Tasks 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 AGENCYWAREthe system automatically knows what
task list to query. You
will notice near the top of the task screen a display of the name of
employee whose tasks these are.
The system will
automatically pull up Today’s
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 Task
line.
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 the
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 Contact’s Screen.
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