Tasks

Creating Tasks

8.4.1. Creating new tasks

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 on New in the toolbar.

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

    To view the complete form, click on Expand form. The following optional functions are available.

    • Set the task's start and due date.

    • To get an appointment reminder, select a setting in Reminder. The respective date and time are entered in Reminder date.

      To use custom values, set them in Reminder date. In this case, Manual input will be preselected in the Reminder field.

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

    • You can use additional functions: Creating recurring tasks, adding participants or groups, adding attachments.

  4. Click on Create.

Also see

Parent topic: Creating Tasks