Task Series


How do I create a new Task Series?

Some users like to "see" the Series from beginning to end before entering the information into the computer. If you find it easier, we have an Event Series Worksheet that you can print and fill out before entering your data.

1.

From the Calendar program, press the [Series] button or from the Today screen, press the [Start A New Task Series] button.

2.

Press the [Setup] button on the Task Series screen.

3.

Press the Series: [New] button on the Setup Task Series screen.

4.

Enter Series Information.

a.

Enter Series Name (i.e. New Listing).

b.

Enter a Description of the series.

c.

Select an area used from the drop-down menu (Any, Address Book, Transactions).

d.

Toggle "Show on Summary."

e.

Press the [OK] button.

5.

Press the Task: [Add] button on the Setup Task Series screen.

6.

Complete Action Event details.

a.

Select Action type by clicking into the Action Type field.

b.

Enter Description of the Task.

c.

Importance

d.

Priority

e.

Coordinator

f.

Date/Time

g.

Do Task:

h.

Days, Weeks, Months, Years

i.

From Date

j.

Timeless or Time:

k.

Enter any Notes concerning this action event.

l.

Select Contact

m.

Select Party Member

n.

Select Classification

o.

Press [OK] button.

7.

Repeat steps 5 and 6 for each event in the Task Series.

8.

Press the [Close] button.


How do I generate a Task Series?

1.

Press the [Start Series] button from the Series screen or press the [Start a New Task Series] button from the Today menu.

2.

Select a Series from the drop-down menu by highlighting the specific series title.

3.

Select Start date from the drop-down calendar.

4.

Assign Contact from the [Contact] button or the [Quick Search] button. Remove the contents of the field by pressing the [X] button.

5.

Assign Transaction from the [Transaction] button or the [Quick Search] button. Remove the contents of the field by pressing the [X] button.

6.

Select Party Member names by clicking into the field and then pressing the [Quick Search] button.

7.

Select or unselect any tasks from the Task Series by highlighting the event and pressing the [Space Bar]. The X means the event is selected.

8.

Press [Start This Series] button.

9.

Press [OK] to for adding events.

10.

Press [CLOSE] button.


Mark-It How-To Document