To Add a New Task:
1.On the Diary screen or the Deskflow Toolbar, click the Task icon, 
. The Task Editor dialog box appears.
2.Click the Add / Remove Participant(s) icon to add Deskflow Users.
3.Select Deskflow Users required to assist with the Task.
4.Click the Add Link to Contact(s) icon.
5.Select external contacts/people related to the Task.
6.Enter a Subject.
7.Type Details.
8.Select a Start Date and Time.
9.Select an End Date and Time.
10.Set Alarm On.
11.Click Save and Exit.
12.If the Tasks with Outlook feature is enabled in the Deskflow Administrator, then the Deskflow Task will be copied to Outlook Tasks
To Perform an Action on a Task:
1.Right-click the Task
2.Select one of these options:
•Change Start Date
•View Status
•View Details
•View Thread
•Confirm
•Pause
•Start
•Complete for me (if a task is assigned to multiple Users, only complete it for yourself)
•Delete For Me (if a task is assigned to multiple Users, only delete it for yourself)
•Open MCR (Marketing Call Report)
To Complete a Task:
1.From the Diary screen, right click on the Task. A pop-up list appears.
2.From the pop-up list, select Complete for me.
3.Type the details.
4.Click the Create New Activity History check box.
5.Click OK.
6.Enter Activity History notes.
7.Click OK.
NOTE: You can create a follow-up task, appointment, or phone call that will show a thread to this task. The follow-up task will have a line added in the Details of the follow-up task that says, Task as a result of "subject of the completed task". When viewing the thread of the follow-up task, appointment or phone call, the originating task will be listed in the thread.