Current Tasks

The Current Tasks window contains a table listing contacts having uncompleted tasks or reminders.

There are two types of records in the table:

1. The tasks which must be completed in order to move on to the next step according to the processing plan (schema). Such tasks are marked by the following icon: .
2. Reminders. They are marked by the icon.

Double-clicking the icon opens the Task Contacts window with various information related to the process of accomplishing this task.

Double-clicking the icon opens the Reminder window

Double clicking on a row in the table outside the icon opens the Contact's Business Card.

 

Clicking on the Go to button does the same as double-clicking on a row in the table outside the icon, it opens the Contact's Business Card.

To select the time period, use the date pickers.

 

Click on Refresh button after you have changed the start and end date of the time period.

To open the Calendar pane, check the Calendar checkbox. In the calendar, dates with scheduled tasks are marked in red. To view tasks for a given date, double-click on it.

While the Calendar pane is open, the time period of the tasks in the table corresponds to the selected month, and the date pickers are disabled.