Tasks are future events that you can assign to yourself or another user. For instance you might want to add a task to a customer to remind you to call them about a recent service issue, or add a task to a new agreement to check the customer has received their quote and discuss any options.

To Create A New Task

1. Select the entity you would like to add a task to. For example a customer, contractor or a new agreement.
2. On the Tasks tab, choose Add Task.
3. Pick the date the task is for.
4. Select a person to assign the task to, it will default to yourself.
5. Optionally pick a contact, their telephone and email will be displayed whenever this task is accessed.
6. If the task is urgent then tick High Priority, the task is then highlighted in red on the grid view.
7. Enter any details you like in the Task box.
8. Choose Save, the new task will be displayed for you.

Any task not yet completed will show the note in full, if a task is completed the note will have a strikethrough.

To Complete A Task

Either right click on the task, choose Mark Done. Or double click the task and check the Is Done box, choose Save. At this point you can also enter a response. For example the task might have been to call a customer and check they received a quote, you could enter a response as 'Contacted Paul, he has received the quote, will review and get back to me'.

To Mark A Task As Not Done

Double click the task and uncheck the Is Done box, choose Save.

Print A Task

To print a single task, right click and choose Print Task. To print multiple tasks, check the tasks using the check box on the left hand side and either right click and choose Print Task,  or use the sub menu.