HansaManuals Home   >> Standard CRM   >> Activities, Calendar and Task Manager   >> Task Manager  

Föregående   Nästa               Skriv ut hela kapitlet               Sök  

Detta avser program version 6.2  

Using the Task Manager - Button Bar

The Button Bar contains three buttons, as follows:

Day Planner

Click this button to open the Day Planner.

New Task

Click this button to create a new Activity. Its Task Type will be To Do, and its Symbol will be Other. You can also use the Ctrl-N or ⌘-N keyboard shortcut. When you save the new Activity, it will immediately and automatically be added to the Task Manager, providing it meets your chosen filter criteria.

Save

If you have marked a row in the Task Manager as Done, this will not be fed through to the corresponding Activity immediately. To do this, you must save the Task Manager by clicking the [Save] button. You can mark several rows as Done before saving. The [Save] button does not close the Task Manager.

---

In this chapter:

• Introduction
  

• Using the Task Manager, including
  
  • Header
    

  • 'Activities' card
    

  • 'Filter' card
    

  • Button Bar
  
  
• Printing the Task Manager

Go back to:

• Home page for Activities, Calendar and Task Manager manual
  

• Home page for Standard CRM manual

Föregående   Nästa   Start            Skriv ut hela kapitlet