Tasks for the day/s selected will appear in the Task List in the lower half pane of the Calendar window. Any overdue Tasks will also appear but will be highlighted in red to identify them easily. Completed Tasks will not be displayed. You may change the display of Tasks using the Task Pad View if you wish.

When a Task has been completed it must be “closed off” in the system.

1.       Click on the Calendar menu/function button.

2.       Tasks for the day/s selected will appear in the Task List area in lower half pane of the

Calendar window. You may change the display of Tasks using the Task Pad View if you wish.

3.       Double left click on the appropriate Task.

4.       On the General tab, enter the Completed Date.

5.       The Status of the task will automatically change to Completed.

6.       Enter any relevant Notes.

7.       Hint: If you are undertaking the Task whilst this screen is displayed, i.e.: Vendor Phone Call,

you may click on the  icon to view the Contact or Target’s details.

8.       The History area allows you to view previously completed Tasks for the Target selected.

9.       Click on Save & Close to save your entry and close the screen or click on Save and Create

Follow Up Task, to complete the current Task and create a Follow up task if needed.

10.     Alternatively click on the X at the top right hand corner of the screen, a message will appear

“Do you want to save changes” select Yes, No or Cancel accordingly.

Note:
Tasks that have been completed will not be visible in the Tasks List area.

Tasks that have been completed with a follow up task will be visible in the Tasks List area.  The follow up task will appear on the relevant commencement date in the Task List with the status – Not Started.