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A task records holds the information related to a task that need to get done, whether related to a client or not. See also: Task Ribbon
If the task is linked to a client, the client information will be displayed in the upper portion of the task. The lower section holds all the specific information for the task. This task information is contained in three separate tabs - the General tab, the Communication tab, and the Notes tab.
The General tab lists the subject and the description of the task, task assignment information, any dates related to the task, as well as type and status information for the task.
This tab lists any communication records that may be associated with this task.
Keep additional notes about this task on the Notes tab. Press Ctrl+T to enter a time stamp into the notes field.