Use Tasks

Edit a Task | Mark a Task Completed

Creating a Task

1. Click the Tasks heading in the Navigation Pane.
   
2. Click the New button.
3. Type a title for the new task into the Subject field.
4. Choose a Due Date.
5. Choose a Start Date.
6. Choose a Status.
7. Choose a Priority level.
8. Enter a Percentage that indicates how close the task is to being completed.
9. If desired, place a check mark in the Reminder checkbox and enter a time and date for the reminder.
10. Click on the Details tab. You can track hours worked, mileage and billing information.
11. Click Save and Close.
    

Editing a Task

1. Click the Tasks heading in the Navigation Pane.
2. Double-click the title of the Task you wish to edit in the View Pane.
3. Make your edits to the task and click Save and Close.

Marking a Task Completed

1. Click the Tasks heading in the Navigation Pane.
2. Place a checkmark in the checkbox to the left of the Task's title.

   
   

   Back to Top

Next:Create New Contacts