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 button in the toolbar. Enable . The following functions are available:
If clicking on a folder, its tasks are displayed.
The next to the selected folder offers functions for organizing data and for exchanging data.
Buttons in the folder tree offer functions for creating folders.
Toolbar Contains the following buttons:
Deletes the tasks selected by you.
button.button. Opens a menu with the following entries:
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 option from the drop-down in the toolbar.
You can also use your system's multi selection functions.
In order to select all contacts in the currently selected folder, enable the
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 above the list, a menu opens that allows to sort tasks. You can also define in this menu whether tasks 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
Importance 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-Mails 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.