How to create a new task:
In the folder view, open a task folder for which you have the permission to create objects.
Click on
in the tool bar.Enter a subject. Enter a description, if needed.
Click on
.Options:
To view the complete form, click on
. The following optional functions are available:Set the task's start and due date.
To get a task reminder, select a setting in
. The respective date and time are entered in .To use custom values, set them in
. In this case, will be pre-selected in the field.If the subject and description are not to be shown to other users, activate
. Private tasks are marked with the icon .In order to add details like billing information, click on
. Enter the data required.User interface:
Subordinated actions:
Related topics:
Parent topic: Creating Tasks