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Diary, Create a New Task or Message

To create a new task, memo or message…

  • Or…
  • o Use the “…” button next to the “To user” box to select users by distribution group, as shown below (see “Set-up, Users”)

    Editing Memos or Tasks

    To view or edit any memo or task, simply double-click it in the Daily, Weekly or List view, then adjust it similarly to entering a new record, as described above.