How to Access and Utilize Tasks

To access the task list, navigate to the Task List icon at the top of any page of your database.

Once there, you will be able to review all upcoming tasks that have been entered. You can also add a new task here by clicking ‘Add Task’.

When adding a task, the only information that is required will be the Subject and Start and End Dates. All other fields are available for you to use as needed. After filling out the task information, click ‘Save’.

If you need more information about the fields that are available, please review the guide ‘Task Field Descriptions’.

Your task is now available to view either on the list or on the calendar.

You can view tasks by month, week or day by clicking corresponding buttons: