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Tasks are a great way to stay organized with all the miscellaneous things you do everyday to keep your studio running at peak condition. Not only can you view a list of what you need to do today, you can look back at the history of your tasks and recall events and other things that should have been done. For example, did I do this step for that session last time?
To manually create a new task, click File
> New > Task (or Ctrl+D)
from any hub, or click the Task
icon 
in the New
group on the ribbon. This opens a new task. Tasks may be assigned
to a department and/or user, linked
to a client, session, invoice, or email, and marked
as private or urgent. For a complete description, see the "Features
of the Task Record" topic.
New Task
There are several ways you can use Spectra to automatically create tasks. Tasks can be generated with any type of trigger you create, as well as automatically during your InSpiredByYou sync process. For more information about generating tasks with triggers, see the "Triggers" topic. For information about InSpiredByYou auto tasks, see the "Tasks Tab" section in the "Setting up InSpiredByYou" topic.
Go to the Tasks hub by using the hub menu (or click Go > Tasks or press F11).
Tasks Hub
By default, the Search By field is set to "Assigned to User" and the current logged-in user is selected. You can also choose to search by the following: assigned to department, task type, task status, task number, task due date, or filter. Depending on what you choose to search by, you will either get one or more drop-down lists to specify the search criteria or just a space to type in. Choose or type in your criteria and then press Enter. All tasks matching your request will be shown. To see your entire task list again, clear out the criteria space and press Enter again.
You can use any combination of the Assigned By Me, Pending, and Unlinked options to narrow your search.
Click on one of the column headers to sort the list in ascending order. Click again to sort in the opposite order. You can also click and drag the column headers to change the order in which the columns are displayed.
To find a list of tasks related to a specific client, open the client record and click the Tasks tab. All completed and non-completed tasks related to this client will be shown. Double-click on a line to view the task.
To find a list of tasks related to a specific session, open the session record and click the Tasks tab. All completed and non-completed tasks related to this session will be shown. Double-click on a line to view the task.
To delete a task simply select the task you want to delete in the task hub and click Delete in the File group of the ribbon. Another way to delete a task is to open the task and click Delete Task on the ribbon.
After a new task is created for you by another user a message will appear in the lower right portion of your screen. This is a reminder and an alert to the new task that was created for you. To close the message simply click the x in the upper right of the message.
Double-click a task to open it.
See "The Tasks Hub" section of the "Spectra Hubs" chapter for more information.
