Tasks can be added, edited and deleted. Each operation can be done when in the Tasks section or in the Calendar section. When you are in the Calendar section, only the task for the selected Resource is displayed. See "Managing Resources" for more information.
To Go To The Tasks Section
Either:
Choose from the Main Menu "File/Go To Section/Tasks", or
Click on the Main Section Toolbar icon:
Tasks, or
Press the keyboard shortcut: Ctrl+4
To Go To The Calendar Section
Either:
Choose from the Main Menu "File/Go To Section/Calendar", or
Click on the Main Section Toolbar icon:
Calendar, or
Press the keyboard shortcut: Ctrl+2
To Add A New Task
Either:
Choose from the Main Menu "Tasks/Add a New Task", or
Choose from the Main Menu "Calendar/Add a New Task", or
Right Click on the Tasks List and choose "Add a new Task", or
Click on the Main Toolbar icon:
"Add a New Task", or
Click on the Tasks Toolbar icon:
(located above the Tasks List)
With the Task's Details window open, edit the details as needed:
|
Subject |
Enter some descriptive text. eg: Write product sales objectives |
|
Type |
Choose from the list of available types that best suits this task. |
|
Resource |
By default, this will be the currently selected Resource. However, you may choose to assign this task to a different Resource. See "Managing Resources" for more information. |
|
Due Date |
Enter the date when the task is due to be finished. This can be left blank if the date is unknown. |
|
Start Date |
Enter the date when the task was started. This can be left blank if the date is unknown or the task hasn't started yet. |
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Status |
Choose from the list of available types that best suits this task. Not Started: This task has not started yet. In Progress: This task has started and is in currently in progress. Completed: This task has finished. Waiting on someone: This task has started but is waiting for some human input. eg: waiting for the sales executive to come back from holiday. Waiting for something: This task has started but is waiting for some physical input. eg: waiting for a component part. Deferred: This task has been put back, delayed until a later time. |
|
Priority |
Choose from the list of available priorities that best suits this task. Important: This task is an integral key point. Normal: This task is a normal task. Urgent: This task has some time constraints and needs attention. |
|
Complete % |
Enter the approximate amount of work complete for this task. When you choose the Status (above) of the task, you will notice this "Complete %" will automatically enter some figure. |
|
Reminder |
If you wish to be automatically notified when this task is due, place a tick in this check box. |
|
Reminder date |
Only enabled if you choose "Reminder" (above). Enter the date when the reminder should be announced. |
|
Reminder time |
Only enabled if you choose "Reminder" (above). Enter the time when the reminder should be announced. |
|
Sound (button) |
To play a sound file when the reminder is announced, click on this button to open and load a WAVE compatible sound file. |
|
Comments |
Enter any plain text to describe this task. |
|
Font (button) |
To make this task stand out in the Task List, you could choose a different font size, style or colour. |
|
Bkgrd (button) |
To make this task stand out in the Task List, you could choose a different background colour. |
|
Reference |
You may enter any text here. You could use it to store an office location or the name of a web site. |
|
Custom/Tickle |
You may enter any date here. You could use it to store a notable date that may be important to this task. |
|
Files (tab) |
You can assign certain files on your hard disk that are related to this task. For example: if you are design some logo, you could attach a link to some clipart or the actual project file. Note: This doesn't insert the actual file data, this only adds a link to the filename to the task. If you move the file to a different location on your hard disk, then this filename link will be invalidate.
|
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Private |
This is not used directly in doogiePIM. You could use this to indicate if this task is private or not. |
When you are satisfied with the details you have entered, click on Save to save the details or click on Cancel to cancel any changes made.
To Select A Task
Left click on the Task List where the task is displayed. The task is selected when it's highlight colour is shown.
To Edit An Existing Task's Details
Either:
Choose from the Main Menu "Tasks/Edit Selected Task", or
Double Click on the Task in Tasks List.
The operation of editing is the same as adding. See the details above for more information.
To Delete An Existing Task
Either:
Choose from the Main Menu "Task/Delete Selected Task"
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