Adding a Task

To create a task, click the “Tasks” link on the side navigation. You will notice that tasks looks similar to the incoming and outgoing calls. Scroll down to the box labeled “Task” which will be on the right hand side.

There are seven fields that you need to fill out before you are able to create a new task. The first is title which is generally the name of the task or project, for example “appointment”. Next is client, this can either be typed in or selected from the drop down list. The start date is usually the day that the task is going to be started. To select a date, click on the calendar icon beside the text field.

To choose a date, click on the day. To choose a different month or year, select from the corresponding dropdown.

Next is assigned to, by default the user who is logged in will be selected. To assign the task to another user, select the user from the drop down. The type field can either be “Personal” or “Shared”. If the type is personal, then only the user who created the task is able to see it under the tasks. If the type is shared, then every user who logs in is able to see it under the tasks. The priority drop down has five different fields: Very Low, Low, Normal, Important, and Urgent. This is useful for when you have multiple tasks and can prioritize them. Lastly is the details box. This is where you fill in what the task entails. Keep in mind that you are able to add an unlimited amount of details when you edit the task.

When your task is completed, click the “Save” button. To view and edit tasks, please refer to the Viewing and Editing Tasks section.

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