Viewing Tasks

Use the Task Planner to get a better idea of important or pressing tasks. Click Quick select to see common task selections and to separate out the tasks that are most important or the most current. Additionally, you can set your own individual criteria to view only certain tasks in the list.

Creating Your Own Selection

  1. In the Task Planner, click Advanced selection in the left-hand column.
  2. Select the options you want: for example, "copy" tasks with a high priority.


You can save your selection by clicking Save selection . Choose a name that reflects the selected tasks (e.g. order books soon!). The selection will now appear in the Quick select menu. To delete a saved selection that you have created, select the saved selection. Then on the Edit menu, click Delete saved selection.

Working with Columns

You can change how columns are displayed in the Task Planner: