SmarterMail 5.x Help
This documentation is for a product that is no longer supported by SmarterTools.

Create a New Task

To add a task to your task list, either click on New Task in the tree view on the left hand side, or click the New icon on the actions toolbar

If you wish to add a task to a shared task list (Enterprise Edition Only), you must be viewing the list, then use the New icon from within the page.

Details

  • Subject - This is the short description of the task, and is what will appear on task pages and reminders.
  • Date and Time - Enter the start date and time of the task, as well as the due date of the task. You may leave the due date or time blank to indicate that there is no due date.
  • Reminder - If you wish to have a reminder appear in SmarterMail, choose the amount of time beforehand that you want it to show.
  • Priority - Higher priority tasks are more important. In My Tasks, you can sort by priority.
  • Status - Choose the status of the task. This will show up in My Tasks so that you can easily track the status of your items.
  • % Complete - This indicates the percentage that the task is completed.

Description

Enter the full description of the task, if needed.

Categories

You may assign one or more categories to each note to make for easier searching.

  • To add a new category, click the Master Categories icon from the actions toolbar. Then list the categories you would like to add, one per line.