Once tasks have been enabled, the task list will open automatically on Paradigm startup. If the task list has been closed, open it by going to Menu > System > “Paradigm 10”.
Any uncompleted tasks for the current paradigm user will show in this list by default.
Note: Red in the date and time field means that a task is overdue. Yellow means that the task is due in the next hour, otherwise the fields will appear white.

A user can also choose to see the tasks that they have created for another user by selecting “Created By Me” from the “Filter:” drop-down.

Tasks can also be filtered by date or a user can click Done or Total to see lists of completed or all tasks (see below).

Creating a task
To create a task, click on “Add new task.”

By default, the assigned user on the new task will be the current user that is signed into Paradigm.
To create the task for another user, select a different user from the drop-down.

If the task will involve a customer or vendor in some way, they can be selected from the contact drop-down so that information about them can be shown on the task. Next, select the date and time for the task and a task type. Task types can be defined in Paradigm by going to Menu > System > Schedule Activity then clicking on the pencil icon beside the Activity drop-down. Finally, give the task a subject and leave any necessary notes for it. Click create task to add it to the list.

Editing a task
To edit a task, double click on it and click the edit icon in the top left of the task window.

Note: The right side of the task window above, shows contact information and contact methods for the customer or vendor who is selected as the contact for the task.
Note: If a task is created for a transaction in Paradigm, the transaction ID will show in the form above and in the task list. Clicking on the ID will open the transaction in Paradigm if Paradigm is open.

Completing a task
To complete a task, click on the check mark beside the task or click “Complete” in the task form seen above.