How do I manage Personal Tasks (add, edit, complete, and delete)?

• Add a Personal Task
• Edit a Personal Task
• Complete a Personal Task
• Delete a Personal Task

Global Menu > Tasks

1. Click on Tasks in the Global Menu.

2. Select + Add Task in the upper right-hand corner.

3. Enter Basic Info and Task Details.

Reminder Notifications

A user may also choose to set Reminder Notifications as well as a pop-up reminder for the Task.

A user can set a Reminder Notification for X days before the due date. Additional reminders can be added, as needed.

A user can also configure a pop-up that will interrupt users and display a reminder about the Task.

4. Click Save when finished.

The Personal Task will save under Current Tasks.

Global Menu > "Task" > Task Options

1. Click on Tasks in the Global Menu.

2. Select Task Options in the upper right-hand corner of the specific Personal Task.

3. Click Edit in the drop-down menu.

4. Edit the Personal Task, as necessary.

5. Click Save when finished.

Global Menu > "Task"

1. Click on Tasks in the Global Menu.

2. Navigate to the specific Personal Task.

3. Select Mark as complete.

Notification of this successful action will appear in the lower left-hand corner.

The completed Personal Task will move to the Completed Tasks tab. A user may choose Mark incomplete to move the Personal Task back to the Current Tasks tab.

Global Menu > "Task" > Task Options

1. Click on Tasks in the Global Menu.

2. Select Task Options in the upper right-hand corner of the specific Personal Task.

3. Click Delete in the drop-down menu.

4. Select Delete in the dialogue box.

Confirm that the Personal Task has been successfully deleted.