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Calendar Solution Documentation



Section 4: Using the Calendar (cont'd)

Section 4.2: Managing Tasks - This section details task management, as is completed in the Calendar module. Tasks and appointments may also be managed via the Event list within the Task module.




Creating Tasks - To create a new task from any Calendar view (Month, Week, Day), click the
New Task button in the button bar. Doing so will bring up the Task dialog, as seen above.

Task Name - You may enter a name for the task in the Task field. This name will display in all of the calendar views, as well as in the
Event list.

Priority Code - Select a priority code for this task. Calendar views may be filtered by priority code, and the
Event list may be searched and sorted by priority code.

Completed checkbox - Check this box to mark the current task completed.

Task Due Date - Enter a due date for the task in the Date field, or click the Specify Date button to the right of the Date field to choose a date from the calendar popup.

Repeat Task - If you want the current task to repeat, check the Repeat Task checkbox, and select a frequency from the dropdown list. Enter the ending date for the repeating event into the Until field, or select a date by clicking the Specify Date button.

Note: repeating tasks are separate items in the Event list, i.e., separate records in the Task file. Creating events with hundreds of repetitions is not recommended, as managing that many events will be very time consuming. Instead, consider creating repeating events for a fairly short time period, or where not more than 20-30 events will be created at once.

Categories - Select a category from the dropdown list. The category's color will display only after you have selected the category and have clicked into another field, or clicked outside of the Category dropdown list.

Assigned to - Choose the user to whom this appointment is assigned.

Note: the User dropdown list in the Calendar module is generated from the Task module, not the People file. Only those users with events assigned to them will appear in the User dropdown list on the Calendar button bar. The User dropdown list in the Task and Appointment creation dialogs, on the other hand, is generated from the list of users in the People file.

Delete Task - If you are viewing an task that has already been created, click the Delete... button to delete the task and/or all of its repetitions.

Add Another - Click this button to add the current task and create another task without leaving the current screen.

Cancel - Click Cancel to leave the current screen without taking any action.

OK - Click the OK button to accept any changes to existing appointments that have been made on the current screen, or to create the task whose information you have edited on the current screen.


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