Here you can find an overview of how to create a new task. More details can be found on the next page.
Note: If you want to create a new task in a public or shared folder you need to have the permission to create objects in this folder.
How to create new tasks:In the panel tab click the icon. If using the compact panel, click the panel icon
.
The Task window opens. The tab is displayed.If requested select a tasks folder by clicking the button and selecting a tasks folder in the pop-up window.
Enter a subject and notes for the task.
Set the priority of the task.
Set the due date and the start date. See 6.5.1: Defining a start and due date for a task
Set the task reminder. See 6.5.2: Setting or replying to a task reminder
If requested use additional options:
Mark the task as private. See 6.5.5: Marking tasks as private
Create a task series. See 6.5.3: Creating a serial task
Add categories to the task. See 6.5.4: Adding categories
Set the details for the task. See 6.5.6: Adding task details
Add further participants to the task. See 6.5.7: Adding participants
Add attachments to the task. See 6.5.8: Adding attachments
Click in the panel. The window is closed.
Result: The task is created. The editing status is set to Not started or 0 % finished.
If you want to cancel the action click on in the panel.
Tip: You can also create a new task by clicking on in the panel tab.
There are the following possibilities for creating a new task:The function can also be invoked in other modules in the panel.
In the H Split or List view double-click a free area. The Task window opens.
To define the start and due date for a task, use the control elements next to and in the Task window.
How to define the task's due and start date in the Task window:Open the tab.
Use one of the following methods to set the task's due date:
Enter a valid date in the input field next to .
Click the calendar icon next to . A calendar opens where you can pick a date.
Use one of the following methods to set the task's start date:
Enter a valid date in the input field next to .
Click the calendar icon next to . A calendar opens where you can pick a date.
If you want to be reminded of the task before the due date you can define when you want to be reminded. A reminder window will alert you of this task when the end of the selected period has been reached.
How to set a task reminder in the Task window:Open the tab.
Use one of the following methods to set a date for the task reminder:
Enter a valid date in the input field next to .
Click the calendar icon next to . A calendar opens where you can pick a date.
Use one of the following methods to set a time for the task reminder:
Enter a valid time in the input field next to the reminder date.
Select a time from the drop-down menu next to the reminder date.
As soon as the end of the selected period is reached the Reminder window opens. There are several possibilities for replying to this task reminder.
How to reply to a task reminder:If you want to be reminded again, select a time interval from the drop-down menu in the lower left part of the window. Click . When the end of the selected interval is reached you will be reminded again.
If you do not want to be reminded again click .
A serial task is a task that is repeated several times. When creating a serial task you have to set the following:
The time interval for the serial task. This defines the time interval between the individual tasks of the serial task.
The time range of the serial task. This defines the start and end of the serial task.
Open the tab.
Click the button. The Create new series window opens.
Define the time interval for the serial task.
If the task is to be repeated daily, activate the serial type . In the serial options define the interval in days.
If the task is to be repeated weekly, activate the serial type . In the serial options define the interval in weeks and set the week day.
If the task is to be repeated monthly, activate the serial type . In the serial options define the interval in months and set the day of the month.
If the task is to be repeated yearly, activate the serial type . In the serial options define the day of the year.
Define the time range of the serial task:
Next to set the start of the serial task.
Next to set the end of the serial task.
Click .
A tag is a key word that can be used for structuring tasks. There are two possibilities for adding categories:
Add object-related categories in the input field next to the Tags button.
Select categories from a list of predefined categories. Predefined categories are marked by a color.
Information on defining categories can be found in 8.2.3: Managing Tags.
How to add object-related categories in the Task window:Select the tab.
Double-click in the input field next to the button.
Enter a text.
Note: Object-oriented categories do not have a color.
How to add predefined categories in the Tasks window:Open the tab.
Click the button. The dialog window opens. The list field contains all predefined categories.
In the list field, activate the checkboxes of the categories to be assigned to the task.
Click on .
Result: The categories are entered in the input field.
How to remove added categories in the Task window:Select the tab.
Click the button. The dialog window opens.
In the list field, deactivate the checkboxes of the categories to be removed.
Click on .
Result: The categories are removed from the task.
A private task is a task that is not visible to other participants if you share your tasks folder with other participants.
You can mark a task as private if all of the following conditions are met:
You are the sole participant in the task.
The task is created in a personal tasks folder.
Open the tab.
Activate the checkbox.
You can add details to a task, for example, costs, duration, and billing information.
How to add details to a task in the Task window:Open the tab.
Enter appropriate values.
Result: The details are added to the task.
When creating a task you can add additional participants.
How to add additional participants in the Task window:In the panel click . The Select participants window opens.
If you want to select a different address book than the global address book, click the button. Click on a folder in the Select contact folder window.
If you want to display a particular selection of participants or resources, enter a character string in the input field next to . Click the button.
Select one or several participants from the list.
To add the selection click the button next to Participants.
If requested you can correct the participants selection:
Select single entries in the field.
Click the button next to .
To accept the selection click . If you do not want to accept the selection click .
Result: The participants are added to the task.
Participants who have been added to a task will receive a task notification with the possibility of accepting or declining the task. Further information can be found in 6.6.1: Confirming a task.
External participants will not receive a task notification. To inform external participants about a task you can see that all participants will be notified about the task by E-Mail.
How to notify all participants by E-Mail in the Task window:Open the tab.
Activate the checkbox.
In the panel click . The Select attachments dialog window opens.
In the Select attachments dialog window click . Select the file to be added as an attachment. Close the file selection dialog window.
In the Select attachments dialog window click . The file is entered in the list field.
If you want to add further attachments repeat steps 3 - 4.
If you want to remove an attachment select the attachment in the list field, then click .
In the Select attachments dialog window click .
Result: The attachments are added to the task.