Editing Tasks

The Tasks tab in the Opportunity Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale. Manager and the Project Involves a group working as a team to complete a long-term project that involves multiple component tasks. manager displays Reference, Status, Priority, and User columns, as well as a Gantt chart calendar. Tasks represent the scheduled plan of actions for the successful completion of an opportunity or project. Edit tasks using the local menu.

Use the following procedure to edit tasks.

1.

In the Opportunity or Project Manager, click the Tasks tab in the lower pane. Right-click and the local menu appears.

2.

To view the Gantt chart for tasks outside the viewing dates, right-click and select Go to Task.

The Gantt chart jumps to the starting date for the selected task.

NOTE: To change the date ranges displayed in the Gantt chart calendar, right-click the chart. Each right-click on the chart takes you up one level, starting at weekly and going on to monthly, yearly, and so on. To go down an increment, left-click for each level.

3.

To mark a task as completed, right-click and select Complete.

The task is marked on the calendar and the Status column is updated to Completed.

4.

To locate a particular task, use the Find option.

○ Right-click and select Find.

○ Type a character string in the Find What box on the Find dialog box.

A character string is any series of alphanumeric characters (including spaces) treated as a group.

5.

To send data in the Task tab to an outside format, right-click and select Output to.

Select from Send data to the printer (as a GoldMine Report), Word, Excel, or the clipboard.

6.

To change the options for a task, right click and select Edit.

At the Task dialog box complete the following fields as needed.

○ Reference. Type or select a predefined reference from the F2 Lookup Special type of browse window that can be customized to contain frequently used or code-specific entries. Security options can control F2 lookups to ensure user input and allow standardization of data. list.

○ Status. Type or select a status level for the task.

○ Start Date. Type or select the beginning date of the task from the F2 graphical calendar.

○ End Date. Type or select the date the task should be completed from the F2 graphical calendar.

○ User. Select the user or user group the task is assigned to in the drop-down list.

○ Priority. Type or select the rank from the F2 Lookup list.

○ Color. In the drop-down list, select the color to displays for the task on the Gantt chart calendar.

○ % Done. Using the up and down arrows, select the percent of the task completed.

○ Notes. Add notes as needed.

○ Completed Task. Select this option if the task is already completed. The Status in the Task tab is updated as (Completed).

7.

To remove the task from the list, right-click and select Delete.

8.

To add a task, right-click and select New.