Task Manager
The
Task Manager
screen allows users to perform a variety of tasks: log events, make a to-do list, be reminded of a call/e-mail/meeting, or record any other miscellaneous tasks. Tasks in the Task Manager will be displayed in the My Dashboard
window as they become current. This screen can be opened by choosing Task Manager
from the Tools
menu.To add a task to the Task Manager, complete the fields listed in the table below.
Fields | Description |
|---|---|
Calendar | Use the calendar to specify a day in which the task is to be completed. |
Remind | Use this drop-down to specify which user will be reminded of the task. |
In Partner | Use this drop-down to choose which partner/zone the task will appear in. |
Days Ahead | Use this field to specify how many days in advance you will be reminded of the task. |
Action | Use this drop-down to specify what type of action this task is. |
Task | Use this textbox to write a description of the task to be performed. |
Choose File | Use this section to attach any files to assist with the task. This field is optional. |
After these fields have been completed, click
Update
. To modify an existing task, locate a task in the grid below and click Edit
. Make any necessary changes, then click Update
.
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