main_tl_corner main_tm_one main_tr_corner
main_tl_side_one
main_canada_flag
client_track_logo
main_tm_four
Home_Button Features_Button Products_Button Downloads_Button Pricing_Button Support_Button
main_tr_side_one
Client Track's 15th Anniversary Header
Free_Trial_Button Buy_License_Button
Support
Importing Clients
Getting Started
Training University
Faqs
Client Track Online Help Centre
Group Demo
Webinar Button
Client Track YouTube Channel
Contact Us
Training University
200s - Tasks & Custom Services  >  Tasks List
Tasks List
Brief Summary
Learn how to view more information and edit a client's task in a list format
in Client Track.
Step 1
Tasks List Icon
beight_lcorner In Tasks, go to > Tasks List (icon)
Tasks List
Step 2
Tasks - View Info
Click View Info on a specific task shown above.
Step 3
Tasks List - Task Information
1) Select the dates of task from drop-down list shown above.
2) To set a flag on a task, select type of flag under Flag Information.
3) To create custom information about task, type in custom name and
    click Define Custom Fields.
4) To set status information on task, select type under Status Information.
5) Click Ok to exit Task Information.
Step 4
Tasks - Priority Flags
Verify that flag information appears besides task shown above.
telephone E-Mail Button
hours
main_bl_corner main_bm_four main_br_corner
Copyright  © 1999 - Present, Trilobyte Solutions Inc. All Rights Reserved. Website created by Jason Medeiros.