Task Manager 2007 Tutorial  

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 Getting Started
 Team Member
 Setup
 System Options 1 
 System Options 2
 System Options 3
   » Add Tasks
   Advanced
 Finish!

 

Add Tasks

Now that you have completed Team Member Setup and System Options, you are ready to enter your own tasks.

Select Tasks>>, Set Form Size... from the Task Manager top menubar to set the Task Add/Edit screen (shown below) to the size that you desire.

Next, add a task:

  • Select Tasks», Add New... from the Task Manager top menubar.

Basic

















  • Progress through desired fields entering your own task data. Task Description and Team Member are required fields.

  • When you have finished entering your task information, enter another task by pressing F12 or by clicking on the new record button, or close the form , and the task will be saved.

Note

  1. Select Tasks», Set Form Size», (1 to 9) from the Task Manager top menubar again at anytime to change the size of the task-entry form.
      

  2. There may be values appearing in some fields each time you create a new task, e.g. appearing underneath the Time Budget or Person columns. This would occur if the Quick Entry Template named "Default" has values set. These values can be cleared by:

  • Selecting Tasks», Setup», Quick Entry Templates... from the Task Manager top menubar.

  • Clearing any unwanted field values for the template named Default.

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Advanced

Click on the forward navigation button below to look at advanced adding of tasks.

 
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Tutorial: Add Tasks
 
 

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