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Calendar Solution
Documentation
Section 4: Using
the Calendar (cont'd)
Section 4.2: Managing
Tasks - This
section details task management, as is completed in the
Calendar module. Tasks and appointments may also be managed
via the Event
list within the
Task module.

Creating Tasks - To create a new task from any
Calendar view (Month, Week, Day), click the New
Task button in the
button
bar. Doing so will
bring up the Task dialog, as seen above.
Task Name - You may enter a name for the task in the
Task field. This name will display in all of the calendar
views, as well as in the Event
list.
Priority Code - Select a priority code for this task.
Calendar views may be filtered by priority code, and the
Event
list may be
searched and sorted by priority code.
Completed checkbox - Check this box to mark the
current task completed.
Task Due Date - Enter a due date for the task in the
Date field, or click the Specify Date button to the right of
the Date field to choose a date from the calendar popup.
Repeat Task - If you want the current task to repeat,
check the Repeat Task checkbox, and select a frequency from
the dropdown list. Enter the ending date for the repeating
event into the Until field, or select a date by clicking the
Specify Date button.
Note: repeating
tasks are separate items in the Event list, i.e., separate
records in the Task file. Creating events with hundreds of
repetitions is not recommended, as managing that many events
will be very time consuming. Instead, consider creating
repeating events for a fairly short time period, or where
not more than 20-30 events will be created at
once.
Categories - Select a category from the dropdown
list. The category's color will display only after you have
selected the category and have clicked into another field,
or clicked outside of the Category dropdown list.
Assigned to - Choose the user to whom this
appointment is assigned.
Note: the User
dropdown list in the Calendar module is generated from the
Task module, not the People file. Only those users with
events assigned to them will appear in the User dropdown
list on the Calendar button bar. The User dropdown list in
the Task and Appointment creation dialogs, on the other
hand, is generated from the list of users in the People
file.
Delete Task - If you are viewing an task that has
already been created, click the Delete... button to delete
the task and/or all of its repetitions.
Add Another - Click this button to add the current
task and create another task without leaving the current
screen.
Cancel - Click Cancel to leave the current screen
without taking any action.
OK - Click the OK button to accept any changes to
existing appointments that have been made on the current
screen, or to create the task whose information you have
edited on the current screen.
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