Task Editor

Contents

Get VueMinder

Free Download Buy Now

How to get here...

Overview

The Task Editor window enables new tasks to be defined or existing tasks modified. When you create a new task, the following window will be displayed. The initial/default values will be different, based on your options, the Task Calendar Properties, and the active task calendar name. This window will also be displayed when opening an existing task, enabling you to view or modify any of the task's parameters. Tabs are displayed enabing modification to the task reminder, details, file attachments, and links to other items. If any data or settings have been entered on a tab, the tab's name will be bold to indicate data is present. Tasks are displayed in the Task List and Desktop Calendar. They can also be displayed in the Calendar View when the View menu option to show tasks is enabled.
The task editor window.

Toolbar Commands

A toolbar appears at the top of the Task Editor, providing a number of commands.

From left, to right, the commands are defined below:

Task Defaults

The "Task Defaults" button enables the currently specified reminder settings, as well as the details and other basic information, to be saved as the default for any new task that are created belonging to the same calendar. This is equivalent to modifying the task defaults in the Task Calendar Properties, but is a convenient shortcut. You can also load the default settings and assign them to the current task.

The current action settings can be saved as defaults, or reset to previously specified defaults.

Task Information

Task Title

Calendar

Category

One or more categories can be optionally assigned to an event.

Priority

A priority can be assigned.

Status

Start/Due

The "Start/Due" tab has allows entry of when a task should start and when it should be due.

Start

A task can have no specified start date, a date only, or a date and time. Tasks can also start when a subtask is completed or when another task is completed.

Due

A tsk can be due on a date, at a date and time, or when its last subtask is due. Tasks can also be defined without a due date.

A due date can be optionally specified for a task.

Repeating Tasks

You can specify a repeat pattern for the task. When the task is completed, a new task will be automatically created for the next due date.

Calculate Next Date Using

Reminder

A list of available actions is shown on the Reminder tab of the Task Editor window. Actions can be enable or disabled using the associated checkbox. Actions that have already been performed will be indicated with gray checkmarks.

The list of available task reminders.

When a reminder is enabled, additional options will be displayed to enable the reminder's settings to be viewed or modified. A task can have one or more of the following reminder types:

Description

The task description/details can be entered on the Description tab using a full-featured WYSIWYG editor.

Task details can be entered using a full-featured text editor.

The Related Tasks tab enables a parent task to be specified for the currently edited task. New or existing tasks can also be defined as subtasks.

Parent Tasks

To select a parent task, click the "Parent Task" text field. A browser window will appear enabling selection of the desired parent task. The list of tasks in the browser can be searched, sorted, and filtered, much like the Task List in the main window.

After a parent task has been selected, its title will appear in the Parent Task field. Clicking the parent task field will enable a different parent task to be selected, the current parent task to be opened, or the parent task association to be removed.

Subtasks

New or existing tasks can also be defined as subtasks. To add an existing task, click the "Add Existing" button. A browser window will appear, similar to the browser shown when picking a parent task. Click the "Add New" button to create a new task and assign it as a subtask.

Below is an example of a task that has both parent and subtask relationships. When a subtask is clicked in the list, its details are shown to the right. Subtasks can be marked completed in the Related Tasks tab by checking their boxes. Subtask due dates and titles can also be modified.

Custom Data (Ultimate Version Only)

VueMinder Ultimate provides the ability to define custom data fields for events via the Custom tab of the Event Editor. Custom data can also be imported or exported, and will sync over a local network when using VueMinder Server. See the Custom Data documenation for more information.

Files

Any number of file can be attached to the task (as links), using the Files tab. If a popup reminder is configured to show the task details, linked filenames will appear in the reminder window. The files will also appear in the Details Pane when the task is selected. Files can be opened from the Files tab by double-clicking or using the Open command on the toolbar and right-click context menu. More information can be found here.

Tasks can be linked with other tasks, events, notes, or contacts by using the Links tab. When a link is created, it becomes 2-directional, meaning a backlink to the task will be automatically added to the linked item. Linked item details will be shown on the Links tab. For example, when a task is linked to a contact, the Links tab will show the associated contact's email address and phone number. More information can be found here.

Contact Us

If you have questions that aren't answered here, you can reach our support team at support@vueminder.com. If you're using VueMinder Ultimate you'll have our top priority. Otherwise, we'll reply as soon as all VueMinder Ultimate requests have been completed (and always within 1 business day).

Comments

comments powered by Disqus