Detail Tab


How do I use the Detail screen to set an event or a task?

Detail Tab

  1. Set the action type by clicking its name.

  2. Type in a description in the Description field. The description is displayed in the Task Pad.
  3. Indicate the Importance by selecting the letter (A ~ D) from the drop-down menu.
  4. Indicate the Priority by selecting the number (1 ~ 99) from the drop-down menu.
  5. Select the Coordinator from the drop-down menu.
  6. You can change the date of the event from the drop-down menu. (Placing a checkmark in the Completed checkbox will indicate the event has been completed.)
  7. Select the time of the event. Clicking the Time radio button will display the Time editor screen (see below).
  8. Add any notes associated with the task/event in the Notes field. This field displays in the Task Pad or in the Note field using the Notes Toolbar button.
  9. Set the contact by pressing the Contact button. The Quick Search screen should appear allowing you to find a name quickly. Press the Search button. (You should recognize the selection screen as your Address Book.) Pressing the X button will remove the Contact from the field.
  10. Some screens have another options at the bottom of the screen (i.e. Transaction, or Document). Pressing the associated button will display the selection screen. Pressing the X button to the right will remove the content from the field (In our example: Agent01.txm filename would be cleared from the field).


Time Editor Screen

Detail Time Editor

Adjust the time by using the up/down arrows or typing in the field.


Mark-It How-To Document