Creating a Task

Users with the appropriate access level can add a task. To Create a Task:

• Click the Add (+) icon, or choose Add from the Actions menu. This displays a Create Task window.

  Figure 13-82 Create Task

  

Assigning Customers

To assign Customers, do the following:

1. Click the Assign Customer + icon to assign a customer to the Task (optional).

   Figure 13-83 Edit Assigned Customer

   

2. Enter some or all of a customer's name in the Search for Customer field. The user can search by any of the criteria shown in the search results including:

   • Name

   • Email Address

   • Phone Number

   • Customer ID

   • Alternate Key

3. Select Partial, if you want to results that match part of what you enter, or select Exact if you only want results that are an exact match.

4. Click Search.

5. Click Assign to assign the customer to the task.

6. Click OK to save the assignment or Cancel to return to the Task Details without saving any customer assignments.

Task Details

Enter the Task Details which include the following fields:

Figure 13-84 Task Details

• Task Type – Type of task (required field)

• Subject – The subject of the task (required field)

• Status – The status of the task (required field)

• Start – The date and time the task starts (required field)

• Duration – The duration of the task

• End – The date and time the task ends (required field)

• Location – The location of the task

• Priority – The priority assigned to the task (required field)

• Event Type – Type of event (only used for Event Type tasks)

Assigning Users

To Assign Users, do the following:

1. Click the Actions menu and click Add or click the Add (+) icon.

   Figure 13-85 Add User to Task

   

2. Enter some or all of a user's name in the Search for User field. The user can search by any of the criteria shown in the search results including:

   • User ID

   • Name

   • Email Address

   • Location ID

3. Select Partial, if you want to results that match part of what you enter, or select Exact if you only want results that are an exact match.

4. Click Search.

5. Click Assign to assign the user to the task.

6. Click OK to save the assignment or Cancel to return to the Task Details without saving any user assignments.

Deleting Users

To delete users, do the following:

1. Highlight a user from the Assigned Users section.

2. Click Remove from the Actions Menu or click the X icon.

Note:

To immediately remove the user, click X.

Task Notes

To add a Task Note, do the following:

1. Click Add from the Actions Menu or click the + icon.

   Figure 13-86 Create Note for Task

   

2. Select a note Type (required field).

3. Enter information in the Note field (required field)

4. Click OK.

5. To edit a note, highlight a note in Task Notes section and click Edit from the Actions Menu or click the Edit icon.

6. Edit the note.

7. Click OK to accept the changes or Cancel to close without saving.

8. To delete a note, highlight a note in Tasks Notes section and click Delete from the Actions Menu or click the X icon.

   Note:

   To immediately remove the user, click X.

   Task Confirmation

9. Click OK to create a task or Cancel to close the Create Task window without saving any changes.

Editing a Task

To edit a task use the following steps:

1. Highlight a Task row.

2. Click the Action Menu, and then click Edit, or click the Edit icon.

3. Edit the Task.

4. Click OK to accept the changes or Cancel to close the task without saving.

Viewing a Task

To view a task use the following steps:

1. Highlight a Task row.

2. Click the Action Menu, and then click View, or click the Eyeglasses icon.

3. Click Done to close the window.

Re-Assigning a Task

Users with the appropriate permissions can reassign a task. To reassign a task:

1. Click Menu.

2. Click the Admin Task.

3. Click the Task Management task. The Task Management window displays.

   Figure 13-87 Task Management Window

   

4. Highlight a task you wish to reassign.

5. Click the Actions menu and choose Re-Assign, or select the Person icon from the menu row tool bar. This opens the Re-AssignTask dialog window.

   Figure 13-88 Re-Assign Task Window

   

6. Expand the list of users and from the list of available users, and click Assign to reassign the task.

7. Click OK to assign the task. A Warning window displays notifying that a different user is assigned the task.

8. Click OK to accept ownership of the task. The task is reassigned to another user.