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This text refers to program version 8.4  

Introduction to the Task Manager in Standard ERP

The Task Manager is a list of Activities whose main purpose is to act as a "To Do" list. It lists the Activities that you need to carry out by the end of the day, including Activities from previous days that you have not completed yet. By default, only To Do Activities are included in the list. Usually, these will be Activities representing short tasks, such as telephone calls, that you need to carry out on a particular day. The term "Task" is sometimes used in this documentation when referring to a To Do Activity i.e. an Activity that will be shown in the Task Manager.

From the Task Manager, you can open an Activity by double-clicking (Windows/Mac OS X) or tapping (iOS/Android) it in the list. You can then remind yourself of the details of the Activity before carrying it out. When you have completed the task, you can mark the Activity as Done. When you save the Activity, it will immediately and automatically be removed from the Task Manager. If, as a result of carrying out the Activity, you need to schedule another one for a future time, you can also create the new follow-up Activity from the Task Manager.

To open the Task Manager, click (Windows/Mac OS X) or tap (iOS/Android) the [Tasks] button in the Navigation Centre:

You can also use the Ctrl-T (Windows) or ⌘-T (Mac OS X) keyboard commands.

Your Task Manager will be opened, showing your To Do Activities. These are Activities in which the Task Type is To Do, the Start Date is the current date or earlier and that have not been marked as Done.

The [Tasks] button will include a red counter if you have Tasks that should have been carried out before today, or a green counter if you have Tasks that should be carried out today. If you have Tasks that should have been carried out before today, the Task Manager will be opened automatically when you log in.

Please refer to the following pages for more details about the Task Manager in Standard ERP:
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