The To-Do Tasks area displays all current and overdue tasks that have been assigned to you. To-Do Tasks can be any of the following:
▪A scheduled task that is flagged as To-Do.
▪A To-Do task with an assigned date.
▪A To-Do task with no assigned date.
▪A Debtors/Creditors follow up.
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1.To quickly add a new To-Do task, click in the field area marked Click here to add a new Task and type a subject for the task. Tasks added in this way are not tied to any object, so they will be deleted once marked as completed. 2.When a To-Do task is finished, tick the box to the right of the task, to mark it as completed. 3.You can right click on a To-Do item to view its related Jim2 object (job, quote, etc.), or to add, edit or delete a To-Do task. 4.The To-Do tasks area can be resized by dragging the vertical and/or horizontal pane splitters. |
Further information: