Tasks
Tasks help you keep track of what needs to be done, and by when. The To-Do List collects your tasks and every mail you have flagged for follow-up, so nothing gets lost.
The To-Do List
Section titled “The To-Do List”The folder pane shows two lists:
- To-Do List: your tasks and the mails and contacts you flagged, in one list.
- Tasks: only your tasks.
Each task shows a checkbox, the subject, the due date, its categories and a flag. Overdue tasks are shown in red, completed tasks are crossed out.
Filtering
Section titled “Filtering”Use the buttons above the list to show only some of your tasks:
| Filter | Shows |
|---|---|
| Active | tasks that are not completed |
| Upcoming | tasks that are due in the next days |
| Complete | completed tasks |
| Overdue | tasks whose due date has passed |
Click the active filter again to show all tasks.
Quick actions
Section titled “Quick actions”- Tick the checkbox in front of a task to mark it as complete, untick it to reopen it.
- Hover over a task for Mark Complete and Delete.
- Right-click a task for all actions:
Creating a task
Section titled “Creating a task”- Click New in the toolbar, or choose New › Task from any view.
- Enter a Subject and, if you like, a start and due date.
- Click Save & Close.
You can also turn a mail into a task: right-click the mail and choose Create task. The text of the mail is copied into the task.
The Task tab
Section titled “The Task tab”| Field | Purpose |
|---|---|
| Subject | What needs to be done. |
| Start date / Due date | When work starts and when it must be finished. |
| Status | Not Started, In Progress, Complete, Wait for other person or Deferred. |
| Priority | Low, Normal or High. |
| % Complete | How far the work has progressed. 100 % marks the task as completed. |
| Reminder | Date and time at which grommunio Web reminds you. |
| Notes | A description, checklist or anything else. |
| Attachments | Files belonging to the task. |
The toolbar offers Save & Close, Delete, Add attachment, Mark Complete, Print, Assign Task, Recurrence, Categories, Private and Follow up.
The Details tab
Section titled “The Details tab”
The Details tab records the effort: Date completed, Total work and Actual work (in hours, days or weeks), Mileage, Billing information and Companies. These fields are optional.
Recurring tasks
Section titled “Recurring tasks”Click Recurrence to repeat a task, for example every month on the 1st. When you complete one occurrence, the next one is created automatically.
Assigning a task to someone else
Section titled “Assigning a task to someone else”You can ask a colleague to take over a task. This is called a task request.
- Choose New › Task request, or open a task and click Assign Task.
- Enter the colleague in To.
- Fill in the task as usual. Leave Track progress ticked to keep an updated copy of the task and to receive status reports automatically.
- Click Send.
Your colleague receives the request in their Inbox and can Accept or Decline it:
Once accepted, the task belongs to your colleague. You keep a copy in your list that is updated whenever they change the status or the percentage complete:
