Adding and Viewing User Tasks

Creating a Task

You can create user tasks, similar to those in Microsoft Outlook, to help you keep track of important dates, tasks, notes to yourself, and so on. If you set a reminder date, the system reminds you when the task is due.

In addition, authorized system administrators can also create tasks and assign them to you.

To create a task:

  1. To access the Create User Task form, select View > Task.
  2. In the Task Name field, specify a name for the task.
  3. In the Remind Date field, specify a reminder date and, optionally, time.
    To specify both a date and time, enter the date/time manually, in the format DD/MM/YY HH:MM:SS AM|PM.
  4. (If you are a system administrator creating a task for another user) In the User Name field, specify the user for whom you are creating the task.
  5. If you want the task to be deleted after the reminder date has passed, select Delete After Reminder.
  6. (Optional) Use the Description field to specify any additional information about the task.
  7. Click OK.

Setting a Notification Sound and Icon

When a task reminder date and time is reached, the system sends a notification message and places it in the Inbox form.

In the View > Settings window, you can set prompts that occur when a notification message is received in your Inbox:

Viewing the Task List

To see the complete list of tasks that you currently have, open the Task List form. To open this form, use the standard methods such as Form > Open, or click My Tasks on the Create User Tasks form.

Authorized system administrators can select the Show All check box on the Task List form to view all tasks created by all users. After you select Show All, you must reapply the Filter-in-Place.

Viewing Notification Messages

To see and delete notification messages in the Inbox form, select View > Inbox.

Deleting a Task

You can define tasks so that the system automatically deletes them after it sends the reminder. To do this, select Delete After Reminder on the Create User Tasks form or the Task List form.

You can also manually delete a task from the Task List form.