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.
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:
A view of the Task Details: