Tasks Administrator Toolbar

The toolbar buttons have the following functions:

- Opens the Add Task window to allow the administrator to add a task. See Add Tasks for more information on adding tasks.

- Opens the task that is currently highlighted in order to allow the administrator to edit this task. See Edit Tasks for more information on editing tasks.

- Prints a report of the tasks currently highlighted within the list. If you wish to print the details of more than one task, you can do this by selecting multiple items within the list. You can do this in the same way as you would highlight items within Windows Explorer®: i.e. use Shift+select to highlight rows of items that are adjacent, and use Ctrl+select to highlight individual items that are not adjacent.

- Shows a preview of the report for the task that is currently highlighted within the list. The report that is displayed will be what is printed if you select the Print option. Once again, you may select multiple tasks to preview using the same process as above.

- Allows you to email the details of the task currently selected within the list to another staff member. A screen will be displayed allowing you to enter an email address, or if you click on the magnifying glass button your address books from Outlook will be made available for you to select an address from. You also have the option to select an address to CC the email to. Once again, you can select multiple tasks to email using the same process as for printing.

- Allows you to delete the tasks currently selected within the list. A message will be displayed to ensure that your selection criterion is correct. Again, you can delete multiple tasks at one time by highlighting more than one task in the list and using the same process as above.

- If there is a client attached to the currently selected task, and if that client is set up for a tax product then this button will be enabled. The icon on the button will change colour depending upon the tax product the client is set up for. You can see which tax product this is by holding your mouse pointer over the button; a tool tip will be displayed showing which tax product this is. You can then open the tax system for that client by clicking this button. Note: for Partnerships that are set up for both Business Tax and Partnership Tax, the Business Tax icon will be available.

- This button will open the help page relevant to the screen that is currently in view.

- Closes the Tasks Administrator Window.