PlanPlus Support

 Home   |   Personal Info   |   Service Requests   |   Projects  

Knowledge Home | FAQs | How To | Tasks |
3 Task types with different properties
In the Home Page Task list you may see 3 different types of Tasks:
1. Daily Tasks that have a due date
2. Sales Process Step Due Tasks from a Sales Process
3. Project Tasks - Only seen if you have the Project Module

Only Daily Tasks can be dragged to the Calendar (effectively changing the due date).

When a Task is dragged to a calendar the effect is that the due date of the Task changes to the calendar date. Tasks originating from a Sales Process cannot be dragged to any calendar BECAUSE THE DUE DATE IS FIXED BY THE SALES PROCESS. You may, however, move all tasks to a "current" status by clicking the "Make Current" icon.

If you choose not to display Process Step Tasks in the Task Manager, you can change your display options in Account (tab) -> Task -> Show ... Task in Task List

Related Articles:
No related articles.
No attachment found for this article.
Solution #: 800916
Category: FAQs > How To > Tasks
Type: Knowledge Base
Status: Published

Back to Knowledge & FAQs page.

Powered by PlanPlusOnlinee.