8.1. The Tasks Components

An introduction to the user interface can be found in The User Interface.

Folder tree Displays the tasks folders. and enables you to navigate the folder structure. In order to open the folder tree, click on the View button in the tool bar. Enable Folder view. The following functions are available:

  • If clicking on a folder, its tasks are displayed.

  • The Folder-specific actions icon next to the selected folder offers functions for organising data and for exchanging data.

  • Buttons in the folder tree offer functions for creating folders.

Tool bar Contains the following buttons:

Display area Contains the contacts list and a contact's detail view.

List Displays a list of tasks in the folder selected. The subject, status or due date, and the progress are displayed. The following functions are available:

  • If clicking on a task, its content is displayed in the detail view.

  • You can select multiple tasks to edit them at once. To do so enable the checkboxes next to the tasks by enabling the Checkboxes option from the View drop-down in the tool bar.

    You can also use your system's multi-selection functions.

    In order to select all contacts in the currently selected folder, enable the Select all checkbox above the list.

  • The text above the list contains the name of the selected folder. The number corresponds to the number of objects in the selected folder.

  • If clicking the Sort icon above the list, a menu opens that allows sorting tasks. You can also define in this menu whether tasks marked done are displayed.

  • If clicking on a task, its content is displayed in the detail view.

Detail view Shows the data of the task that you selected in the list. The detail view includes the following components:

  • Subject

  • Due date, if entered

  • Status and progress

  • Priority icon

  • If the task has attachments, the names of the attachments are displayed.

  • Task's description, if available

  • If the task is a recurring task, recurrence parameters will be displayed.

  • Task's start date, if available

  • Task details like billing information, if available

  • If the task has several participants, the number of participants that accepted, declined or have not replied yet are shown on the top right side above the list of participants. In order to filter the list of participants, click the icons.

  • Names of the participants, if they exist. If clicking on a name, a pop-up opens. It includes the following components:

    • The person's contact data.

    • If you exchanged E-Mail messages with this person, they are displayed below Recent conversations.

    • If you have appointments scheduled with this person, they are displayed below Shared appointments.

    • this person's data from social networks like XING or LinkedIn. You can use the available buttons to open this person's profile.

    If clicking on an appointment or an E-Mail, an additional pop-up opens.

  • If the appointment includes external participants, their names are displayed below External participants.