Adding Tasks

Adding a Task to a Single Reference

  1. In the Reference Editor, find the reference you want to add a task to.
  2. Switch to the Tasks & Locations tab.
  3. Click Task.
  4. Click the Task drop-down list and choose the type of task to schedule.
  5. Complete the remaining fields if necessary.
  6. Click OK.

Hint:

If you do not want to enter details about a task, use the Routine tasks menu on the Tasks & locations tab. Click Routine tasks, then click the task type to add it.

Adding a Task to Multiple References

  1. Switch to the Reference Editor.
  2. On the toolbar, click Table.
  3. Press and hold the Ctrl key and click references to select them.
  4. On the References menu, click Batch modify > Add task.
  5. Click the Task drop-down list and choose the type of task to schedule.
  6. Click OK.