Tasks

Creating Tasks

8.4.1. Creating new tasks

How to create a new task:

  1. Open a tasks folder in the folder tree.

    Note: Select a folder for which you have the permission to create tasks.

  2. Click on New in the tool bar.

  3. Enter a subject. Enter a description, if needed.

    To view the complete form, click on Expand form. The following optional functions are available.

    • Set the task's start and due date.

    • To get an appointment reminder, select a setting in Reminder. The respective date and time are entered in Reminder date.

      To use custom values, set them in Reminder date. In this case, Manual input will be pre-selected in the Reminder field.

    • If the subject and description are not to be shown to other users, activate Private. Private tasks are marked with the Private icon .

    • In order to add details like billing information, click on Show details. Enter the data required.

  4. You can use additional functions:

  5. Click on Create.

Also see

Parent topic: Creating Tasks