --> Task button.
- Enter a subject.
- From the Due Date pop-up Calendar, select the date when the task is due.
- Select a priority from the drop-down list (if desired).
- Select a date when you want to be reminded of the task from the Reminder pop-up calendar.
- On the toolbar, click Save and Close.
Note: You can type Today, Tomorrow, or enter a date in the Due Date text box.
To Edit a Task
- Open the task you want to edit (double-click).
- Make changes.
- Save and close the task form.
To Update a Task
- Display the Tasks List.
- Update information, Save and Close.
- In the Complete column, check the box of the task you have completed. The task is marked as “completed” and is crossed off.
