How to: Make a task with a contact.
Solution:
Select the 'Insert' menu and select 'Related Item'. Select 'Task from Contact...' from the submenu. Type the desired information in the 'Task' dialog box and choose 'OK'.
1) Select the 'Insert' menu and select 'Related Item'. (A submenu appears.)
2) Select 'Task from Contact...' from the submenu. (The Task dialog box appears.)
Insert task
3) Select the 'General' tab.
a) To select a start and end time for the task, do the following:
1] Select the 'Ends' check box.
2] Type a date for the task to end (or click on the down arrow to select a date from a calendar).
3] Type a time period before the end date for the task to start.
4] (Optional) Select the 'Mark as done after date' check box to have task automatically marked after the end date in the To Do List.
b) Type a task description in the 'Description' box.
EXAMPLE: Call Mom.
c) (Optional) Select a project by clicking on the down arrow in the 'Project' box.
NOTE: Select a project only if the task is related to that project.
d) Type the task priority by clicking on the up or down arrow in the 'Priority' box.
e) (Optional) Select the 'Reminder' check box to set the reminder.
f) (Optional) Select the 'Private' check box to make the task private.
4) Select the 'Status' tab.
a) Type the task status and effort information in the 'Status group.
b) Type the Contact, Billing information, mileage and role information in the spaces provided.
5) Click the 'Notes' tab to type a note.
EXAMPLE: Feed the cat.
6) Click 'OK'.
