Creating a task

  1. Select the Activity (New) function from the function bar of a module form and create a Task. The input form opens.
  2. Specify a meaningful Subject, and select a Due date/ time.
  3. The Beginning of the task is already automatically preset with the current date, but you can change this.
  4. The Responsibility is automatically set for you as the logged-in user. Change this if you want to delegate the task.
  5. The Status of the new task is automatically set to Open.
  6. Assign a priority if the automatic entry does not apply.
  7. Check according to the source object whether a case or contacts (For contact) should be assigned to the task. Usually, the contact from which the new activity is created is already set. When you save a task, you are automatically asked whether it relates to a specific case, which you should then select.
  8. Assign attachments (documents) via drag and drop, analogously to assigning contacts.
  9. Enter comments in the Note edit field, or simply click the Time stamp button to insert your signature under which you enter comments.
  10. Specify whether you would like to be reminded before the beginning of the task (Remind me in).
  11. Click OK or save the record.