are a list of things to do.
Every employee who uses the system has his or her own
List of Tasks. Once
you log on to BUSINESSWARE the system automatically knows what task list to query.
You will notice near the top of the task screen a display of the name
employee whose tasks these are.
The system will
automatically pull up Todayís
Tasks first. You may
at that time list all tasks that have not been completed yet by
selecting the Tasks Not Completed button located on the bottom of the task screen.
You may select to view a list of tasks by task due date by
selecting Date Range.
You can add, edit and
delete tasks by selecting the appropriate option on the bottom of the
screen. You can also edit
a task by double clicking the
When you add a task, a
window will appear for you to enter information about the task. Select the contact using the
Find a Contact By function located near the top of the screen
in Blue. Be sure to type
Task and enter the date
when the task must be completed (Due
Date) located at the top of the screen.
You will not be able to save if the
Task and Due Date
fields are left blank.
Please note that Priority, Completed, Date Completed,
and Comment are not
required fields. You have
the option to enter information in those fields only if you desire.
You can print the
List of Tasks that appears on the screen by selecting the
Print List button.
You also have the ability to highlight a
Task and select the
View/Edit Contact button.
This feature will take you into that particular Contactís Screen.