Navigation - Tasks - Create a Task

Overview

Updated 06/23/2021

Tasks can be created from the Tasks section of the Navigation Bar as well as during the process of creating a message.

1. Click the Tasks menu bar in the Avionté menu panel.
   
   
2. Click New Task (upper-right corner of the Tasks tab). The Task window appears.
   
   
   
   
3. Enter the Subject of the task, and optionally a Location that pertains to the task.
   
   
4. In the Date group box:
   
   
   • Set the Start Date and Due Dates by clicking the respective down arrow and choosing the date from the Calendar picker. The default value for each option is the current date.
     
     
   • In the Action Type drop-down, select the type of action that applies to the task.
     
     
   • Unless the task is already complete, leave the Complete checkbox unchecked. You can come back to this screen later and check Complete when the task is finished.
     
     
   • If you want this task to also be applied in Outlook as a task, check the Add to Outlook checkbox.
     
     
5. In the Message Link group box:
   
   
   • Select an entity to attach this task to from the Attach To drop-down list.
     
     
   • Based on the Attach To selection, select a Search Type, then in the Search Text box, enter a full or partial value to search on and press Enter to display results in the Search Result field.
     
     
6. The Attached To group box displays a list of the entities to which the task has been attached. If you wish to remove the task as an attachment from an entity, right-click the entity and choose Remove Link.
   Note: The originator of the task will always remain attached to the appointment.
   
   
7. In the lower area of the window, enter any additional information regarding the task in the free text area.
   
   
8. When finished setting up the task, click Save & Close.

Creating tasks from messages

Tasks can be created from the Log Message Actions option, or the Message item of the sub-tree:

1. Click New Message, or select an existing message that you'd like to create a task from.
   
   
2. Enter, or double check, your data in the Message group.
   
   
3. Beneath the Message group, select Task from the Make This drop down menu. This will show fields for the start and due date, and a checkbox for indicating if the task is Complete.
   
   
4. If it is a new message click Save Message, or if you are editing an exsisting message tab off the field to save the new setting. Once saved, you'll be able to view the task in the Tasks section of the Navigation Bar.

How to default a message as a task

Certain Action Types can be set to tasks as the default through the following steps:

1. Navigate to the Config Choice menu option under the System category of Admin Tools.
   
   
2. From the Config Choice option, select the Choice Property tab.
   
   
3. Set the Category field to Message. This will populate the Properties grid at the bottom of the page.
   
   
4. Select the Choice Code with the same name as the Action Type you wish to change.
   
   
5. Set the Default Message Type System Name cell for your choice code to Task.
   
   
6. Press Tab to save your changes. At this point, selecting the modified action type from the Message group will default the Make This field to Task.

Setting up a recurring task

Tasks can be set to recur for a particular defined interval, when the previous task is completed. Further, in the Contacts Message section, recurrence can be set up when the message is set to a task.

1. To setup a recurring interval for the task, click the Recurrence button found in the upper portion of the Task window.
   
   
   

   The Task Recurrence window appears.
   
   

   
   
   
2. In the upper half of this window, define the pattern of the recurrence (frequency of recurrence). Select from the following options, then set the recurrence options based on your selection:
   
   
   • Daily
   • Weekly
   • Monthly
   • Yearly
     
     
3. To indicate a seperation between reoccuring tasks, enter a value in the Regenerate new task field and mark the checkbox. For example, if you choose a daily recurrence pattern and then to regenerate a new task 5 days after each task is completed, this means the task will recur again five days after the previous task was complete.
   
   
4. In the lower half of this window, you set the range of recurrence. Click the Start drop-down list to select the start date for the recurrences from a calendar picker.
   
   
5. From the options to the right, select from the following:
   
   
   • No End Date: Recurrence does not end based on an end date.
     
     
   • End After: Task recurrence ends after the amount of recurrences you enter here.
     
     
   • End By: Task recurrence ends based on the date you select from the calendar picker.
     
     
6. Click OK when finished setting up the task recurrence.

Deleting a task

Tasks can be deleted in two ways:

1. From the Task window, click the Delete button on the upper left-hand corner. After clicking Delete, click Yes on the confirmation message that appears to complete the process.
   
   
2. Right-click anywhere on the row of the task you would like to delete from the grid. Right-clicking will bring up the Delete Task option. Clicking on the Delete Task option will bring up a confirmation message. Click Yes on the confirmation message to complete the process.
   
   

Removing a task recurrence

If you decide to remove recurrence from a task:

1. Open the task.
   
   
2. Click the Recurrence button.
   
   
3. Then click the Remove Recurrence button.
   
   

Spell check

The Spell Check option allows you to perform a spelling check on any text entered in the large text box at the bottom of the Task window. Once you have entered text, click the SpellCheck button. Any errors found will appear in the Spelling window as shown below. Correct any misspellings as necessary.

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