Add/Edit a Task
Creating a Task
- Click on "Tasks" from the folder tree on the left.
- Click on "Tasks Folder" to display your personal tasks.
- On the Tasks page, click the Add button to open and display a new tasks information page.
Task Information
Save. Click to save the Task.
Cancel. Click to cancel the Task and clear the page.
- Subject. Required. Enter a name for the task.
- Priority. Set to Normal by default. Use the Low, Normal and High Priority settings to assist in tracking your task progress.
- Status. Set to Not Started by default. Status options are listed along with valid Percentages allowed.
Status |
Percent Completed |
Not Started |
0 |
In Progress |
1-99 |
Completed |
100 |
Waiting on someone else |
0-100 |
Deferred |
0-100 |
- Date Completed. Not set by default. Setting the Status to Completed will automatically mark the current date for completion. Change this date as needed.
- Percent Complete. Set to zero by default. Percentage Completion assists in tracking your task progress.
- Total Work. Set to zero by default. Used for estimating total billable hours.
- Actual Work. Set to zero by default. Used for actual work to be billed.
- Mileage. Optional. Needed for Billable mileage.
- Billing Information. Optional. Needed only for Billable data tracking.
- Company. Optional. Needed for Billing data.
- Start. Optional. Specifying a Start date will automatically set the same day to the Due Date.
- Due. Optional. The Due date will be pre-filled with the Start date, change this date as needed.
- Reminder. Set to 15 minutes by default.
- Make this private. Not set by default. Designed for user's sharing Tasks, this allows you to control what will not be shared, when marked as private.
- Make this a recurring item. Not recurring by default. Checking this option will make the task recur based on a regular interval, select the options for the frequency interval wanted.
- Description. This is a free format textbox allowing you to enter information pertaining to this task.
Related Topics