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Introduction
» VIP Team To Do List
» System Requirements
User Interface
» User Interface
» Main Toolbar
» Navigation Bar
» Categories Bar
» Filters Bar
» Resource Assignment Bar
» Tasks List
» Resources List
» Export of Tasks Toolbar
» Tray Bar
» Columns Layout
Using Product
» Tasks
» Special Abilities
» Categories
» Resources
» Import/Export
» Database Management
» Options
Support
» Upgrade Information
» Technical Support
 
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Tasks

Creating a new task

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Follow these steps:

  1. To create a new task, select the Creating a new task button on the toolbar, or select Tasks\Create Task menu item, alternatively use the Insert button on the keyboard or double mouse click on blank space of Tasks List.
  2. A new task window will appear

    General

  3. Enter a chosen task name, priority and category, enter any task notes if needed, select due date, complete.
  4. Click Reminder Tab and enter reminder date and time, and attach media file for playing when the reminder is being executed.

    Reminder

    In the E-Mail field you can type or select from the list e-mails for sending notifications and reminders about the task.
    Press Enter or double click to close e-mails list.

  5. Click the Resource Tab and select the resources to be assigned in the resource list. To assign a resource, tick the check box opposite its name or press the Space key on the keyboard.

    Resources

    On assigning, the task is added to the list of relevant tasks of the resources, and if required the To Do List or a notification about the change of the To Do List (if it’s published on the Web) can be sent to the team member.

  6. Click OK or press Ctrl + Enter on the keyboard.

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