CREATING A TASK

1. Open the Tasks folder by clicking on the Tasks icon, located at the bottom of the Navigation Pane.

   

2. Click the New Task button in the toolbar or press the Ctrl+N keys on the keyboard.
3. A blank Task form will open.

   

4. Complete the Task form.
5. Click the Save and Close button when finished.
6. The new task will appear in the Task List, located on the right-hand side of the screen.

   

1. Click once in the Completed field to the left of the task in the Task List.

   

2. A checkmark will appear in the Completed field and the task name and due date will be struck through.

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3. Open the task by double-clicking on its name in the Task List.
4. Click on the Mark Complete button located in the toolbar.

   

5. You will return to the Task List.
6. A checkmark will appear in the Completed field and a line will run through the Task name and due date.

1. Open an existing task or create a new task.
2. Click the Assign Task button located in the toolbar.
3. A To field will appear on the task window.

   

4. Click on the To… button to select the assignee's name.
5. Click the Send button.
6. The task will be assigned to the new person and sent to him or her via email.
7. By default, the task will appear in your Task List for monitoring purposes.

1. Open the Tasks folder.
2. Click once on the desired column heading in the Task List to sort your tasks by that field.

   

Click HERE to learn about Notes or click HERE to return to the Table of Contents.