Telin

Task and Notes tool setup is the area where the buttons for these features are created. You can get to Task and Notes tool setup under Other

When you first hit the Task and Notes tool setup it will bring you to a screen that shows you your existing buttons. To view them you hit show all then hit tasks and it will show all your task buttons. To see all your notes tool buttons hit the show all button then Notes Tool.

Task button setup

1. To add task buttons hit Add new
2. TASK Acroynm(Button Name): There is a drop down box to select previously created buttons and a spot to add new ones.
3. **SUB_LIST:(Fly out for above) This is where you can add sub heading to go with the buttons.
4. There are 1- 32 buttons that are available on the task creator.(They go left to right and top to bottom. The buttons will automatically increment to the next one.)
5. Priority You can assign a priority to each button.(Tasks are mostly 2)
6. Header The header is not used in the task creator it is used to identify each button.(when you are looking at the screen when you first hit Task and Notes tool setup)
7. Task OrdersThis is where you can add the text to go with each button and/or sub heading.(If you want the text to go right with the button then do not add in a sub heading.)
8. Buttons are made per user. If one user would like to have the same buttons as another when they are logged in as themselves they go to Task and Notes tool setup then hit show all , tasks highlight the ones that are wanted (hold down CTRL and click on the them (highlights multiple ones at a time) then hit duplicate.

Notes Tool Setup

1. This is set up the same way as tasks Add new
2. In this screen you need to check off the Notes Tool at the top of the page.
3. Notes Template (group buttons to a template) is the first thing you will see at the top of the page, this allows you to create different button templates. (If you do not want to use this feature it can be just skipped)
4. TASK Acroynm(Button Name): There is a drop down box to select previously created buttons and a spot to add new ones.
5. **SUB_LIST:(Fly out for above) This is where you can had sub heading to go with the buttons.
6. There are 1-64 buttons on the Notes tool they also go left to right, top to bottom. (in the notes tool you view the first 32 buttons, and there is a button that says 33-64. That allows you to view those buttons.)
7. Header The header is used to identify each button.(when you are looking at the screen when you first hit Task and Notes tool setup)
8. Notes Tool TextThis is where you can add the text to go with each button and/or sub heading.(If you want the text to go right with the button then dont add in a sub heading.)