Tasks

Entering tasks can be done by double-clicking outside any displayed tasks, by clicking the right mouse outside any tasks or selecting 'Tasks | New task...' from the menu. Depending on whether you are in the Todo list, the task entry dialog will look different; 'Todo' entries have a simpler dialog.

Todo entries

In the simpler Todo entry dialog you can specify What to do, what priority the task has (higher priority tasks will be displayed in front of lower priority ones) and whether this is a Private or Business task. If you check the Private box, the task will automatically go into the Todo/Private list, otherwise it ends up in Todo/Business.

You can also check/uncheck the Done box to indicate whether a task is completed or not.

Task entries

Task entries have more fields than Todo entries. Important to note is that clients, projects and milestones are maintained implicitly. This means that the moment you enter for example a new client name (not used up to that point), it will appear the next time you enter a task in the drop-down list.

Client; the client's name.
Project; the project name.
Milestone; this can be seen as a 'category' for the task. Milestones are normally goals to achieve for a certain projects. Examples are 'graphics', 'editorial', 'closure'. In the task view, tasks are grouped by client, project and milestone.
Task note; the task to perform.
Hours; the estimated number of hours this task will take.
Who; the resource assigned to this task. Selecting '?' here means no one in particular is assigned; a sign that somebody should be assigned later (although if you use Planner for just 1 person you may leave it at '?'). Note that filtering tasks by resource will still always display tasks which have '?' as their assigned resource.
Priority; tasks are sorted by priority. High priority tasks are also displayed in red.
Start/enddate; the period of time for this task. If you select 'Filter | Report tasks with planning only' from the menu, the task will not be displayed if the task's period does not overlap with the currently displayed dates. That way you can quickly see what tasks are relevant in the displayed time range. Uncheck 'Reports tasks with planning only' to see all tasks again, regardsless of their dates.
Done; indicates whether the task has been completed.

Editing tasks

You can edit an existing task by double-clicking on it, or pressing ENTER after selecting the task to edit. The dialog as shown above will pop up and allow you to change the task's properties.

Removing tasks

Select the task to delete; then either press the DEL key or right-click on the task and select 'Delete...' from the context menu that pops up.

Continue to 'Reports'...