Creating And Managing Tasks

Creating a New Task

• Click New in the ribbon bar Tasks area of the Calendar & Deals ribbon tab.
• Click Task or one of the drop down list of Tasks in the ribbon bar Action area of the Contacts tab to create a task that is linked to contacts that are selected in the contact list.
• Click Task or one of the drop down list of Tasks in the ribbon bar Action area of the Calls & Research ribbon tab to create a task that is linked to the displayed contact.

Start by and Due By dates

• You can set Start By and Due By dates.
• Start By and Due By dates do not appear on the calendar or trigger reminders.

Adding Links

You can add links to the task. For example, you might create a link to the proposal document on your computer or to contacts. See the section on adding/managing links.