Field Name
(* = Required)
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Description
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Activity
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The appropriate activity type for the task.
Note: Typically, this field is used as a subcategory for the fee.
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*Assignee
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The user assigned to the task. If you are creating a task, this field displays your name. For an explanation of how to assign a task, see Assigning or Reassigning Tasks to Users.
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Category
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A project category for the task, such as follow up, review file, or status report. If the current task has no project (global task), use the system category Task.
Inactive categories, if any, are displayed but cannot be selected.
The category that you select may allow custom fields to appear on the General page. Complete these fields based on your company policies.
Important: Each task may have only one category.
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Completed Date
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The date when the task is completed. Select it by clicking the Calendar icon next to the field.
If you enter the current date as the Completed Date then save, the Status changes to Completed and the Percentage Completed to 100.
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Contact
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Search for and select the appropriate contact.
You may use this field, for example, to let the task track the time spent working on assignments by a specific contact.
Note: This field serves as a vendor posting criterion, if you decide to post the task. For more information, see Posting Tasks.
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Due Date
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The date when the task is due. Select it by clicking the Calendar icon next to the field.
Note: Certain tasks may have no specific due date. These tasks are known as floating tasks.
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Estimated Hours
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The approximate number of hours needed to complete the task.
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Hours
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The number of hours required to complete the task, such as number of hours or number of items. This applies to billable hours only.
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Percentage Completed
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The approximate percentage of the task already completed.
When you enter 100 then save, the Completed Date field automatically displays the current date and the Status field changes to Completed.
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Priority
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One of the following priority levels for the task: Highest, High, Normal, Low, Lowest. The default is Normal.
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Project or
Project name
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Displays one of the following types of information:
•If you are working within a project, this field is read-only and displays the name of that project, for example, Claim or Program. •If you access the current task using Calendar > Tasks, an optional field Project allows you to choose a project to associate with the task. Select a project for the task if there is no current project.
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Start Date
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The date when the assignee is supposed to start working on the task. Select it by clicking the Calendar icon next to the field.
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Status
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One of the following descriptions to indicate the status of the task: Started, Not Started, Completed.
Note: When you choose Completed then save, the Percentage Completed field automatically changes to 100, and the Completed Date displays the current date.
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*Subject
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A brief description of the task.
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to the left of a task name.
