JAVLN Officetech User Guide: Add Task Function

Add Task

The Add Task feature will open the Create New Task window so that a new Task can be created for the Client you are currently viewing.

To create a new Task via the File View Functions menu:

1. Click theicon in your File View which will open the File View Function Menu
2. Select the Add Task icon
3. Complete the Task parameters and notes as required
4. Click Save or Save & Close

When creating a new Task via the File View Functions menu, JAVLN Officetecg will input the current Client Folder name or Cabinet into the Client field automatically.