Assign contact to a task

1.In the listing of the Planning main tab in Ted4 or Fred4 double-click a task (or on the Edit menu, click Edit) to display the editing dialog for the task.

2.Click the Details tab:

3.Do one of the following:

•If the contact is not in the GN4 database, in Contact enter the contact description.

•If the contact is in the GN4 database, on Contacts, click the icon and then select one or more contacts from the list. Note: you can also drag a contact from the Contact navigator on the Planning main tab over task displayed in a task listing, to assign contact to a task.

See also

Edit Task dialog box for the detailed description.

Unassign contact from a Task in Ted or Fred

Do one of the following:

•Click the check-box in the Task listing to select a task, and then click the Edit menu.

•Hover over task line and then click the Edit icon

Click the Details tab and then do one of the following:

•If the contact is not part of the contacts database, in Contact enter the contact description.

•If the contact is in the contacts database, on Contacts, click the icon and then select one or more contacts from the list.

Task Edit dialog box

The Task Edit dialog box in the GN4 browser contains four tabs.

On the General tab, edit calendar, title, description, assignment to an user and due date & time. On the Details tab, edit categories, keywords, descriptive location, geo-location (co-ordinates and map), URL and contact info. On the Notes tab, edit notes. On the Products tab, review, add or remove products (content) to the task.