How to Schedule Tasks

1. To Schedule a task, hover over ‘Tasks’ in the Navigation Bar, and then select ‘Tasks’. Click ‘Add Task’, OR simply click on the green index finger icon to bring up a new task.

2. Complete all required task fields and then click on ‘Recurring Options’. NOTE: Do NOT fill out a date and time on this screen when scheduling recurring tasks.

3. Choose the frequency of the task (daily, weekly, or monthly – options will change based on the selection that you make). Be sure to choose an end date, otherwise it will only schedule one task for the current date. Then, choose whether it is an All Day Event, or not (by choosing the start and end times), and press ‘Continue’.

4. You will then have an opportunity to view the list of scheduled tasks, and if necessary, view and edit individual tasks. If needed, you can delete some, or all of the tasks, too.