Create Calendar Tasks

Access the Calendar page by selecting Calendar from the left side navigation menu.  Single right click any date on the calendar to Create New Task:

Complete the task form that opens with the task name, description, assigned to, due date and optional settings. 

Assigned to options include 1. Person – Self, 2. Person – Other, 3. Role.  Search for the contact’s name or add a new contact to ShortTrack if assigning to Person – Other as shown: 

Your contacts will be shown as you type a name.

Select a name.  (A Task may only be assigned to one contact.)

 

 

 

 

 

 

Here is an alternate view of assigning your task to a Role.  Type any part of a transaction address in the field to select a transaction.  Then continue with assignment by selecting the transaction Side: Buy/Sell/Title and Role.

add new task if selected

Choose your due date next.  Select a Relative Due Date or Fixed Date.  If choosing a Relative date, please link the task to a transaction first.  

if selected relative date task2

If choosing a Fixed date, click the calendar icon to open the date and time pickers.

Tasks - fixed date -click options

 

 After you receive confirmation the task was successfully created, you may view the details or create another task. 

The task is now visible on the Calendar:   

click calendar entry to view task

A view of the Task Details:

Calendar task details view

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