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2.It redirects you to the To Do tasks list. Click on Add a task to create a new task.
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You can edit an existing task by clicking on the pencil |
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3.The task profile page will open, fill the fields.
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Contact: Adding a contact is optional Optional. If a task relates to a contact, you can link the contact to the task. Click the selection box in the Contact field, a new window will open. In this new window, enter the name of the contact you are looking for and click on the “Search” button. From the list of names that will appear, select the contact.
Assigned to: Adding an assignee is optional. It allows adding Optional. You can assign a to-do item to a NexOne Office user other than the user adding the taskyourself. Click the selection arrow, a new window will open. In this new window, enter the name of the user you are looking for and click on the "Search" button . From the list of names that will appear, select the name you want. The window will disappear.Select the user.
Task Description: This is a required fieldRequired. Enter a short title for the task description.
Details: Optional field. Enter the detail details of the task if the title does not summarize well.
Start Date: Mandatory value; click Required. Click on the calendar image to select a date and time or directly enter type in the date and time in the following format: YYYY MM DD HH24: MI: SS.
End Date: Optional field. Click on the calendar image to select a date and time or directly enter type in the date and time in the following format: YYYY MM DD HH24: MIMM: SS.
State: Select, from the drop-down menu, among the following choicesthe state of the task:
Not yet started
In progress
Waiting for contact
Waiting for me
Done
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% Completed: Enter a completion percentage
Recurrence: Select from the following choices in the drop-down menu.:
Annual
Daily
Daily (every x day)
Daily (weekdays only)
Fix week of month and day of the month
Monthly - 1st business day of the month
Monthly - 1st day of the month
Monthly - last business day of the month
Monthly - last day of the month
x days every y month
Once
Weekly
4. Click +Save if you want to create another task immediately after. If you just want . Cllick +Save and Close to save and close the editor, click Save and Closeexit.
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Done ! |