Adding a Task

To add a task:

1.   In the left column, click Task List (if it's not already open), then click Add Task.

2.   Enter a subject (short description of the task). The subject, along with contact (if assigned), will be shown in the various task lists.

3.   Enter the task start and due dates if applicable.

Use the Assign To drop-down list to select the team member task list to which the task will be added. You can assign a task to any team member who is sharing their task list.

4.   If you want to receive a reminder about this task, select the Reminder check box and indicate when you want to receive the reminder.

Note: If you want to receive email reminders, you must have the email reminders enabled in your user profile. If you are using wireless synchronization, you will automatically receive the reminders on your wireless device and no longer need to receive email reminders.

5.   Some tasks may take a while for you to complete, or may be dependent on others. To keep track, select the task Status, and enter the Complete %.

Note: The Status and Complete % fields are linked: if you enter "100", the Status changes to "Complete" (and vice versa). Similarly, if you enter "0", the Status changes to "Not Started", and if you enter a number greater than "0" and less than "100", the Status changes to "In Progress".

6.   Select the Priority of this task.

7.   If applicable, select the contact involved in this task. Use the search field to locate the appropriate contact. If you want to remove the assignment of the contact to the task, scroll to the top of the contact list and select "None".

Note: Tasks viewed on a mobile device include the contact name appended to the subject line (e.g. subject *[contact name]*). This is done to facilitate the attaching of contacts to tasks with wireless synchronization. If possible, do not edit the subject line on your mobile device, otherwise the subject may become incorrectly formatted.

8.   If the task is recurring, select the Recurring check box and enter the recurrence information.

9.   Add any other notes about the task.

10.  Click Save.