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. Tasks should be “completed” with pertaining comments. Tasks may be created ‘on the fly’ e.g.: Phone Joe Smith (vendor) or are created when a Standard Activity Plan is attached e.g.: weekly listing report to vendor. Tasks will appear in the bottom pane of the Calendar window on the day they are due to commence. Overdue Tasks will appear red in colour.

1.       Click on the Tasks button on the Calendar.

2.       Click on New.

3.       Enter a Subject description for the task.

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

Call or E-mail.

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

6.       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.                                              

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

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

the system, this date cannot be altered.

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

10.     Enter any relevant Notes.

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

12.     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.

13.     If a task is attached to a Contact any previously completed tasks for this contact will appear

in the History grid list.

14.     Click on Save & Close to save the information entered, alternatively click on the X at the top

right corner of the Active screen, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.

Note: The Save & Create Follow Up Task option may only be performed if you have just created AND completed a new task.