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. Set the due date and importance if desired.
6. If you are working in a team, you can assign a task to another team member. Click Assigned to/on. Select the person from the list.
7. Instead of or in addition to using a due date, you can also set the task's importance.
8. Click OK.

Hint

If you do not want to enter details about a task, click Routine tasks.

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.