1. Click ‘Tasks’ from the Menu.
2. Click Add New.
3. Fill the details of the Task.
4. You can also set ‘Task Alert’. Set the ‘Alert me’ button to Yes and enter how many days prior you want this task reminder in ‘Alert me before’.
*What’s new: 5. If the task is to be completed by a third party Vendor, You can enter the ‘Vendor name’ with Task details also.
6. If this task is a type of Transaction too then by checking the ‘Add as Transaction’ button, you’ll be able to add the transaction details from the same Task window.