- Tasks for a single Contact, such as an individual or a group, can be reviewed on the screen for that particular Contact.
- Go to the Home screen and select "Contacts" from the menu.
- Select the Contact from the list in the Contacts column in the right-hand panel.
- In the Contact detail screen, click on the "Calls and Tasks" tab at the bottom of the screen. The right half of that tab shows the tasks for that Contact, including the name of the task, the date due, and the event for which it is to be done.
- Tasks for the whole organization can be reviewed from the Home screen by clicking "Events and Tasks" in the menu on the left. Tasks appear in the second column in the right-hand panel.
- CC NonProfit automatically lists the tasks that are not yet complete. Tasks that are past due are displayed in red text. To see all tasks, including those already completed, uncheck the "Show Incomplete Only" check box at the bottom of the column. Completed tasks will be displayed in green text.
¶ Creating a New Task from the "Events and Tasks" Home screen
- Click on the Add button at the bottom of the Tasks column. This will bring up a "Task" window.
- In the Task window, enter a "Name" for the task.
- Enter a "Due Date" for the task. You can type the date manually in the box, or you can pick a date from a popup calendar. To get the calendar, click on the right side of the Due Date box. Click on the date you want in the calendar and that date will be entered.
- Enter any notes you may want about this task in the "Notes" box.
- To indicate who is to do this task, click on one of the contacts in the "Contact" list at the bottom left. The background of your choice will turn orange.
- If you select the wrong person by mistake you can change your selection by clicking on another Contact.
- If you decide you do not want the Task assigned to any person click the "x" in the red circle above the list to remove all selections. (Remember it is often difficult to get a task accomplished if no one is assigned to do it.)
- If this task is associated with an event in your organization, you can select the event from the "Event" list on the right. Click on the event and its background will turn orange.
- If you select the wrong event you can change it by clicking on another event.
- Once an event has been chosen if you want to remove any event from this task click on the "x" in the red circle above the Event list.
- Click OK when you have finished.
To mark a task as complete, click on the check mark in the gray circle next to the completed task. The both the text of the task and the circle around the check mark will change to green. The next time you return to this list, this completed task will no longer be in the list. (You can display it, and all other completed tasks, by unchecking the "Show Incomplete Only" box at the bottom of the column.)
- Click on the pencil icon next to the task you want to revise. Make any changes you want and click OK.
- You can mark the task as complete from the Task popup window by clicking the "Complete" check box.
To delete a task click on the blue trash can next to the task. In the confirmation dialog box click "Delete" to delete the task or "Cancel" to leave the task as is.