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HansaManuals Home   >> Standard CRM   >> Activities, Calendar and Task Manager   >> Task Manager  

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This text refers to program version 6.2  

Introduction to the Task Manager

The Task Manager is a list of Activities sorted by Start Date and Time. Its main purpose is to list Activities that you have not yet completed to provide a check list of tasks that you need to carry out by the end of the day (i.e. a "To Do" list). It includes Activities from previous days that you have not completed yet. By default, only To Do Activities 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.

From the Task Manager, you can open an Activity by double-clicking the Activity Text. 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.

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