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110) Tasks

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 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 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 Contactís Screen.

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