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Tracking Tasks

To display the Tasks list, drill down on Tasks information displayed on your screen, or return to the Today screen, and click the Tasks icon from the Shortcut bar.

The Task list displays your tasks in chronological order. The order is based on the due date. To view the details of a task, click it.

While viewing a task you can click the contact or account name to get more details, such as the phone numbers, address, email address, notes, and so on. For more information on displaying a contact's information, see Accessing Contacts. You can do the following:

  • To make changes to the task information, press Menu, then choose Edit.
  • To add a task, press Menu, then choose New.
  • To save your changes or new record, press Menu, then choose Save.

When adding or editing a task, complete the fields in Table 6.

Table 6. Task Fields
Field
Method of Entering Data
Description

Subject

Keyboard

The name of the task.

Type

Menu

The type of task.

Due

Date Editor

The date when the task is due. For more information, see About Task Event Dates.

Completed Flag

Check Button

Displayed on the Date Editor. Click either the Complete or Incomplete button.

Assigned To

User List

Tasks are assigned to the person who creates them or you can assign them to another user.

Primary Contact

Contact List

Click the Primary Contact field to display your list of contacts. Choose one contact.

Account

Account List

Click the Account field to display your list of accounts. Choose one account.

Opportunity

Opportunity List

Click the Opportunity field to display your list of opportunities. Choose one opportunity.

Description

Keyboard

Optional text for your own notes.
    
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