8.3. Creating Tasks

In order to create a new task, proceed as follows:

How to create a new task:

  1. Open a tasks folder in the folder tree.

    Note: Select a folder for which you have the permission to create tasks.

  2. Click the Add icon in the tool bar.

  3. Enter a subject. Enter a description, if needed.

    To view the complete form, click on Expand form.

  4. Set the task's start and due date.

  5. In case you want to be reminded of the task, select a setting in the Remind me drop-down field.

  6. You can use additional functions: creating recurring tasks, adding participants and resources, adding attachments, adding details.

  7. Click on Create.

How to use additional functions when creating a task:

  1. In order to create a recurring task, enable Repeat. The current recurrence parameters will be displayed.

    In order to set a recurrence parameter, click on it. Examples can be found in the questions about appointments and tasks.

    In order to hide the recurrence parameters, click the Close icon . In order to display them again, click on Edit.

  2. In order to add an additional participant, enter the participant's email address in the input field below Participants. Click the icon.

    Tip: While entering the email addresses, matching suggestions are displayed. In order to accept a suggestion, use one of the following methods:

    • Use the scroll bar to browse the list. Click on a suggestion.

    • Use the cursor keys to select a suggestion. Press Enter.

    In order to remove a participant, click the icon next to the name.

    In order to add multiple participants, you can enter the name of a distribution list.

  3. In order to add attachments to the task, click on Attachments. Click on Select file. Select one or multiple files.

    In order to remove an attachment, click the Delete icon .

    In order to hide the input fields, click on Attachments. The attachments added will remain.

    Tip: You can also add an attachment by dragging a document from a file browser or from the desktop and dropping it in the task window.

  4. In order to add details like billing information, click on Details. Enter the required data.