Adding Tasks

Adding a Personal task

•	From 'Task Navigation Panel', select Personal. This will allow you to set personal task.

•	Bring up the New Task dialog box by one of the following ways:

Click on the New Task icon Or

Right click on task list panel to display the pop up menu. Click on New Task.

Assigning a personal task

•	Enter task details in 'Task Properties'.

Task: Add a short description about the task to be performed in the 'Task' text box.

Due Date: From the drop-down calendar select due date of the task.

Priority: To set a high priority to a task, select 'High' radio button.

•	Associated documents

•	Select the 'Associated Documents' check box to expand the New Task dialog box

•	Click on Add button to attach any documents along with the task.

•	Set task 'Reminder' If this option is checked a task reminder message box pops up on specified date and time.

•	Set 'Task Recurrence Pattern'

For example:

An appointment or task that occurs on a regular basis, such as a monthly meeting or expense report to be submitted. The reminders are specially helpful for performing necessary actions on any document in the repository - just add a task related to any document with appropriate reminder.

Note:

•	Recurring tasks appear one at a time in the task list. When you mark one occurrence of the task as complete, the next occurrence is automatically generated in the list.

•	Click on Save button to save the task.