PracticeMaster Q&A: Adding Columns to the Task List

January 2020    Tags:

I sometimes have a lot of incomplete tasks in my Task List. I want to be able to sort them, but the field I want to sort by isn’t shown. How can I add another column to the Task List?

Like other files, Column Layouts can be added or edited for the Task List to help make record sorting easier.

To add a column to the Task List

  1. From the Calendar menu, select Task List.
  2. Right-click in the Task List and select Manage Column Layouts.
  3. In the Manage Quick Clicks window:
    1. Click the  (Edit) button.
    2. In the Available Fields column, select the field on which you want to sort, and then click the Add button.
    3. Click Save, and then close the Manage Quick Clicks window.

The new column will now be shown in the Task List and can be used to sort records.

Note: Changes made to the column layout will also be present in the Task List shown at the bottom of the Daily, Weekly, and Monthly Calendar.

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