In the left navigation pane, click Home. Morningstar Office's home page opens.
In the left-hand column, click Activities. The Activities area opens in a new window. You will be in the Inbox.
In the left hand navigation tree under Current Activities, click Tasks. The Tasks area opens.
Click 
. The New Task dialog opens.
In the Subject line, type the task subject.
If desired, click the magnifying glass icon in the Regarding line to select the client, prospect, or contact to which this task refers.
Click the Due Date calendar icon to select the date by which the task must be done.
Click the Status arrow to select Not started, In progress, Completed, Waiting on someone else, or Deferred,.
Click the Start Date calendar icon to select the date you expect to start the task.
Click the Priority arrow to select Low, Normal, or High.
In the %Complete box, you can keep track of your progress by typing in the percentage of the task that is completed.
To receive a reminder, check the Reminder box and select the date and time you want your reminder to appear.
Type the task details in the white text box.
Click Save, or Save and Close. The task will appear in the Tasks view.