Marking tasks as private

Add categories to the task. See 6.5.4: Adding categories Set the details for the task. See 6.5.6: Adding task details

Add further participants to the task. See 6.5.7: Adding participants Add attachments to the task. See 6.5.8: Adding attachments

8. Click Save in the panel. The window is closed.

Result: The task is created. The editing status is set to Not started or 0 % finished.

If you want to cancel the action click on Cancel in the panel.

Tip: You can also create a new task by clicking on Create new task in the Edit panel tab. There are the following possibilities for creating a new task:

The New task function can also be invoked in other modules in the panel. In the H Split or List view double-click a free area. The Task window opens.

Tasks module Creating tasks

6.5.1. Defining a start and due date for a task

To define the start and due date for a task, use the control elements next to Start date and Due date in the Task window.

How to define the task's due and start date in the Task window: 1. Open the Task tab.

2. Use one of the following methods to set the task's due date:

Enter a valid date in the input field next to Due date.

Click the calendar icon next to Due date. A calendar opens where you can pick a date.

3. Use one of the following methods to set the task's start date:

Enter a valid date in the input field next to Start date.

Click the calendar icon next to Start date. A calendar opens where you can pick a date.

6.5.2. Setting or replying to a task reminder

If you want to be reminded of the task before the due date you can define when you want to be reminded. A reminder window will alert you of this task when the end of the selected period has been reached.

How to set a task reminder in the Task window: 1. Open the Task tab.

2. Use one of the following methods to set a date for the task reminder:

Enter a valid date in the input field next to Remind me.

Click the calendar icon next to Remind me. A calendar opens where you can pick a date.

3. Use one of the following methods to set a time for the task reminder:

Enter a valid time in the input field next to the reminder date. Select a time from the drop-down menu next to the reminder date.

As soon as the end of the selected period is reached the Reminder window opens. There are several possibilities for replying to this task reminder.

How to reply to a task reminder:

If you want to be reminded again, select a time interval from the drop-down menu in the lower left part of the window. Click Remind me again. When the end of the selected interval is reached you will be reminded again.

If you do not want to be reminded again click OK.

Defining a start and due date for a task Tasks module

6.5.3. Creating a serial task

A serial task is a task that is repeated several times. When creating a serial task you have to set the fol- lowing:

▪ The time interval for the serial task. This defines the time interval between the individual tasks of the serial task.

▪ The time range of the serial task. This defines the start and end of the serial task.

How to create a serial task in the Task window: 1. Open the Task tab.

2. Click the Series button. The Create new series window opens. 3. Define the time interval for the serial task.

If the task is to be repeated daily, activate the serial type Daily. In the serial options define the interval in days.

If the task is to be repeated weekly, activate the serial type Weekly. In the serial options define the interval in weeks and set the week day.

If the task is to be repeated monthly, activate the serial type Monthly. In the serial options define the interval in months and set the day of the month.

If the task is to be repeated yearly, activate the serial type Yearly. In the serial options define the day of the year.

4. Define the time range of the serial task:

Next to Start date set the start of the serial task. Next to Ends set the end of the serial task.

5. Click OK.

6.5.4. Adding categories

A tag is a key word that can be used for structuring tasks. There are two possibilities for adding categories: ▪ Add object-related categories in the input field next to the Tags button.

▪ Select categories from a list of predefined categories. Predefined categories are marked by a color. Information on defining categories can be found in 8.2.3: Managing Tags.

How to add object-related categories in the Task window: 1. Select the Task tab.

2. Double-click in the input field next to the Categories... button. 3. Enter a text.

Note: Object-oriented categories do not have a color.

Tasks module Creating a serial task

How to remove added categories in the Task window: 1. Select the Task tab.

2. Click the Categories button. The Categories dialog window opens.

3. In the Name list field, deactivate the checkboxes of the categories to be removed. 4. Click on OK.

Result: The categories are removed from the task.

Adding categories Tasks module

6.5.5. Marking tasks as private

A private task is a task that is not visible to other participants if you share your tasks folder with other participants.

You can mark a task as private if all of the following conditions are met: ▪ You are the sole participant in the task.

▪ The task is created in a personal tasks folder.

How to mark a task as private in the Task window: 1. Open the Task tab.

2. Activate the Private task checkbox.