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Clearing or Exporting Tasks

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Syndication

How you manage your tasks is up to you. For example:

If you have several Thank You notes to write, you could just check them off the task list as you write them.

If you have several phone calls on your task list, you may want to lookup the contacts, then go to the Task tab and manage from there.

If you want to print your task list to take with you, export some or all of your tasks to Excel and print them from there. Do what works best for you.

The buttons at the top will change depending on how many tasks you have selected. To lookup just one contact, use the menu.

Menu Path: Lookup | Lookup selected contacts

None, one or all contacts

More than one but less than all

Clearing Tasks

Completing a task works the same whether you are checking the box on the Task view or on the individual contact’s task tab. As soon as you check the box, TntMPD will automatically bring up the <Clear Task> box.

If you select "Attempted" on the drop-down box that says "Done", the task will still be removed from your task list even though it is not "Done". To log an attempt without clearing the task, right-click on the task and select "Log Attempt":

If you actually want to delete the task (and not complete it), then uncheck the Log History box. Otherwise, log the attempt as either Attempted, Done, or Received. You can change the default on the "Edit the logged history item after you click OK" on the Options.

Read More > Setting TntMPD Options

Deleting Tasks

Sometimes you want to delete one, many, or all of your tasks. You can select any task and press the Delete key, or right-click and select Delete.

You can select many tasks by using your <Ctrl> key when clicking.

Or you can select a block of tasks by selecting the first task, then hitting Shift when clicking the last task. This will select all tasks in between. Again, press the Delete key, or right-click and select Delete.




Comments on this Help Topic

Tom Mabie wrote re: Clearing or Exporting Tasks
on 8 Dec 2008 9:52 PM

I'm not sure I understand this statement  "To log an attempt without clearing the task, right-click on the task and select "Log

Attempt"  I know I do have a mac with Parallels and windows to run TNT, but usually in order to perform a right click you can use control click.  However, I'm not exactly sure where I am to be right clicking  or if control click doesn't work in the case.

Troy Wolbrink wrote re: Clearing or Exporting Tasks
on 23 Dec 2008 3:01 AM

Check out Russ's explanation of how to propertly "right-click" in Parallels here:

www.tntware.com/.../4748.aspx

--Troy

Charlie wrote re: Clearing or Exporting Tasks
on 6 Mar 2013 8:24 PM

I want to export the tasks for a group I have looked up.  I know how to export tasks for all contacts.  Is there a way to export tasks for a group?  

Troy Wolbrink wrote re: Clearing or Exporting Tasks
on 23 Mar 2013 2:06 PM

Hi Charlie,  Unfortunately TntMPD doesn't really offer this as an option.  --Troy

Doug Cady wrote re: Clearing or Exporting Tasks
on 3 Oct 2013 8:52 PM

Can you add the "Next Task" field to the options under Choose fields to Export?

Troy Wolbrink wrote re: Clearing or Exporting Tasks
on 7 Oct 2013 8:36 PM

Hi Doug,  Thanks for that suggestion.  I'll certainly consider adding it in a future version of TntMPD.

steve.pogue wrote re: Clearing or Exporting Tasks
on 2 Dec 2013 10:17 PM

I haven't been able to "delete all tasks"   or  deleted more than one task at a time despite repeated tries.

(Mac w. 10.8.5).  

Is there a way to simply "turn off"  the Task feature? While I use TNT a lot, I never use this feature.  Thanks.

Bob Mac Leod wrote re: Clearing or Exporting Tasks
on 2 Dec 2013 10:56 PM

Steve,

Yes, you can turn it off in the Tools | Options | Automatic Actions tab.

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