Adding a Task

1. Select Tasks > Task Manager.

The Task Manager displays.

2. Click New.
3. Complete the following:

1. In the Subject field, type the subject of the task.

2. In the Task Date field, select the date by which you must complete the task.

3. In the @ field, select the time by which you must complete the task.

4. In Task Description field, type notes about the action required to complete the task.

4. Complete the following as necessary:

• Set a reminder for the task

  1. Select Schedule Reminder(s).

  2. Complete the following:

  • In the Start field, select the date on which to start sending reminders about the task.

  • In the @ field, select the time at which to start sending reminders about the task.

  • In the Remind Every _ hours field, specify the hourly interval at which to send reminders about the task.

   

• Select an icon to represent the task

  1. Select one of icons below the Task Description field.

   

• Assign the task to another employee

  1. Select the employee in the Assign To field.

   

5. Click Save.

related links

Viewing Tasks

Marking a Task Complete