Creating Tasks
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Creating Tasks

In order to create a new task, you can proceed as follows:

How to create a new task:

  1. Open a tasks folder in the folder tree.

    Note: Select a folder for which you have the permission to create tasks.

  2. Click the Add icon in the toolbar.

  3. Enter a subject. Enter a description, if needed.

    To view the complete form, click on Expand form.

  4. Set the task's start and due date.

  5. In case you want to be reminded of the task, select a setting in the Remind me drop-down field.

  6. You can use further functions: adding participants and resources, adding attachments, adding details.

  7. Click on Create.

How to use further functions when creating a task:

  1. In order to add a further participant, enter the participant's E-Mail address in the input field below Participants. Click the icon.

    Tip: While entering the E-Mail addresses, matching suggestions are displayed. In order to accept a suggestion, use one of the following methods:

    • Use the scrollbar to browse the list. Click on a suggestion.

    • Use the cursor keys to select a suggestion. Press Enter.

    In order to remove a participant, click the icon next to the name.

    In order to add multiple participants, you can enter the name of a distribution list.

  2. In order to add attachments to the task, click on Attachments. Click on Browse. Select one or multiple files.

    In order to remove an attachment, click the Delete icon .

    In order to hide the input fields, click on Attachments. The attachments added will remain.

    Tip: You can also add an attachment by dragging a document from a file browser or from the desktop and dropping it in the task window.

  3. In order to add details like billing information, click on Details. Enter the data required.

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