Options Tab


How do I use the Options tab?

The Options Tab may have unique features depending on the Action Type you have selected. The screen displayed here is the Options screen for the Send E-mail action type. Most screen contain a calendar date for removing the task, a print option, and an action-specific options section.

Options Tab

Remove event if not completed within X days of due date:

Set the number of days to delete an event if it is not completed by the due date. Just enter the number of days in the box.

Print on Client Reports:

Toggle the event to be included in printed materials.

Classification Search:

Brings up the Advanced Classification screen


Mark-It How-To Document