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.
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 choosing a Fixed date, click the calendar icon to open the date and time pickers.
The task is now visible on the Calendar:
A view of the Task Details: