How to add a task in VTiger?


1. We click on "Calendar" in the menu bar.

Evento_1

 

 

2. We put the cursor on «Add», a drop-down menu will appear and we click on «Add Task».

Tarea_2

 

3. A form will appear:

 

Tarea_3

 

Here's how to fill in each field:

  • Task: we write the name of the task.
  • Description: we write what the task is about.
  • Status: we select the status of the task, which can be: not started, in progress, completed, pending data, delayed or planned.
  • Priority: we select the priority of the task, which can be: high, medium or low.
  • Assigned A: we select the person or group that will be in charge of carrying out the task.
  • Date and Time: we select the date and time at which the task should be performed.
  • Due Date: we select the date and time in which the task should be completed.

Here's what the tabs at the bottom of the form do:

  • Notification: we select if we want VTiger to send a notification of the task.
  • Related to: we select the categories and / or contacts that are related to the task.

4. When we have finished we click on the "Save" button.

Tarea_4

 

TUTORIAL

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