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

Task List Overview

SmarterMail allows you to store all of your tasks in a single place, accessible from the web wherever you are. Tasks can be used to store to-do's or important checklists. Some features of SmarterMail tasks are:

  • Configurable start and due times.
  • Reminders that show up in SmarterMail to alert you of the task due date.
  • Completion status that tracks the percent done of the task.

To get started, click the Collaborate button on the main toolbar, and then select the Task control bar in the left side bar.


Manage Tasks

The My Tasks page lists all of your tasks in one place and lets you sort and track them easily. To view your tasks, click the Collaborate button on the main toolbar, then click the Tasks control bar, and finally select All Tasks from the My Tasks tree view.

The My Tasks page lists all of your tasks and lets you perform many actions:

  • Editing a Task - Click on the subject of a task to edit it.
    1. Select the task you want to edit and click the Edit icon from the actions toolbar; or
    2. Right click the task you want to edit and select Edit from the drop down list; or
    3. Double-click the task you want to edit
  • Deleting a Task - This can be accomplished two different ways:
    1. Select the task you want to delete and click the Delete icon from the actions toolbar; or
    2. Right click the task you want to delete and select Delete from the drop down list
  • Sharing Tasks with Other Users (Enterprise Edition Only) - For information about sharing, please see the topic Sharing Your Own Resources.
  • Searching Tasks - Click on the Search button to begin searching for tasks. A second bar will appear that will allow you to search.