Entourage: TASKS

D

Doug

My last address book (Act!) had a simple scheduling system:

Calls, Meetings & To dos.

If you needed to schedule any of these all you had to do is go to the
contact name, select CALL, input "date" and "regarding" and you just
scheduled a call to a contact.

Then when you look at a certain date you could easily see how many
calls, meetings and todos you had for that date.

In Entourage there are EVENTS and TASKS.

My question is:

How do I schedule calls, meetings & to dos and
A: be able to distinguish them,
B: relate them to a contact.

I have looked everywhere for the answer to this question and have had
no luck. I hope someone can point the way. Thank you.
 
D

Dave Cortright

My last address book (Act!) had a simple scheduling system:

Calls, Meetings & To dos.

If you needed to schedule any of these all you had to do is go to the
contact name, select CALL, input "date" and "regarding" and you just
scheduled a call to a contact.

Then when you look at a certain date you could easily see how many
calls, meetings and todos you had for that date.

In Entourage there are EVENTS and TASKS.

My question is:

How do I schedule calls, meetings & to dos and
A: be able to distinguish them,
B: relate them to a contact.

I have looked everywhere for the answer to this question and have had
no luck. I hope someone can point the way. Thank you.
Click to expand...

In Entourage, an event is an item that takes place at a certain time. Once
that time slot is past, the event is over. A task, while it can have a due
date, is not over until you check it complete. It doesn't have any
particular time slot associated with it.

It sounds like both a call and a meeting would be events in Entourage. You
can distinguish Calls by setting up a "Call" category. To associate a
particular event with a contact you can link them. Easiest way to do this is
to select the contact in the address book, then click Tools:Link to
New:Calendar Event. Unfortunately links aren't very easy to use. To see them
for a particular event, you'll need to open the event in it's own window and
then use the Link toolbar button, or select the event an click Tools:Open
Links.
 
M

Michael Mahoney

Make them a category and when you create a new task assign it one or the
other categories. You can then decide weather to add the link to the contact
if need be.
 
Top