> Add On / Task Manager (Optional) / Task Manager Main Screen

Task Manager Main Screen

Adding a New Task

To add a new task, click the New Task button.

task manager add task

Pending Tasks

To show/hide pending tasks, click the red icon.

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In-Progress Tasks

To show/hide partly done tasks, click the yellow icon.

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Completed Tasks

To show/hide completed tasks, click the green icon.

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Viewing Full Details

When you have selected which tasks you would like to review, select Full Detail to see the full task details.

When this checkbox is deselected, only a short description of the task is displayed.

Searching for a Task

The Search field enables you to search for a task by reference number. (Every task is automatically assigned a unique reference number.)

Filtering the Task List

The Client, Employees and Department fields enable you to 'filter' the task list (display only tasks that match the specified criteria).

You can also sub-filter tasks by clicking the Pending Tasks (red) button or the In-Progress Tasks (yellow) button.

Sorting Tasks

You can sort tasks by clicking a column header.

For example, if you click the Client/Project column header, the listed tasks will be sorted alphabetically by client.

See also

Opening the Task Manager


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