Tasks
Create a task
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Use tasks
•
Change the status of a task
•
Create a category
•
Apply categories to tasks
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View tasks by category
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Delete categories
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Tasks — frequently asked questions
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Create a task
1.
In the task list, click the trackwheel.
2.
Click New.
3.
Type the task details.
4.
Set a due date for the task.
5.
Set whether the task should recur.
6.
Click the trackwheel.
7.
Click Save.
Note:
If your task recurs, perform the following actions:
Set the Every field to change the frequency
•
of the task. For example, to set a task to recur
every three days, set the Every field to 3.
Select the Relative Date check box for the
•
task to recur on a relative date. For example,
set a task to recur on the last Friday of each
month or on the 28th of each month.
In the Days field, set the days on which the
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weekly task should recur. To select a day,
press the Enter key.
Use tasks
Click a task. Perform one of the following actions:
Open
•
Mark Completed
•
Mark In Progress
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Delete
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Delete Completed
•
Change the status of a task
To change a task to "Completed", click the task.
Click Mark Completed.
To change the status of a task to "Waiting" or
"Deferred", edit the Status field.
To change a "Completed" task to an "In-Progress"
task, click the task. Click Mark In Progress.
About categories
You create categories in which to group your
tasks. You can also narrow the tasks displayed in
the task list based on categories.
Category names are not case sensitive. More than
one category can apply to a task. If you use Lotus
Notes as your desktop email program, you can
apply more than one category to a task on your
handheld, but only one category will synchronize
with the task in your desktop email program.
Categories are shared between the address book,
the task list, and the memos list, so if you make
category changes in the task list, the changes are
also made in the address book and the memos list.
Create a category
1.
In the task list, click the trackwheel.
2.
Click Filter.
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