View source for ProDon:Task and History Management - Customer Relationship Management (CRM)

{{Header_TOC}}<br> 

== Introduction<br>  ==

Task and history management is a tool that is integrated to '''''ProDon''''', which allows you to manage all communications and follow-ups with the clients of the database and to keep a history.<br> 

With this tool, it is possible to activate the [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Reminder.22_Tab|reminder option]] on precise date and time in order to receive a [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Reminder_Window|notification]] at the desired time for prompt follow-ups. 

Moreover, it is also possible to [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Documents.22_Tab|insert documents]] ('''''Word''''', PDF, emails, etc.) directly in a task folder to classify any information specifically related to a follow-up. 

Also, if the "Network module" (multi-user) is active, it is possible to manage the [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Accessibility.22_Tab|accessibility]] to share information or to assign a task to another team member. 

== Task Summary when Opening '''''ProDon'''''<br>  ==

To login to '''''ProDon''''', if the "Network" (multi-user) module is not active, the user name and the password are always the same. If the "Network" (multi-user) module is not active, each user enters his or her own user name and password. <br> 

<br> 

{| width="545" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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When opening '''''ProDon''''', this window opens. It contains the task summary "[[Image:Red square.png]] Late", "[[Image:Yellow diamond button.png]] On time" and "[[Image:Green circle button.png]] To do later" for the current user. 

|-
| [[Image:Task and History Management 001.png]]<br>
|}

<br> 

== Reminder Window<br>  ==

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This window opens when one or more reminders have been activated in a task. For more details concerning the activation of a reminder, see [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Reminder.22_Tab|this section]]. 

|-
| colspan="2" | [[Image:Task and History Management 002.png]]<br>
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''It is the list of tasks for which reminders have been activated. 

'''NOTE: '''All reminders are always displayed in one window, If this window is open and that there is a new reminder, a line will be added to this list. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''It is the subject of the task selected at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The "[[Image:Button tasks and history.png]] Open the task" button allows you to open the task selected at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

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'''<span style="color: rgb(255, 0, 0);">D: </span>'''The "[[Image:Client button (colour).png]] Open reference" button allows you to open the file of the client for whom the task selected at <span style="color: rgb(255, 0, 0);">'''A'''</span> has been created. 

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'''<span style="color: rgb(255, 0, 0);">E: </span>'''The "[[Image:Bouton annuler.png]] Clear all reminders" button allows you to close the reminder window and to erase all the reminders at<span style="color: rgb(255, 0, 0);">''' A'''</span>. 

'''NOTE: '''This function is not recommended, it is preferable to erase the reminders one by one using the button at <span style="color: rgb(255, 0, 0);">'''F'''</span>. 

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'''<span style="color: rgb(255, 0, 0);">F: </span>'''The "[[Image:Bouton annuler.png]] Clear reminder" button allows you to erase the reminder window for the task selected at <span style="color: rgb(255, 0, 0);">'''A'''</span>. If there is only one reminder at <span style="color: rgb(255, 0, 0);">'''A'''</span>, the reminder window will close after clicking on this button. 

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'''<span style="color: rgb(255, 0, 0);">G:&nbsp;</span>'''The "[[Image:Repeat button.png]] Repeat the reminder" button allows you to erase the reminder selected at <span style="color: rgb(255, 0, 0);">'''A'''</span> in order for a notification to appear again later. If there is only one reminder at <span style="color: rgb(255, 0, 0);">'''A'''</span>,&nbsp; the reminder window will close after clicking on this button. 

'''NOTE: '''Specify, using the drop-down list, in how much time the reminder must be repeated. 

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'''<span style="color: rgb(255, 0, 0);">H: </span>'''This button allows you to minimize the reminder window in order to keep the reminders in the window. This way, it is possible to view the reminders at the desired time, instead of repeating the reminders when the time at <span style="color: rgb(255, 0, 0);">'''G'''</span> is up. 

'''NOTE: '''When a new reminder appears in the window and that the window is minimized, it will blink in orange in the '''''Windows''''' menu bar. 

|}

<br> 

== View/Add/Edit a Task for a Client<br>  ==

It is possible to view, modify or create new tasks for a client from many places in '''''ProDon''''': 

*[[ProDon:Task and History Management - Customer Relationship Management (CRM)#From_the_Home_Page|From the home page]] 
*[[ProDon:Task and History Management - Customer Relationship Management (CRM)#From_the_Shortcut_Bar|From the shortcut bar]] 
*[[ProDon:Task and History Management - Customer Relationship Management (CRM)#From_the_Client_Management|From the "Client Management"]] 
*[[ProDon:Task and History Management - Customer Relationship Management (CRM)#From_a_Client_File|From a client file]]

<br> 

To add a new task that is identical for many clients at the same time, see [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Adding_an_Identical_Task_for_Many_Clients_at_the_Same_Time|this section]]. 

<br> 

=== From the Home Page <br>  ===

It is possible to access the "Task and History Management" from '''''ProDon''''''s home page. In this management, it is possible to: 

*View the list of all the existing tasks in '''''ProDon'''''; 
*View and modify an existing task; 
*Add a new task with no reference to a client, for instance, for a follow-up task concerning an internal activity.

<br> 

To add a new task that is identical for many clients at the same time, see [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Adding_an_Identical_Task_for_Many_Clients_at_the_Same_Time|this section]]. 

<br> 

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To access the "Task and History Management", from the home page, click on the "Analysis" menu, then select "[[Image:Task and History button (colour).png]] Tasks and history". 

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| [[Image:Task and History Management 003.png]]<br>
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After clicking on "[[Image:Task and History button (colour).png]] Tasks and History", see [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Task_and_History_Management|this section]]. 

|}

<br> 

=== From the Shortcut Bar<br>  ===

It is possible to access the "Task and History Management" from the home page shortcut bar. In this management, it is possible to:<br> 

*View the list of all the existing tasks in '''''ProDon'''''; 
*View and modify an existing task; 
*Add a new task with no reference to a client, for instance, for a follow-up task concerning an internal activity.

<br> 

To add a new task that is identical for many clients at the same time, see [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Adding_an_Identical_Task_for_Many_Clients_at_the_Same_Time|this section]]. 

<br> 

{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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| colspan="2" | [[Image:Task and History Management 004.png]]<br>
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''To access the "Task and History Management", from the home page shortcut bar, click on the [[Image:Task button.png]] button. After clicking on the [[Image:Task button.png]] button, see [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Task_and_History_Management|this section]]. 

| 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''It is the summary of the tasks for the current user. 

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| colspan="2" | 
'''NOTE: '''If the [[Image:Task button.png]] button is not visible in the shortcut bar, see the points <span style="color: rgb(255, 0, 0);">'''C'''</span> and'''<span style="color: rgb(255, 0, 0);"> D</span>''' of the [[ProDon:Preferences#Shortcut_Bar|"Shortcut bar"]] section of the [[ProDon:Preferences|"Preferences"]] document. 

|}

<br> 

=== From the Client Management<br>  ===

From the "Client Management", it is possible to:<br> 

*View the tasks of a particular client; 
*Add, modify, complete or delete tasks for a client.

'''NOTE: '''To learn how to view the list of all the existing tasks in '''''ProDon''''', see sections [[ProDon:Task and History Management - Customer Relationship Management (CRM)#From_the_Home_Page|"From the Home Page"]] or [[ProDon:Task and History Management - Customer Relationship Management (CRM)#From_the_Shortcut_Bar|"From the Shortcut Bar"]]. To add a new task that is identical for many clients at the same time, see [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Adding_an_Identical_Task_for_Many_Clients_at_the_Same_Time|this section]]. 

<br> 

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To access the "Client Management", first click on the home page "Clients" menu, then select "[[Image:Client button (colour).png]] Clients". 

|-
| [[Image:Task and History Management 005.png]]<br>
|}

<br> 

{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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After clicking on "[[Image:Client button (colour).png]] Clients", this window opens. 

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| colspan="2" | [[Image:Task and History Management 006.png]]<br>
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| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''It is the list of clients of the database. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B:&nbsp;</span>'''It is the [[Common functions:Search Bar|search bar]], which allows you to search for a client on the list at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Button tasks and history.png]] button allows you to access the tasks of the client selected at <span style="color: rgb(255, 0, 0);">'''A'''</span>. To view a client's tasks in particular, first search for him or her using the [[Common functions:Search Bar|search bar]] at<span style="color: rgb(255, 0, 0);">''' B'''</span>, then select the client at '''<span style="color: rgb(255, 0, 0);">A</span>''', and click on the [[Image:Button tasks and history.png]] button. After clicking on the [[Image:Button tasks and history.png]] button, [[#cmanagement3|this window]] opens. 

'''NOTE: '''When the button is orange, this means that there is one or more current tasks for the client selected at <span style="color: rgb(255, 0, 0);">'''A'''</span>. If it is blue, this means that there is no current task for the client selected at <span style="color: rgb(255, 0, 0);">'''A'''</span>, however, there possibly are "Completed" tasks that remain in this client's history. 

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'''<span style="color: rgb(255, 0, 0);">D: </span>'''The&nbsp;[[Image:Task + button.png]] button allows you to add a new task for all the clients on the list at <span style="color: rgb(255, 0, 0);">'''A'''</span>. To learn about the procedure, see [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Adding_an_Identical_Task_for_Many_Clients_at_the_Same_Time|this section]]. 

|}

<br> 

{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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| colspan="2" | 
{{Anchor||cmanagement3}}After clicking on the [[Image:Button tasks and history.png]] button from the [[ProDon:Task and History Management - Customer Relationship Management (CRM)#From_the_Client_Management|"Client Management"]] or from a [[ProDon:Task and History Management - Customer Relationship Management (CRM)#From_a_Client_File|client file]], this window opens. 

|-
| colspan="2" | [[Image:Task and History Management 007.png]]<br>
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Indicates the name of the client for whom the tasks at <span style="color: rgb(255, 0, 0);">'''E'''</span> are planned. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The "Tasks not completed" tab allows you to see the list of all the current tasks that have been created for the client specified at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The "Completed tasks" tab allows you to see the list of all the completed tasks that have been created for the client specified at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The "All tasks" tab allows you to see the list of all the completed and not completed tasks that have been created for the client specified at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">E: </span>'''It is the list of tasks (not completed, completed or all tasks - depending on the selected tab) for the client specified at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">F: </span>'''The [[Image:Button add plus.png]] button allows you to add a new task to the list at <span style="color: rgb(255, 0, 0);">'''E'''</span>. After clicking on the [[Image:Button add plus.png]] button, [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Configuring_.2F_Editing_a_Task|this window]] opens. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">G: </span>'''The [[Image:Button Edit.png]] button allows you to modify a task from the list at <span style="color: rgb(255, 0, 0);">'''E'''</span>. To do so, select the task to be modified, then click on the [[Image:Button Edit.png]] button. After clicking on the [[Image:Button Edit.png]] button, [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Configuring_.2F_Editing_a_Task|this window]] opens. 

'''NOTE: '''It is also possible to double-click on the selected line to open the task. 

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'''<span style="color: rgb(255, 0, 0);">H: </span>'''The [[Image:Button Minus remove delete.png]] button allows you to delete a task from the list at <span style="color: rgb(255, 0, 0);">'''E'''</span>. To do so, select the task to be deleted, then click on the [[Image:Button Minus remove delete.png]] button. 

|}

<br> 

=== From a Client File  ===

From a client file, it is possible to: 

*View the tasks of a client in particular; 
*Add, modify, complete or delete tasks for a client.

<br> 

'''NOTE: '''To learn how to view the list of all the existing tasks in the database, see sections [[ProDon:Task and History Management - Customer Relationship Management (CRM)#From_the_Home_Page|"From the Home Page"]] or [[ProDon:Task and History Management - Customer Relationship Management (CRM)#From_the_Shortcut_Bar|"From the Shortcut Bar"]]. To add a new task that is identical for many clients at the same time, see [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Adding_an_Identical_Task_for_Many_Clients_at_the_Same_Time|this section]]. 

<br> 

{| width="454" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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To access the client file, first go to the "Client Management". To do so, from the home page, click on the "Clients" menu, then select "[[Image:Client button (colour).png]] Clients". 

|-
| [[Image:Task and History Management 005.png]]<br>
|}

<br> 

{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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| colspan="2" | 
After clicking on "[[Image:Client button (colour).png]] Clients", this window opens. 

|-
| colspan="2" | [[Image:Task and History Management 009.png]]<br>
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''It is the list of clients of the database, double-click on the line of the client for whom a task must be added, viewed, modified or completed. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B:&nbsp;</span>'''It is the [[Common functions:Search Bar|search bar]], which allows to search a client in the database at<span style="color: rgb(255, 0, 0);">''' A'''</span>. 

|}

<br> 

{| width="556" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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After double-clicking on the client for whom a task must be added, viewed or modified, this window opens. 

|-
| [[Image:Task and History Management 010.png]]
|-
| 
'''<span style="color: rgb(255, 0, 0);">A:&nbsp;</span>'''The [[Image:Button tasks and history.png]] button allows you to access the client's tasks onscreen. After clicking on the [[Image:Button tasks and history.png]] button, [[#cfile4|this window]] opens. 

'''NOTE: '''When the button is orange, this means that there is one or more current tasks for the client onscreen. If it is blue, this means that there is no current task for this client, however, there possibly are "Completed" tasks that remain in the client's history. 

|}

<br> 

{| width="552" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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| colspan="2" | 
{{Anchor||cfile4}}After clicking on the [[Image:Button tasks and history.png]] button of the "Client Management" or of a client file, this window opens. 

|-
| colspan="2" | [[Image:Task and History Management 007.png]]<br>
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Indicates the name of the client for whom the tasks at <span style="color: rgb(255, 0, 0);">'''E'''</span> are planned. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The "Tasks not completed" tab allows you to see the list of all the current tasks that have been created for the client specified at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The "Completed tasks" tab allows you to see the list of all the completed tasks that have been created for the client specified at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">D:&nbsp;</span>'''The "All tasks" tab allows you to see the list of all the completed and not completed tasks that have been created for the client specified at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">E: </span>'''These are the tasks that are not completed for the client specified at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">F: </span>'''The [[Image:Button add plus.png]] button allows you to add a new task to the list at <span style="color: rgb(255, 0, 0);">'''E'''</span>. After clicking on the [[Image:Button add plus.png]] button, [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Configuring_.2F_Editing_a_Task|this window]] opens. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">G: </span>'''The [[Image:Button Edit.png]] button allows you to modify a task in the list at <span style="color: rgb(255, 0, 0);">'''E'''</span>. To do so, select the task to be modified, then click on the [[Image:Button Edit.png]] button. After clicking on the [[Image:Button Edit.png]] button, [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Configuring_.2F_Editing_a_Task|this window]] opens. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">H: </span>'''The [[Image:Button Minus remove delete.png]] button allows you to delete a task in the list at <span style="color: rgb(255, 0, 0);">'''E'''</span>. To do so, select the task to be deleted, then click on the [[Image:Button Minus remove delete.png]] button. 

|}

<br> 

== Task and History Management  ==

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| colspan="2" | 
After clicking on "[[Image:Task and History button (colour).png]] Tasks and history" from the "Analysis" menu of the [[ProDon:Task and History Management - Customer Relationship Management (CRM)#From_the_Home_Page|home page]] or on the [[Image:Task button.png]] button of the [[ProDon:Task and History Management - Customer Relationship Management (CRM)#From_the_Shortcut_Bar|shortcut bar]], this window opens. 

|-
| colspan="2" | [[Image:Task and History Management 012.png]]
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| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''The "Tasks not completed" tab allows you to see the list of all the current tasks. 

'''NOTE: '''If either a [[Common functions:View Management|current view]] or a [[Common functions:Filter Data (Queries)|filter]] is applied, only the tasks meeting the criteria are visible. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The "Completed tasks" tab allows you to see the list of all the completed tasks. 

'''NOTE: '''If either a [[Common functions:View Management|current view]] or a [[Common functions:Filter Data (Queries)|filter]] is applied, only the tasks meeting the criteria are visible. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The "All tasks" tab allows you to see the list of all the completed and not completed tasks. 

'''NOTE: '''If either a [[Common functions:View Management|current view]] or a [[Common functions:Filter Data (Queries)|filter]] is applied, only the tasks meeting the criteria are visible. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">D: </span>'''It is the list of tasks for the selected tab. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">E: </span>'''It is the [[Common functions:Search Bar|search bar]], which allows to search on fields/columns of the list at <span style="color: rgb(255, 0, 0);">'''D'''</span>. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">F: </span>'''Allows you to produce reports. 

'''NOTE:''' Two integrated reports are available; the "Summary list of tasks" and the "Task details". Furthermore, it is possible to create [[ProDon:Custom Reports|custom reports]]. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">G: </span>'''Allows you to filter the tasks of the list at <span style="color: rgb(255, 0, 0);">'''D'''</span>. For more information concerning the filters, see the [[Common functions:Filter Data (Queries)|"Filter Data (Queries)"]] document. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">H:&nbsp;</span>'''The [[Image:Button add plus.png]] button allows you to add a new task to the list at <span style="color: rgb(255, 0, 0);">'''D'''</span>. 

'''NOTE: '''By adding a task from the "Task and History Management", the task will not be linked to a client. It is therefore possible to create the task for internal follow-up. However, when the [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Configuring_.2F_Editing_a_Task|addition window]] opens, it is possible to click on the [[Image:Button Selection 3 dots.png]] button to add a client as a reference. 

After clicking on the [[Image:Button add plus.png]] button, [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Configuring_.2F_Editing_a_Task|this window]] opens. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">I: </span>'''The [[Image:Button Edit.png]] button allows you to modify a task in the list at <span style="color: rgb(255, 0, 0);">'''D'''</span>. To do so, select the task to be modified, then click on the [[Image:Button Edit.png]] button, After clicking on the [[Image:Button Edit.png]] button, [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Configuring_.2F_Editing_a_Task|this window]] opens. 

'''NOTE: '''It is also possible to modify a task by double-clicking on it. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">J: </span>'''The [[Image:Button Minus remove delete.png]] button allows you to delete a task in the list at '''<span style="color: rgb(255, 0, 0);">D</span>'''. To do so, select the task to be deleted, then click on the [[Image:Button Minus remove delete.png]] button. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">K:&nbsp;</span>'''Allows you to export to '''''Word''''', '''''Excel''''' or '''''Text file''''', the information at <span style="color: rgb(255, 0, 0);">'''D'''</span>. For more information concerning export, see the [[Common functions:Exporting and Merging Data|"Exporting and Merging Data"]] document. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">L: </span>'''The [[Image:Client button (colour).png]] button allows you to open the file of the client for whom the task selected at <span style="color: rgb(255, 0, 0);">'''D'''</span> has been created. To do so, select the desired task, then click on the [[Image:Client button (colour).png]] button. 

|}

<br> 

<br> 

== Configuring / Editing a Task  ==

{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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| colspan="2" | 
After clicking on the [[Image:Button Edit.png]] button or on the [[Image:Button add plus.png]] button in the [[#cmanagement3|viewing window of the tasks planned for a client]] (accessible via the [[ProDon:Task and History Management - Customer Relationship Management (CRM)#From_the_Client_Management|"Client Management"]] or a [[ProDon:Task and History Management - Customer Relationship Management (CRM)#From_a_Client_File|client file]]) or in the [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Task_and_History_Management|"Task and History Management"]] (accessible via the [[ProDon:Task and History Management - Customer Relationship Management (CRM)#From_the_Home_Page|home page]] or the [[ProDon:Task and History Management - Customer Relationship Management (CRM)#From_the_Shortcut_Bar|shortcut bar]]), this window opens. 

|-
| colspan="2" | [[Image:Task and History Management 013.png]]
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| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Allows you to choose in what time interval the task should be performed. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to specify the start date and time of the task. 

'''NOTE: '''By clicking on the drop-down menu, a calendar appears in order to select the date. It is also possible to enter it manually. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''Depending on the selection made at <span style="color: rgb(255, 0, 0);">'''A'''</span>, this field allows you to specify the deadline date and time. 

'''NOTE: '''By clicking on the drop-down arrow, a calendar appears allowing you to select the date. It is also possible to enter it manually. 

'''CAUTION: '''It might be possible that this field is not modifiable, depending on the choice made at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to indicate an approximate time for the completion of the task. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">E: </span>'''The [[Image:Periodicity.png]] button allows you to activate a periodicity for the task or to create the same task for several dates. After clicking on this button, [[ProDon:Task and History Management - Customer Relationship Management [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Planning_of_a_periodic_task.22_Tab|this window]] opens. 

'''NOTE: '''This button is only visible when adding a new task or when opening a periodic task. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">F: </span>'''Allows you to choose the type of task. It is possible to choose one that has already been created by clicking on the drop-down arrow or to create a new one by clicking on the [[Image:Button add plus.png]] button. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">G: </span>'''Allows you to write the subject of the task. Choose a subject meaningful enough so that the task can easily be found in a subsequent search. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">H: </span>'''The [[Image:Link task button.png]] button allows you to link a task to a main task. If the current task is the main task and that you need to link it to a secondary task, see [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Linked_Tasks.22.C2.A0Tab|this section]]. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">I:&nbsp;</span>'''It is the ID number "Identification number" of the task. 

'''NOTE: '''This number is generated automatically and is not modifiable. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">J:&nbsp;</span>'''Allows you to specify the priority level of the task. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">K:&nbsp;</span>'''The [[Image:Button Selection 3 dots.png]] button allows you to assign the task to a client or to modify the client who already is a reference. After selecting the client, his or her name is entered at <span style="color: rgb(255, 0, 0);">'''M'''</span>. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">L: </span>''' The&nbsp;[[Image:Button eraser.png]] button allows you to erase the client specified at <span style="color: rgb(255, 0, 0);">'''M'''</span>. Therefore, the task will no longer be a reference for any client. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">M:&nbsp;</span>'''It is the name of the client to whom the task is linked. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">N: </span>'''Indicates the task status. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">O: </span>'''The [[Image:Bouton dupliquer.png]] button allows you to duplicate the information of another task. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">P: </span>'''The [[Image:Task to do button.png]] button indicates that the task is to be done. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">Q: </span>'''The&nbsp;[[Image:In production button.png]] button indicates that the task is in progress. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">R:&nbsp;</span>'''The [[Image:Complete task button.png]] button allows you to complete the task. 

'''NOTE: '''When a task is complete, it remains in the client's completed tasks history. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">S: </span>'''The [[Image:Cancel task button.png]] button allows you to cancel the task. 

'''NOTE: '''When a task is cancelled, it remains as history in the completed tasks of the client with the "X" code, stating that the task has been cancelled. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">T: </span>'''The [[Image:Client button (colour).png]] button is visible only when a task is open in the [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Task_and_History_Management|"Task and History Management"]]. It allows you to quickly open the client file in order to have that person's information to be able to contact him or her. 

'''NOTE: '''When you open a task from a client file, you only need to close the window to be back in the file. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">U: </span>'''The [[Image:Bouton document.png]] button allows you to view the folder containing the documents linked to the task. To learn how to add documents to this folder, see the [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Documents.22_Tab|""Documents" Tab"]] section. 

| width="50%" | 
To pursue with the configuration using different tabs of the task window, see the sections [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Reminder.22_Tab|""Reminder" Tab"]], [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Add.2F_Edit.22_Tab|""Add/Edit" Tab"]], [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22In_progress.22_Tab|""In Progress" Tab"]], [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Completed.22_Tab|""Completed" Tab"]], [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Description.22_Tab|""Description" Tab"]], [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Accessibility.22_Tab|""Accessibility" Tab"]], [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Documents.22_Tab|""Documents" Tab"]], [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Characteristics.22_Tab|""Characteristics" Tab"]] and [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Linked_Tasks.22.C2.A0Tab|""Linked Tasks" Tab"]]. 

|}

<br> 

=== "Planning of a periodic task/Generation of a batch of tasks" Window  ===

The following window opens after clicking on the [[Image:Periodicity.png]] button of [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Configuring_.2F_Editing_a_Task|this window]]. 

<br> 

==== "Planning of a periodic task" Tab  ====

This tab allows you to configure a task in a periodic way. 

{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| colspan="2" | [[Image:Task and History Management 014.png]]
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A:&nbsp;</span>'''Allows you to specify the date of the first task. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to specify for which day of the week the task must be created. In this example, the task must be performed on Friday. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to choose the frequency with which the task has to be performed. In this example, the task must be performed every other week. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to choose the number of times the task has to be performed. In this example, the task has to be performed 14 times, so until August 31st. It is also possible to repeat the task indefinitely. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">E: </span>'''It is the detail of the task periodicity. 

| width="50%" | 
|}

<br> 

==== "Generation of a batch of tasks" Tab  ====

This tab allows you to generate a batch of tasks. A batch of tasks is configured in the same way as a periodic task, but may contain exceptions. 

===== "Generation" Tab  =====

{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| colspan="2" | [[Image:Task and History Management 015.png]]
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A:&nbsp;</span>'''Allows you to specify the date of the first task. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B:&nbsp;</span>'''Allows you to specify on which day of the week the task must be created. In this example, the task must be performed on Friday. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to choose the frequency at which the task must be performed. In this example, the task must be performed every other week. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">D:&nbsp;</span>'''Allows you to choose the number of times the task must be performed. In this example, the task will have to be performed 7 times, so until August 31st. It is also possible to repeat the task indefinitely. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">E: </span>'''It is the detail of the task periodicity. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">F:&nbsp;</span>'''The "[[Image:Button Generate transfer.png]] Generate" button displays at <span style="color: rgb(255, 0, 0);">'''G'''</span> the dates meeting criteria <span style="color: rgb(255, 0, 0);">'''A'''</span>, '''<span style="color: rgb(255, 0, 0);">B</span>''', <span style="color: rgb(255, 0, 0);">'''C'''</span> and '''<span style="color: rgb(255, 0, 0);">D</span>'''. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">G: </span>'''These are the dates on which tasks will be created. It is possible to delete dates using the buttons at <span style="color: rgb(255, 0, 0);">'''H'''</span> and <span style="color: rgb(255, 0, 0);">'''I'''</span>, to add dates that meet the periodicity criteria at <span style="color: rgb(255, 0, 0);">'''A'''</span>, '''<span style="color: rgb(255, 0, 0);">B</span>''', <span style="color: rgb(255, 0, 0);">'''C'''</span> and <span style="color: rgb(255, 0, 0);">'''D'''</span> or to add the desired dates from the [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Calendar.22_Tab|"Calendar" tab]]. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">H: </span>'''The [[Image:Button Minus remove delete.png]] button allows you to delete a date of the list at <span style="color: rgb(255, 0, 0);">'''G'''</span>. To do so, select the date to be deleted at'''<span style="color: rgb(255, 0, 0);"> G</span>''', then click on the [[Image:Button Minus remove delete.png]] button. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">I: </span>'''The [[Image:Button eraser.png]] button allows you to delete all the dates of the list at <span style="color: rgb(255, 0, 0);">'''G'''</span>. 

| width="50%" | 
|}

<br> 

===== "Calendar" Tab  =====

{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| colspan="2" | [[Image:Task and History Management 016.png]]
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''It is possible to add a date to the choices of the list at <span style="color: rgb(255, 0, 0);">'''B '''</span>in order to create a task for this date. To do so, select the date in the calendar, then click on the "[[Image:Button add plus.png]] Add". 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''These are the dates for which the tasks will be created. It is possible to delete dates using the buttons at <span style="color: rgb(255, 0, 0);">'''C'''</span> and '''<span style="color: rgb(255, 0, 0);">D</span>''' and/or to add dates that meet the periodicity criteria at <span style="color: rgb(255, 0, 0);">'''A'''</span>, '''<span style="color: rgb(255, 0, 0);">B</span>''', '''<span style="color: rgb(255, 0, 0);">C</span>''' and'''<span style="color: rgb(255, 0, 0);"> D</span>''' of the [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Generation.22_Tab|"Generation" tab]] or to add the desired dates using the calendar at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Button Minus remove delete.png]] button allows you to delete a date of the list at <span style="color: rgb(255, 0, 0);">'''B'''</span>. To do so, select the date to be deleted at <span style="color: rgb(255, 0, 0);">'''B'''</span>, then click on the [[Image:Button Minus remove delete.png]] button. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button eraser.png]] button allows you to delete all the dates of the list at <span style="color: rgb(255, 0, 0);">'''B'''</span>. 

|}

<br> 

==== &nbsp; "Task repeated at intervals" Tab  ====

This tab allows you to repeat a task each time it is completed or cancelled. 

{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| colspan="2" | [[Image:Task and History Management 017.png]]
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Select the number of interval days between the end date of a task and the start date of the other. In this example, when the task is completed or cancelled, a new task will be created, then its start date will be in 7 days. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''It is the detail of the interval for the repetition of the task. 

|}

<br> 

=== "Reminder" Tab  ===

This tab allows you to plan the date and/or time when a notification must appear, in order to do a prompt follow-up. 

{| width="442" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| colspan="2" | [[Image:Task and History Management 018.png]]
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''If this box is checked, a reminder will be activated for this task. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''If this box is checked, it is possible to choose how much time before the beginning of the task the reminder window must appear. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C:&nbsp;</span>'''If this box is checked, it is possible to choose the date and time when the reminder window must appear. 

| width="50%" | 
When a reminder is scheduled, [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Reminder_Window|this window]] opens on the date and time specified at <span style="color: rgb(255, 0, 0);">'''B'''</span> or <span style="color: rgb(255, 0, 0);">'''C'''</span>. 

'''NOTE: '''To receive notifications and to see the reminder window, the software has to be open. It is therefore not necessary to be in '''''ProDon'''''. 

|}

<br> 

=== "Add/ Edit" Tab  ===

{| width="431" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| colspan="2" | [[Image:Task and History Management 019.png]]<br>
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A:&nbsp;</span>'''Indicates which '''''ProDon''''' user created the task, as well as the date and time at which the task was created. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B:&nbsp;</span>'''Indicates which '''''ProDon''''' user last modified the task, as well as the date and time at which the last modification was done. 

|}

<br> 

=== "In progress" Tab  ===

{| width="424" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| [[Image:Task and History Management 020.png]]
|-
| 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Indicates which '''''ProDon''''' user has placed the task in progress, as well as the date and time when it was placed in progress. 

'''NOTE: '''When a task is "In progress", it is because the [[Image:In production button.png]] button of the task is active. For more information, see point <span style="color: rgb(255, 0, 0);">'''Q'''</span> of [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Configuring_.2F_Editing_a_Task|this window]]. 

|}

<br> 

=== "Completed" Tab  ===

{| width="436" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| [[Image:Task and History Management 021.png]]
|-
| 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Indicates which '''''ProDon''''' user has completed the task, as well as the date and time when the task was completed. 

'''NOTE: '''When a task is "Completed", it is because the [[Image:Complete task button.png]] button has been activated. For more information, see point<span style="color: rgb(255, 0, 0);">''' R'''</span> of [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Configuring_.2F_Editing_a_Task|this window]]. 

|}

=== "Description" Tab  ===

This tab allows you to enter all documentation on the follow-ups made in relation to the task. 

{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| colspan="2" | [[Image:Task and History Management 022.png]]
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A:&nbsp;</span>'''The [[Image:Add date and time button.png]] button allows you to add the date, time and name of the '''''ProDon''''' user at <span style="color: rgb(255, 0, 0);">'''C'''</span>. By clicking on this button before entering follow-up notes, it is always possible to know the date, time and the person who performed the follow-up. The [[Image:Add date button.png]] button allows you to add only the date and name of the '''''ProDon''''' user at '''<span style="color: rgb(255, 0, 0);">C</span>'''. 

'''NOTE: '''If the "Network Module" is not active in '''''ProDon''''', the name of the user will not be entered since there can only be one user. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Template button.png]] button allows you to add a text template at <span style="color: rgb(255, 0, 0);">'''C'''</span>. In this example, the text template was added at<span style="color: rgb(255, 0, 0);">''' C'''</span>, at the top and it indicates the steps to follow for a sponsorship follow-up. By clicking on this button, a window opens for you to choose among the list of templates available. 

To create a new text template, see point <span style="color: rgb(255, 0, 0);">'''E'''</span>. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''It is the place where to enter all the follow-up notes. By using the buttons explained at <span style="color: rgb(255, 0, 0);">'''A '''</span>before each follow-up, the date, time and name of the user could be added.<br> 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Email button.png]] button allows you to open the window for sending emails. The task subject is entered automatically in the email subject and the follow-up at <span style="color: rgb(255, 0, 0);">'''C'''</span>, will be entered automatically in the email.<br> 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">E: </span>'''The [[Image:Text template button.png]] button allows you to modify the information entered at <span style="color: rgb(255, 0, 0);">'''C'''</span> and to create a new text template. After clicking on the [[Image:Text template button.png]] button, [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Planning_of_a_periodic_task.22_Tab|this window]] opens. 

'''NOTE: '''It is faster to write it directly at <span style="color: rgb(255, 0, 0);">'''C'''</span>.<br> 

| width="50%" | <br>
|}

<br> 

{| width="539" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| colspan="2" | 
After clicking on the [[Image:Text template button.png]] button, this window opens.<br> 

|-
| colspan="2" | [[Image:Task and History Management 023.png]]
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A:</span>''' It is the follow-up to be performed for this task.<br> 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B:</span>'''<span style="color: rgb(255, 0, 0);"> </span>The " [[Image:Template button.png]] Text template" button allows you to add, at <span style="color: rgb(255, 0, 0);">'''A'''</span>, an existing text template or to create a new text template. After clicking on this button, [[#description3|this window]] opens.<br> 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The "[[Image:Button Print Report.png]] Print" button allows you to print the information at <span style="color: rgb(255, 0, 0);">'''A'''</span>.<br> 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The "[[Image:Bouton annuler.png]] Cancel" button allows you to cancel the modifications that have been made.<br> 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">E: </span>'''After modifying, viewing the information at <span style="color: rgb(255, 0, 0);">'''A'''</span> or adding a text template at <span style="color: rgb(255, 0, 0);">'''C'''</span>, click on the "[[Image:Button Check mark Confirm.png]] Confirm" button to confirm the modifications.<br> 

| width="50%" | <br>
|}

<br> 

{| width="518" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| colspan="2" | 
{{Anchor&amp;amp;#124;&amp;amp;#124;description3}}After clicking on the "[[Image:Template button.png]] Text template", this window opens.<br> 

|-
| colspan="2" | [[Image:Task and History Management 024.png]]<br>
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''These are the existing text templates.<br> 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The "New" button allows you to create a new text template. After clicking on this button, [[#description4|this window]] opens. 

|}

<br> 

{| width="546" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| colspan="2" | 
{{Anchor&amp;amp;#124;&amp;amp;#124;description4}}After clicking on the "New" button, this window opens. 

|-
| colspan="2" | [[Image:Task and History Management 025.png]]
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Allows you to specify the code for the new text template. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to specify a description for the new text template. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to create a new text template. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">D: </span>'''After specifying all the necessary information at <span style="color: rgb(255, 0, 0);">'''A'''</span>, '''<span style="color: rgb(255, 0, 0);">B</span>''' and <span style="color: rgb(255, 0, 0);">'''C'''</span>, click on the "[[Image:Button Check mark Confirm.png]] Confirm" button. 

|}

<br> 

<br> 

=== "Accessibility" Tab  ===

This tab allows you to determine which user(s) can see and modify the task.<br> 

{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| colspan="2" | [[Image:Task and History Management 026.png]]<br>
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Allows you to choose to which '''''ProDon''''' user the task must be assigned. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to specify which '''''ProDon''''' user(s) could view the task. 

'''NOTE: '''When the "Network" (multi-user) module is active, the users can be part of a group of users. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to specify which '''''ProDon''''' user(s) could modify the task. 

'''NOTE: '''When the "Network" (multi-user) is active, the users can be part of a group of users. 

| width="50%" | 
'''NOTE: '''To be able to use this tab, it is necessary that the "Network" (multi-user) module has been activated. 

|}

<br> 

=== "Documents" Tab  ===

{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| colspan="2" | [[Image:Task and History Management 027.png]]
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''It is the list of all the documents attached to the task. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button Search.png]] button displays the [[Common functions:Search Bar|search bar]]. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Tree button.png]] button displays the arborescence of the folder in which the documents at <span style="color: rgb(255, 0, 0);">'''A'''</span> are saved. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button add plus.png]] button allows you to add a document to the list at<span style="color: rgb(255, 0, 0);">''' A'''</span>. After clicking on the [[Image:Button add plus.png]] button, select the document that must be added to the task. After selecting desired document,[[#documents2|this window]] opens. 

'''NOTE: '''It is also possible to select a document and to drag it into the task. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">E: </span>'''The [[Image:Button Edit.png]] button allows you to modify the title of the documents at <span style="color: rgb(255, 0, 0);">'''A'''</span>. To do so, select the document for which the title must be modified at <span style="color: rgb(255, 0, 0);">'''A'''</span>, then click on the [[Image:Button Edit.png]] button. After clicking on this button, [[#documents3|this window]] opens. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">F: </span>'''The [[Image:Button Minus remove delete.png]] button allows you to remove a document from the list at <span style="color: rgb(255, 0, 0);">'''A'''</span>. To do so, select the document to be removed at <span style="color: rgb(255, 0, 0);">'''A'''</span>, then click on the [[Image:Button Minus remove delete.png]] button. After clicking on this button, [[#documents4|this window]] opens. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">G: </span>'''The [[Image:Template button.png]] button allows you to open a document at <span style="color: rgb(255, 0, 0);">'''A'''</span>. To do so, select the document to open, then click on the&nbsp;[[Image:Template button.png]] button. 

'''NOTE: '''It is also possible to double-click on the line of the document to open it. 

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'''<span style="color: rgb(255, 0, 0);">H: </span>'''The [[Image:Repeat button.png]] button allows you to synchronize the documents displayed at '''<span style="color: rgb(255, 0, 0);">A</span>''' with the task folder. For more information concerning the task folder, see point <span style="color: rgb(255, 0, 0);">'''U'''</span> of [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Configuring_.2F_Editing_a_Task|this window]]. For instance, if you remove a document directly from the task folder on your computer, it will not be automatically removed at '''<span style="color: rgb(255, 0, 0);">A</span>'''. After clicking on the [[Image:Repeat button.png]] button, it will disappear from the list at '''<span style="color: rgb(255, 0, 0);">A</span>'''. 

|}

<br> 

{| width="444" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="50%" colspan="2" | {{Anchor&amp;amp;#124;&amp;amp;#124;documents2}}After clicking on the [[Image:Button add plus.png]] button, this window opens.
|-
| width="50%" colspan="2" | [[Image:Task and History Management 028.png]]
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''It is the initial location of the document in the computer. 

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'''<span style="color: rgb(255, 0, 0);">B: </span>'''It is the location toward which the document will be moved or copied. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to copy a document from the location at <span style="color: rgb(255, 0, 0);">'''A'''</span>, to the location at '''<span style="color: rgb(255, 0, 0);">B</span>'''. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to move the document from the location at <span style="color: rgb(255, 0, 0);">'''A'''</span>, to the location at '''<span style="color: rgb(255, 0, 0);">B</span>'''. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">E: </span>'''Allows you to name the document. 

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'''<span style="color: rgb(255, 0, 0);">F: </span>'''After specifying all the information at <span style="color: rgb(255, 0, 0);">'''C'''</span>, '''<span style="color: rgb(255, 0, 0);">D</span>''' and <span style="color: rgb(255, 0, 0);">'''E'''</span>, click on the "[[Image:Button Check mark Confirm.png]] Confirm" button. 

|}

<br> 

{| width="478" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| colspan="2" | 
{{Anchor&amp;amp;#124;&amp;amp;#124;documents3}}After clicking on the [[Image:Button Edit.png]] button, this window opens. 

|-
| colspan="2" | [[Image:Task and History Management 029.png]]
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''It is the current title of the document. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to give the document a new title. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''To confirm the title modification, click on the "[[Image:Button Check mark Confirm.png]] Confirm" button. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">D: </span>'''To cancel the title modification, click on the "[[Image:Bouton annuler.png]] Cancel" button. 

|}

<br> 

<br> 

{| width="479" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| 
{{Anchor&amp;amp;#124;&amp;amp;#124;documents4}}After clicking on the [[Image:Button Minus remove delete.png]] button, this window opens. 

|-
| [[Image:Task and History Management 030.png]]
|-
| 
{{Anchor&amp;amp;#124;&amp;amp;#124;documents5}}By clicking on the "[[Image:Button Check mark Confirm.png]] Yes" button, [[#documents5|this window]] opens and the document is removed from '''''ProDon'''''. By clicking on the "[[Image:Button cancel.png]] No" button, the document remains in '''''ProDon''''''s list of documents. 

|-
| style="text-align: center;" | [[Image:Task and History Management 031.png]]
|-
| 
By clicking on the "[[Image:Button Check mark Confirm.png]] Yes" button, the document will be removed from the list of documents in '''''ProDon''''' and from the task folder on the computer. By clicking on the "[[Image:Button cancel.png]] No" button, the document will be removed from the list of documents in '''''ProDon'''''; but not from the task folder of the computer, 

|}

<br> 

<br> 

=== "Characteristics" Tab  ===

{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| colspan="2" | [[Image:Task and History Management 032.png]]
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''It is the list of characteristics for this task. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button add plus.png]] button allows you to add a characteristic to the list at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

'''NOTE: '''The characteristic must have previously been created in the "Chararteristic Mangement". To learn how to create a characteristic, see the [[ProDon:Characteristic Management|"Characteristic Management"]] document. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Button 2 plus add group.png]] button allows you to add a group of characteristics to the list at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

'''NOTE: '''The group of characteristics must have previously been created in the [[ProDon:Characteristic Management|"Characteristic Management"]]. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">D:&nbsp;</span>'''The [[Image:Button Edit.png]] button allows you to modify the value of the characteristic or of the group of characteristics to which the characteristic is assigned. To do so, select the characteristic to be modified at <span style="color: rgb(255, 0, 0);">'''A'''</span>, then click on the [[Image:Button Edit.png]] button. 

'''NOTE: '''It is also possible to double-click on the line of the characteristic to modify it. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">E: </span>'''The [[Image:Button Minus remove delete.png]] button allows you to delete the characteristic from the list at '''<span style="color: rgb(255, 0, 0);">A</span>'''. To do so, select the characteristic to delete at <span style="color: rgb(255, 0, 0);">'''A'''</span>, then click on the [[Image:Button Minus remove delete.png]] button. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">F: </span>'''The [[Image:Button 2 minus remove group.png]] button allows you to delete a group of characteristics from the list at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

|}

<br> 

=== "Linked Tasks"&nbsp;Tab  ===

{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| colspan="2" | [[Image:Task and History Management 033.png]]
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A: </span>'''It is the list of tasks that are linked to the current task. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''It is the description of the task selected at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Button Search.png]] button displays the [[Common functions:Search Bar|search bar]]. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button add plus.png]] button allows you to add a new task that will be linked to the current task. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">E: </span>'''The [[Image:Linked task button.png]] button allows you to link an existing task in '''''ProDon''''' to the current task. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">F: </span>'''The [[Image:Button Edit.png]] button allows you to open the file of a linked task in order to modify or to view it. To do so, select the task to be modified at <span style="color: rgb(255, 0, 0);">'''A'''</span>, then click on the [[Image:Button Edit.png]] button. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">G: </span>'''The [[Image:Bouton document.png]] button allows you to open the linked task folder. To do so, select the task for which the folder must be viewed at <span style="color: rgb(255, 0, 0);">'''A'''</span>, then click on the [[Image:Bouton document.png]] button. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">H: </span>'''The [[Image:Link to main button.png]] button allows you to link the current task to an existing main task in '''''ProDon'''''. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">I: </span>'''The [[Image:Button Minus remove delete.png]] button allows you to delete the link between both tasks. 

| width="50%" | 
|}

<br> 

<br> 

== Adding an Identical Task for Many Clients at the Same Time  ==

To add a task that is identical for many clients at the same time, you need to go to the "Client Management". 

{| width="453" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| 
To do so, click on the home page "Clients" menu, then select "[[Image:Client button (colour).png]] Clients". 

|-
| [[Image:Task and History Management 005.png]]
|}

<br> 

{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| colspan="2" | 
After clicking on "[[Image:Client button (colour).png]] Clients", this window opens. 

|-
| colspan="2" | [[Image:Task and History Management 035.png]]
|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">A:&nbsp;</span>'''Search, using the [[Common functions:Search Bar|search bar]], all the clients for whom an identical task must be added. 

'''NOTE: '''Clients can also be searched using a [[Common functions:Filter Data (Queries)|filter]] or a [[ProDon:Customized Lists|customized list]]. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''It is the list of clients for whom an identical task will be added. 

|-
| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">C: </span>'''It is the number of clients for whom the task will be added. 

| width="50%" | 
'''<span style="color: rgb(255, 0, 0);">D:&nbsp;</span>'''After searching all the clients for whom an identical task must be created, click on the [[Image:Task clock.png]] button. 

|}

<br> 

{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| 
After clicking on the [[Image:Task clock.png]] button, this window opens. 

|-
| [[Image:Task and History Management 036.png]]
|-
| 
The number of clients for whom the task will be created is entered automatically. 

A task that is created for many clients and a task created for one client can be configured in the same way. To learn how to configure this window, as well as all the tabs, see the [[ProDon:Task and History Management - Customer Relationship Management (CRM)#Configuring_.2F_Editing_a_Task|"Configuring / Editing a Task"]] section. 

|}

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