Add a task

Create a new task by simply typing the task name in your tasks list or you can open the task page and add detailed information about the task, including notes and attachments.  When you open the task page, a Task tab appears in the Application toolbar and the Task form opens in the Content pane. You can have multiple Task tabs open and you can move between the different tabs on the Application toolbar.

Note: You can use Zimbra Assistant to quickly add a task while working within an email message, a meeting within calendar or viewing a contact.  When the task is created, any of the information that was available is added to the Task text area.

To quickly add a task

1. Select the task list from the Overview pane

2. In the Content pane, click on the top line that reads Click here to add a new Task.    

3. A text field displays. Type the name of the task.

4. Press Enter. The task is added to your task list.

Note: If you created a task in the wrong list open the task and select the correct list from the Task Lists drop-down or you can drag and drop the task on the Content pane to the correct list.

To add a task with details

You can use your task lists to create and track the progress of a task. In addition, you can write notes within your task and attach files for easy access from within the task. Having all the relevant information with your task is useful when you share your task list with others.

You can estimate the length of the project by entering the start date and the due date and set the priority. When you start the task you can select the status such as Not Started or In Progress, and select the percentage complete.

1. Select the task list folder from the Overview pane.

2. In the Tasks toolbar, click New.  An untitled task page opens and a Task tab displays in the toolbar.

3. In the Details section,

   • Type the task name in the Subject field. If it is relevant, fill in a location in the Location field.

   • Select the Priority - Normal, Low, or High

   • If you clicked New before you selected the task list you wanted, you can select the correct task list from the Task List drop-down.

4. In the Progress section, select the Start Date, Due Date. If the task has started, you can change  Not Started to an option in the list and update the percentage complete.

5. Set a reminder date and time and if you have configured an email address or SMS alert in your Preferences>Notification page, check the appropriate box, Email or SMS.  If you have not configured a notification, click Configure to go to the Notification Preferences page to set this up.

6. Add any notes in the text field and to add attachments click Add Attachments on the tool bar.

7. Click Save to save the task. The new task is added to the task list.