Using the Task List

The Task List

Activities -> Task List or <Alt +F12>

The PPS Task List is your own "To Do" list. It contains activities that are due today (or overdue). And optionally shows today’s activities that you have completed.

When you create an activity (this applies to all activity types), you have the option to include the activity in the task list. Make sure that this box is ticked for the activity to appear on your task list.


The Task List displays activities that are only applicable to you.


You can create new personal actions by double clicking the top of the screen: Double-Click Here to add a new task.  (See Creating a Personal Action)


You can complete an activity simply by clicking the appropriate tick box under the tick column.


Activities cannot be deleted from the Task List.  (See Activities List)


Related Articles
Activities List
Viewed 878 times since Mon, Oct 4, 2010
SMS Text Message
Viewed 702 times since Wed, Dec 22, 2010
Client Contact Note
Viewed 884 times since Mon, Dec 20, 2010
Archived Activities
Viewed 559 times since Tue, Nov 9, 2010
Viewed 965 times since Wed, Dec 15, 2010
Telephone Calls
Viewed 569 times since Tue, Dec 21, 2010
Using The Activities List
Viewed 574 times since Fri, Oct 8, 2010
Creating a Personal Action
Viewed 493 times since Fri, Oct 8, 2010
Sending a Message
Viewed 585 times since Fri, Oct 8, 2010
Viewed 751 times since Thu, Dec 16, 2010