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Tutorial: Schedule a Task

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Tutorial: Schedule a Task

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Tutorial: Schedule a Task

1.Select the Tasks Tab

2.Press the <Schedule> button.

3.Fill in the appropriate information related to the task. You can select from the same list of Saved Descriptions used when you Log History.

Recurring Tasks

Tip: Recurring Tasks

Although recurring tasks would probably be rare, there are times when they could be useful. Use recurring tasks to remind you to do functions you do regularly.

Example: Manually adding a gift each month that is given by account transfer (from within your organization).

Example: Phone calls or letters you write regularly.

Example: Start working on your regular newsletter.

Example: Writing a personal letter to someone. If you regularly send a personal letter to one or many of your contacts. If you do this, you can select the task to recur X days after you complete the previous task. (The Regenerate new task option will not appear on all task types.)

Example: Recurring prayer request.

To use Recurrence, press the <Edit> button in the Schedule Task box.

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