Task Entry

To access Task Entry, select Tools|Appointments & Tasks from the main menu. Then press Add or Edit.

Task

Enter a description of the task here.

Priority

Select the priority/urgency of the task here.

Tasks are listed in order of priority. The lower the priority, the lower the task will appear in the task list.

Due Date

The date the task is due to be completed. If a due date is not known this field may be left blank.

Status

The status of the task.

Reminder Service

Remind me in

Tick this option if you wish to receive a reminder about a task.

You may select a reminder range from 30 minutes up to 1 month, or you may manually specify the reminder date and time.

On Date

The date the reminder will be presented to you.

At Time

The approximate time the reminder will be presented to you.

Notes

Click on the Notes tab button to record note information about this task.

Links

Click on the Links tab button to record cross-reference information about this task.

Name

Select the name of the user this task relates to if it does not relate to the currently logged in user.

Area

Select the area that this task relates. For example, if the task relates to the repair of a serviceable item, it might be assigned to the Service Manager area.

Account

You may optionally enter the account code the task item relates to.

Transaction

You may optionally enter the transaction number the task item relates to.

Reference

An optional cross-reference entry may be placed here, such as a customer or supplier reference number.

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