This document discusses how to create and manage task lists, including describing task lists, creating them in the Manage Documents window, adding items to lists, organizing items using folders and nesting, adding related content and links, and managing lists by reordering items and setting them to display on user login.

1. 16Creating and Managing Task Lists

2. Objectives
After completing this lesson, you should be able to:
• Describe task lists
• Create task lists
• Add items to task lists
• Organize and manage task lists

3. Task Lists Overview
Monthly Close
Enter Journals
Review
Consolidate
Report
Task List

4. Creating Task Lists
You can create task lists on the Tasklists tab of the Manage
Documents window.

5. Adding Items to Task Lists
Add item to a task list.

6. Organizing Task List Items
Folder.
Journals task list is nested
inside the Closing task list.

7. Adding Related Content

8. Adding Links
Test the link.

9. Managing Task Lists
Add item to
tasklist.
Displays the task list
each time a basic
user logs on.
Reorder the
tasklist items.

10. Summary
In this lesson, you should have learned to:
• Describe task lists
• Create task lists
• Add items to task lists
• Organize and manage task lists