enhances the way you work with Outlook
tasks in a similar way to appointments
and email as described above. Your
tasks have extra dimensions through
their association with Files, and
when they are completed you can do
a Time Entry for them automatically
or with a single click.
adds two new columns to the various
Outlook task lists. One column displays
the File that the task has been associated
with, and the other indicates whether
or not a Time Entry has been recorded
for that particular task.
can see at a glance what File any
given task is on, and whether or not
a Time Entry has been done. The Credenza
toolbar at the top helps you take
action on a selected task directly
from the list. Or you can right-click
or open the task to work with its
Opening the tasks tab in a File will
display all of the tasks relating
to that File. This provides a very
useful cross-section of your tasks
for each separate File, and helps
you organize yourself by project.
View a list of completed and outstanding
tasks even if no start or due date
has yet been recorded. You can do
anything with tasks on Files that
you could in the main Outlook lists.
Credenza can automatically do a Time
Entry for you each time you complete
a task on a billable file. Or if you
prefer, you can have it remind you
to do a Time Entry whenever you finish
a task. Or of course you can turn
off this feature altogether if you
donít generally want to do Time Entries
for your tasks.
it does a Time Eentry for a task,
Credenza will automatically fill in
all the pertinent information for
you, which you can then accept or
edit as you like.
When using Credenza in a Team you
can view the shared task lists of
other users. For instance your assistant
could view all of your tasks that
have been associated with a File.
Even if you are out of the office
your assistant can create a task for
you. Youíll see that it on your list
when you get back to the office. Tasks
can be moved from one personís list
to another simply by dragging and
dropping. You can take advantage of
these shared task lists with or without
course, you can still use task requests
between members of your Team, but
with the shared task list you have
a better idea of when another person
may have some more time, or when they
look like they already have enough
on their plate.
Credenza also makes it easy to associate
tasks created on your smartphone with
the appropriate File. Simply type
the name of the File into the notes
field of the task on your phone. When
the task goes into Outlook it will
be added to that File. Of course if
you donít want to type the information
in on the mobile device, you can always
make the association with just a click
when you next run Outlook. Credenza
has you covered whether you are in
the office or on the road.
people use the Outlook task list to
keep track of everything that needs
to be done. By allowing you to record
your tasks with the appropriate client
Files, youíll be even more organized.
Add to that the fact that you can
quickly create Time Entries for each
of your tasks, and the benefits of
Credenza really start to add up.