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Maintaining Tasks
You can see the details associated with a task by double-clicking on it. This opens the Task Details window. You can also right-click the task area to add, edit, copy, delete, or create associates for a task.
1
Choose Sales Management|Activities. The activity calendar displays in the workspace along with the monthly calendar and the tasks assigned to you.
2
Right-click the task area of the workspace and choose Add from the menu. The Task Details screen displays.
Note: This menu also contains options for editing and deleting existing tasks.

Task Details
Details
Use the Details tab to record the details of the task you are creating.
Subject
Enter a subject name for the task.
Responsible
Select the person responsible for performing the task.
Due Date
Enter a date by which the task is to be performed.
Start Date
Enter a date on which the task is to be started.
Reminder
Select this check box if you want the system to send reminders. Indicate the date, time, and e-mail ID to which a reminder should be sent.
Send Reminder by E-mail
Select this check box and enter your e-mail ID if you want the reminder to be sent to your inbox.
Comments
Enter comments, if any, for this task.
Priority
Select the priority level of this task.
Reference
Select a reference for this task.
Categories
Select the categories to which this task belongs.
Status
Select the current status of this task.
Associate
Click the Associate It With button to associate the task with any of the associate types. The types available are Profile, Contact, Opportunity, Campaign, Installed Base, and Issue.