Calendar/ Tasks -> Tasks
Click on the “New” button on the right side of your screen after which the following window appears.
Along with your name, the option “placed by” is added by default. Also the field “task for” has been filled in. If you wish to assign the task to another person you can erase the entered field and enter a colleague’s name. The task, due dates and reminders will now be generated for your colleague and appear among his/ her tasks.
In addition to calendar events and Emails, it is also possible to link a contact or project. The advantage of doing this is that you can always go back to the contact or project when searching for a particular task and thus a history is built for reference.
By using a ready date and due date, you can set when a particular task has to be completed. In the case of a callback request which has passed its ready date after four hours and which has passed its due date after eight hours, the task appears in green and subsequently turns orange. At this point, it is still possible to finalise the task. After eight hours, the task will turn red, meaning that the task has not been completed in time.
[Tip] Tip
