The Home Page Tasks grid displays the date, action, subject and client details for all incomplete Tasks up to and including today.
 

Tasks can be completed or New Tasks added.
 

Any overdue Tasks will also appear but will be highlighted in red to identify them easily. When a Task has been completed it must be “closed off” in the system.

The  icon can be used to view and/or edit the client details displayed in the grid.
 

Tasks displayed in the grid may be completed by ticking the Completed check box of the selected task. 

Note:    Comments relating to a Task cannot be recorded if using the Completed check box.

            
Tasks that have been completed with a follow up task will create the new Task on the relevant commencement date.
 

OR
 

Select a Task displayed in the grid and double click on the selected row
 

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

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

3.       Enter any relevant Notes.
 

4.       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.
 

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

6.       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.
 

7.       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.
 

A Task is an event that requires action i.e. phone call, email or letter, and unlike an Appointment has a commencement date and due date.
 

1.       Click on New.
 

2.       Enter a Subject description for the task.
 

3.       In the Action drop down menu, select the appropriate type for the Task, e.g.: Reminder, Phone

Call or E-mail.
 

4.       Enter a Due Date for the task to be completed by.
 

5.       The Commencement Date will default to the same date as the Due Date. Change the

Commencement Date if you require the task to appear in your Calendar task list earlier than the Due Date.

6.       Indicate the Status of the task, e.g.: Not Started or In Progress.
 

7.       The Assigned Date will default to today’s date and indicates when this task was entered into

the system, this date cannot be altered.
 

8.       Leave the Completed Date blank until the task has been attended to. See: Completing a Task
 

9.       Enter any relevant Notes.
 

10.     Select the Staff Member that the task is to be Assigned to. This will default to the Staff Name

of the user that has logged on.
 

11.     If the task involves a Contact, click on the Contact button. The Select Contact screen will be

displayed, if you cannot locate the Contact, you may add the Contact by clicking on the Add New button. Once the Contact has been appended, you may view their details by selecting the  icon.