R-Desktop : Adding and Maintaining Client Information (CIF) : Setting Up Tasks : Client Tasks
Client Tasks
To set up an client task 
1. Follow the procedure Searching for a Client.
2. Select Tasks from the More... drop-down list. The Task Summary dialog appears.
3. To add a new client task, click Add. The Task Details dialog appears.
4. Enter a Due Date for the task, or click button to open the date calendar where you can select the due date.
5. Enter a description, or title, for the task.
6. Enter the Details of the task.
7. Click Save to save the task and close the dialog. Your new task appears in the Task Summary dialog.
8. If you want to edit the task, click the Description link in the Task Summary dialog.