Tree View and List View

Your desktop is divided into two main areas: the tree view and the list. The tree view shows the folders available, such as Current Tasks, Overdue Bills, etc. The list shows the tasks or bills you have set up, or categories, such as due or overdue bills or tasks, accounts on hold, etc.

When you choose a folder from the tree, the list changes to show only those tasks that match the criteria. For example, if you choose Overdue Tasks from the tree, only those tasks that are overdue are listed.

If you position the mouse in the list view then click the right mouse button a pop-up menu appears. This menu shows different options depending on which option you have chosen from the Tasks stacked toolbar. You can use these menus as shortcuts for working with your tasks, bills, transactions, recurring entries, etc.