Diary, Create a New Task or Message

To create a new task, memo or message…

• Click the “Starburst” or “New” button on the Diary toolbar
• Choose “Add a memo…”
• Click the “OK” button

• Either…
• Click a “To (user)” box, and thereby tick the user or users to receive the message
• Or…
• Click “Apply to all” if the message is a broadcast to all of the users

· Or…

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

• Use the “Priority” drop-down to adjust the priority of the memo, from 1 to 9, with 1 as “top priority”
• Type your memo or task where prompted “Memo or message”
• Click the “Save” button to save the new memo

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.