You can set your preferences for the appearance of the Task Manager page as well as the default settings for new tasks.
To change your task settings, do the following:
On the Task Manager page, located under the Home or Client Management tabs, click the Task Settings button from the toolbar above the grid.
In the Default Task Display Settings Area, the Filter drop-down is set to All Tasks by default. There are additional selections of All Tasks, Tasks Assigned to You, Tasks You Created, and Uncompleted Tasks, as well as User Defined Filters that can be selected from the Filter drop-down menu.
The Owner field is pre-populated with the current user's name. To specify a different owner, click the drop-down and select the member of your firm to whom you want to assign the task.
By default, all users are granted access to new tasks. To change this, click the Access List drop-down and un-check the boxes next to the users you wish to exclude.
To associate the task with a client, prospect, account, or security, click the Related to drop-down and check the boxes for all that apply.
Click the Priority drop-down and select Low, Medium, High, or Immediate.
Use the Reminder drop-down to select a default reminder time.
Assign a Category to the task through the drop-down menu. Double-click the category label to edit a category name. Double-click the category label to edit a category name. Note: There are 25 category colors available. You cannot create your own custom color.
Use the Insert Comment drop-down to reposition the Comments field on the task. Select Top or Bottom.
The Start Date/Due Date by default is set to Today. You can change the setting to None through the drop-down menu.
To clear your selections and restore default settings, click Reset.
When you are finished, click OK.
Click Cancel to exit the screen without saving changes.
See Also