Commercial Project Management>File>Tasks or Tasks button on toolbar 
The Task Name is required.
Next enter the details.
Click to choose a Task type. Task type is optional, but using it allows sorting by task type on the browse screen and group like tasks together.
Assigned to: will default to the current user, but tasks can be assigned to other users.
The assigned to status will be completed automatically by the system depending on the user response.
Start date and due date can also be entered. If no due date is entered, then the due date will be set to the start date. If a due date exists and the start date changes, then the due date will be adjusted accordingly. Pressing F8 next to the date field allows choosing this date from a calendar.
Check next to completed to mark the task as done. A task’s status can only be completed or not completed.
Reminder: check this box to enter a reminder that will display automatically reminders & requests box until the task is marked completed or the reminder box is unchecked.
For a series of tasks that are usually done together, create templates for this series and then just edit the specific details.
A follow-up task can be created while editing a task.
An appointment can be scheduled from the update task screen, by clicking the Appointment button.
Tasks may be globally added for multiple records.
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