Add a task

The Add/Edit Task Entry dialog is used to input a new task or modify an existing task. New alarm, birthday, call, or other task entries can be added or edited using this dialog box.

To add a task:

Select Category, General, Tasks from the menu (or click the General, Tasks from the Navigator), then click the New button on the top toolbar (or click the New Task item on the pop menu).
Input the task name or brief description in the Subject box of Add Task Entry dialog.
Select resource name in Resource box.

The following steps are optional:

Input or select the location where the task will be performed in the Location box.
Set the start date and the due date for the task.
Set alarm for the task by checking the Reminder checkbox and setting the alarm time.
For more detailed description of the new task, you can write it in the Body field.
If the new task can be split into several sub-tasks, you can list them in the To Do List field. In the To Do List table, there are two columns: Done and Name. The Name column contains names for each sub-task. And the Done column is used to specify whether the sub-task is completed. To change the Done status of a sub-task, just click the check box listed in the Done column of that sub-task.
If you want to input other information of a task, you may complete other boxes on the Task and Details tabs.
By default, the new task is a non-recurrence task. You can click the Recurrence button on the tool bar to set the recurrence information for the new task. (For detailed information about Recurrence settings, please refer to Recurrence Settings.)
eReminder provides more than one type of notification for the reminder. You can click the Reminder button on the tool bar to set one or more reminder methods foreach task. (For detailed information about reminder settings, please refer to Customize Reminder methods.)
Click Save and Close button on the tool bar to save the new task.

The following table will explain the details of each fields in the New Task Entry dialog.

Field Description Table

Field	Description
Subject	Set the name or brief description for the task (up to 255 characters).
Location	Set the location where the task will be performed. You can input a new location or select an existing location from the drop down list.
Start date	Set a date that the task is to be started from. The Start Date must be less than or equal to the Due Date.
Due date	Set a date that the task is to be completed.
Status	Set the status that applies to the task. Status includes : Not Started, In Progress ,Complete, Deferred, or Waiting on someone else.
Priority	Set the importance level of the task as high, normal, or low. Set the importance level to help sort your tasks by priority.
%Complete	Set the percentage of the task that is finished.
Reminder	Set a reminder for the task.
Reminder Date	Set a reminder datefor the task.
Reminder time	Set a reminder time for when you want the reminder to appear.
Body	This area allows freeform text to be associated with the task.
Resource	The resource associated with the task. For detailed information about resource settings, please refer to Resources.
Contacts	The contact names associated with the task.
Categories	Set the categories assigned to the task. This button allows you to select categories for the task. You can also input categories manually.
Private	Mark the as private.
To do list	List sub-tasks or steps for the task.
Date Completed	Set the date that the task is completed.
Total Work	Set the amount of time indicating the total work spent on the task.
Actual Work	Set the amount of time indicating the actual effort (in minutes) spent on the task.
Mileage	Set the number of miles associated with the task (for example, 100 miles documented for a task) for purposes of reimbursement.
Billing Information	Set any information related to billing, such as the hours spent on the task or the account to be billed.
Companies	Set the name of the companies associated with the task.
Mark Complete	Set whether the task is completed.

Note You can resize the Add/Edit Task Entry dialog box.

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