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.
Choose Sales Management|Activities. The activity calendar displays in the workspace along with the monthly calendar and the tasks assigned to you.
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.
Use the Details tab to record the details of the task you are creating.
Enter a subject name for the task.
Select the person responsible for performing the task.
Enter a date by which the task is to be performed.
Enter a date on which the task is to be started.
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.
Enter comments, if any, for this task.
Select the priority level of this task.
Select a reference for this task.
Select the categories to which this task belongs.
Select the current status of this task.
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.