Tasks Tab on Home Page

The Tasks tab on the Home Page displays a chronological grid of Tasks added against a specific Contact (or User) / Property. A count of the Tasks is shown on the tab.

Each Task displays the following information:

• Due Date - for which the appointment is for

• Overdue - how many days the task has passed the due date.
• Since Update - this is the days since the last update date.
• Task Type - the type of task e.g. Telephone call, Registration etc.
• Priority - whether the task priority is High, Low or Normal
• Subject / Details - short description of the task, taken from the Bodyfield of the Task.
• Property - the property, if the task is linked to a property
• Contact - the contact, if the task is linked to a contact

Buttons available are New and Menu. Clicking the New button will transfer you to the Tasks screen to create a new Task.

Selecting a Task and then clicking the Menu button (or simply right-clicking) provides the following functions for Tasks

• Edit - enables the selected Task to be edited.
• Delete - enables the selected Task to be deleted.
• Export Grid to Excel - exports all the data from Task Tab grid and automatically loads and displays it in Microsoft Excel.
• Report - produces a Tasks/ Notes List report to the screen.
• Find - displays a Find Text screen which enables you to search for text displayed within the Tasks Tab grid. Type the text in the Text To Find box and click Find Next button to find the next instance of the text your searching on or Find Previous button to find the previous instance.

Some functions appear in this list but are disabled as they cannot be performed from the Task Tab screen.

Video