SmarterMail 13.x Help
This documentation is for a product that is no longer supported by SmarterTools.

Creating New Tasks

To create a new task, click New in the navigation pane toolbar. This will open a new task window that you will use to add the task to SmarterMail.

Saving Task Details

When you add a new task in SmarterMail, you can save as much or as few details about the task as you like. In general, task details are divided into three sections:

  • Details - The details of the task inclue the subject of the tasks, start and end dates, and other information. Note: The subject, start date and due date are the only required fields to save a task.
    • Subject - This is a friendly name for the task. A more detailed description of the task can be added in the next tab.
    • Start and End Dates and Times - The date and time the task will begin, then end. You can either manually enter the dates and times or click on the date selector icon and/or the time selector icon.
    • Reminder - Setting a reminder will make a pop-up window appear in webmail at whatever reminder interval you set.
    • Priority - Setting a priority helps you keep tasks organized by importance.
    • Status - The status of the task keeps you, and anyone else you may be sharing tasks with, apprised of where the task is in terms of being worked on. Options include:
      • Not Started - The task is created but not being worked on at the present time.
      • In Progress - The task is currently active and being worked on.
      • Completed - The task was worked on and is now finished.
      • Canceled - The task is not needed, is not worth starting or a decision was made to not move forward with it.
    • % Complete - As a task is being worked on, a user can update the status by denoting how far along the task is in terms of being marked Completed. This is a good way to keep people who share tasks apprised of where the task is in terms of completion.
  • Description - The description field can be used to type up the initial thoughts/ideas or goals of the task, then updated as needed with any important notes, if desired, as the task is worked on.
  • Categories - A category provides a way to organize your notes into manageable groups. To add a category, simply click the Master Categories button and type the new category name. Note: Be sure to separate categories with a comma.
  • Once the task is saved, it will appear on your calendar. Note: Users can disable the display of task start and end times on the calendar. For more information, see Calendar Settings.