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Application: Mail Desktop version

To create a new task, do one of the following:

On the Menu Bar, select Events and Tasks > New Task.

On the Menu Bar, select Events and Tasks > Calendar, in the calendar that opens, select a day, open the context menu and select New Task.

On the Toolbar, click the calendar_menu_btn button. In the menu that appears, select New > Task.

On the Toolbar, clicknew_task_button.

Press Ctrl+D/Cmd+D.

Choose one of the ways to create a task on the event pane.

To create a task based on an event, select an event in the calendar, open the context menu for it, then select Convert To > Event.

To create a task based on a message, select a message from the list, open the context menu, select Convert To > Event.

The task creation dialog pane will appear on the screen.

task_dialog

On the dialog pane, configure the task fields:

Calendar (select from the list of available existing calendars)

Title (required parameter)

Location

Task time reminder settings

The deadline for completing the task

Task status (choose from the suggested options: Needs actions, In Process, Completed, Canceled).

Task recurrence

Task description

Attachments to the task

Reminder and deadline for completing the task

The Reminder field contains the date and time of the event reminder. The Due Date filed contains the date and time when the event occurred. If necessary, you can link the values of these fields so that when the end date of the event changes, the reminder time shifts taking into account the duration of the task.

In order to link these fields, click on the symbol indicating the linking of fields Reminder and Due Date.

task_create_frequency_unlinked

If the link is enabled, when changing the value of one of the fields, the value of the second one will be automatically adjusted.

task_create_frequency_linked

In the Command menu, select Options > Show Timezone. For the Reminder and Due Date fields, the time zone values will be displayed.

task_create_frequency_display_timezone

Click the time zone label. A pop-up menu will appear on the screen containing a list of recently selected time zones. Select More Timezones to choose a different time zone.

task_create_frequency_timezone

Setting the frequency of task repetition

In the Repeat section, select the desired value from the list of the following options:

Does not repeat

Daily

Weekly

Every Weekday

Bi-weekly

Monthly

Yearly

For more detailed settings in the same menu, select Custom. A dialog pane for setting the taks recurrence will be displayed on the screen.

task_frequency_settings

Set the frequency of task execution. Depending on the selected option, an additional settings pane will be displayed.

When you select Repeat Daily, additional control elements appear on the screen allowing you to select the frequency of days (each specified day), or each day of the week.

freq_settings_day

When you select Repeat Weekly, additional control elements appear on the screen allowing you to select the frequency of weeks (each given week), as well as the days of the week on which the event should occur.

freq_settings_week

When you select Repeat Monthly, additional control elements appear on the screen allowing you to select the frequency of months (each specified month), as well as either each specific day of the week or specific days of the month on which the event should occur.

freq_settings_month

When you select Repeat Annually, additional control elements appear on the screen allowing you to select the frequency of years (each given year), as well as either each specific day of the week or specific days of the month on which the event should occur.

freq_settings_year

With any change in the frequency parameters on the Preview pane, the days on which this task will be repeated will be highlighted.

Setting up task privacy

To configure the privacy of the task, do one of the following:

On the Menu Bar, select Options > Privacy.

Click event_security_btn.

In the list that appears, select the type of privacy based on the following options:

Public Event

Show Time and Date Only

Private Event

Add an attachment to a task

If the company uses Mailion mail server, adding attachments to a task is not available.

It is possible to add attachments to the task. Types of attachments:

File

Link to a web page

To attach a file to a task, click event_attachment_btnon the task editing pane. In the system dialog that opens, select the file. After selecting the file, it will be displayed in the Attachments pane. If necessary, add other files in the same way.

To attach a web page to a task, select one of the following methods:

Select the menu item Options > Attach > Webpage.

in the attachments pane, open the context menu, then select Attach a webpage.

In the dialog that opens, enter the address of the web page. It will be displayed in the Attachments pane.

event_attachments

By right-clicking on the attachment name, a context menu appears on the screen containing the following elements:

Open: The file will be opened in the corresponding application, the link to the web page will open in the system browser. The same will happen when you double-click the attachment.

Save: A system dialog for saving the attachment to disk will open.

Copy Link Location: The link to the attachment will be copied to the clipboard.

Remove: The attachment will be removed from the task.

Remove All: All attachments will be removed from the task.

Task priority

To set the priority of a task, select the menu item Options > Priority. In the list that opens, select one of the priority options:

Low

Normal

High

Save a task

To save a new task on the task editing pane, select the menu item Task > Save. To save the task and close the dialog, select the menu item Task > Save and Close, or click save_event_btn.

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