Use the Task feature to help you organize your list of to-do's. Learn how to create tasks, edit tasks, sort tasks, and how to configure email reminders.

Creating and Editing Tasks

Create Task: Option 1

1. Click on the Tasks tab located on top of the screen.

2. Click on New Task

3. Provide information in the following text boxes/drop down menu:

  • Required fields:
    • Subject
  • Optional fields:
    • Location
    • Priority
    • Task List
    • Status
    • Start/End Date

4. Click Save

Create Task: Option 2

The alternative way of creating a task will only allow you to add a subject title. If you would like to add additional information, you can do so through the edit mode.

  • In the task tab, click on "Click here to add a new Task"
  • Type in the Subject title and press enter.

Edit Tasks

  • Click on the task you will like to edit.
  • Click on the Edit button located on the top menu or right click any task and select Edit.
  • Click Save when the edits are complete.