Tasks menu

TABLE OF CONTENTS

Understanding Activities

What are Activities' and how are they used more...

Under the Tasks menu you have your work Calendar and your To Do List. There is also a To Do Listing short cut tile on the home page.

View your work Calendar by Day, Week or Month

Tasks > Calendar

This is your work calendar with your Activities and Appointments more...

View your To Do List Today, Tomorrow and Yesterday

Your current, past and future Tasks & activities more...

Quickly add a new Activity Tasks > New Activity

You can add a Listing or Contact Activity on any screen or you can add one here more...

Email refer to sending Email for more information …

You can send an Email from here but it is not used that often, usually you would email from inside a Listing or a Contact

Txt or SMS. Send a TXT message from here but it is not used that often, usually you would send a TXT message from inside a Listing or a Contact.

Refer to sending SMS messages for more information …