Tasks

Completed Tasks

Users can access tasks from the My Day, Tasks, & Calendar pages.  To mark a task as completed use the following steps:

From My Day:

    1)  Located the Task List section.

    2)  Locate the task you wish to mark as complete.

    3)  Check the box next to the task.

    4)  The task will be marked as completed and will appear with a strike through it.

From Tasks:

    1)  Select the Tasks application and locate the task you wish to status. 

    2)  Check the box next to the task and it will be marked as complete.

                                                    OR

    3)  Right click on the task and select Edit Task.

    4)  Under the Details section, use the status drop-down and select Completed.

    5) Click SAVE.

From Calendar:

    1)  Right click on the task and click Edit.

    2) Use the status drop-down and select Completed.

    3)  Click SAVE. 

Delete Tasks

Tasks can be deleted from multiple application screens.

From My Day:  

    1)  From the Task List section, right click on the task.

    2)  Select Delete Task.

    3)  Are you sure? If yes, then click OK.

From Tasks:

    1)  To delete ALL completed tasks, select the Delete Completed button at the top of the page.

    2)  To delete a single task, right click and select  Delete Task or click on the red "X" located accross from the task.

From Calendar:

    1)  Right click on the task and select Delete Task.

Edit Tasks

You can edit a task from the My Day, Calendar, or Tasks applications.

From My Day:  

    1)  From the Task List section, right click on the task.
    2)  Select Edit Task.

From Tasks:

    1)  To Edit a task from within the Tasks application you have 2 options:
             a.  Right click and select Edit Task. 
             b.  Double click on the task and the Task menu will appear.

 From Calendar:

    1)  Right click on the task and select Edit Task.

Modify Due Date

Users can modify a due date by using the edit task feature or by using the drag and drop feature in the calendar application.

From My Day:

      1) Right click and select Edit Task. 
      2) Change the Due Date and click SAVE.

From Tasks:

     1) Double click on the task to pull up the edit menu. 
     2) Modify the Due Date and click SAVE.

From Calendar:

    1) Right click on the task and select Edit Task.

                                      OR

    2) Left click on the task and drag & drop it into the day that reflects the new due date.

New Task

Tasks can be created to include Title, Description, Priority, Status, and Due Date.  You can add a new Task from your shortcuts, Tasks Application, Calendar.

From Shortcuts:

    1)  Locate the Shortcuts section listed below the currently online or contacts listings on the left side of the application.

    2)  Click on the New Task link and fill in the appropriate fields.

    3)  Click SAVE.

From Tasks:

    1)  Select the Tasks icon from the top of the page.

    2)  Click on the New Task button.

    3)  Create your task and click SAVE.

From Calendar:

    1)  Click on the Calendar application icon.

    2)  Select the New Task button located next to the New Event button.

    3)  Create the task and click SAVE.

Set Due Date

Users can set a due date when creating a new task or by modifying exsiting tasks.

From My Day:

      1) Right click and select Edit Task. 
      2) Change the Due Date and click SAVE.

 From Tasks:

     1) Double click on the task to pull up the edit menu. 
     2) Modify the Due Date and click SAVE.

 From Calendar:

    1) Right click on the task and select Edit Task.
    2) Select the Due Date and click SAVE.

Task Priority

The following priorities may be chosen according to the urgency of the task:

• Low
• Normal
• High

This can be set when creating a new task, or by editing an existing one.

Task Status

You may update the status of a task to indicate progress towards completion.  The following status' can be chosen from the drop-down menu:

• Not started
• In progress
• Completed
• Waiting on someone else
• Deferred

To edit the staus of a task, double click on it within the Tasks, Calendar, or My Day applications.  When you check the box next to a Task, it's status will automatically be updated to Completed.