Channel: Computer Learning Zone

Category: Education

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Description: Introducing the Access Task Management Database Template from Access Learning Zone. Download a FREE copy at: 599cd.com/Task This template has all your basic task management features, plus you can organize tasks into hierarchical lists, you can set up recurring tasks, quickly move tasks between lists, assign tasks to customers, and setup unlimited categories including interests, locations, employees tasks are assigned to, or whatever you like. This template is built 100% in Access with no add-ins, DLLs, or 3rd party components to install. Plus, you can download a free version to try to see if it meets your needs. The Task Management Database includes standard fields for any contact manager: date created, description, notes, importance (low, medium, high), and an optional due date. The one feature that lets my task manager stand apart from others is that it has a hierarchical list structure, so you can have lists with sub-lists. This way you can easily separate tasks for any situation. One list for phone calls, sublists to separate work from personal, and more. Add as many sublists as you want. Think of these like files and folders. You can click on the column headers to sort by any field, ascending or descending. You can search based on any keywords found in the description or notes fields. You can filter based on various due dates: past due, up to now, up to end of today, tomorrow, within 7 days, 30 days, all due dates, or no due dates. You can make tasks recurring, so when you mark it completed, it creates a copy of the task at the future interval you specify. This way you have a complete history of all of the past times you completed this task. If you're like me, you spend at least a little time each day going over your list of tasks... And realizing which ones you won’t get to today. I do this a lot. I’ve included buttons that will allow you to quickly run down your task list and move them ahead 1 hour, 3 hours, 1 day, 2 days, 3 days, a week, or a month. This is a procrastinator's dream! LOL. I’ve also included my “world famous” date and time picker popups that are a whole lot more sophisticated than the built in Access date picker. This database was built on my TechHelp Template, so you get a full customer database as well. You can assign customers to tasks, filter based on a specific customer, and bring up a list of just that customer’s tasks. And of course you get all the contact management, order entry, and invoicing stuff from that database as well. You can assign tasks to one or more categories. You can use these for tracking projects, locations, interests, employees assigned to the task or whatever else you want. You can then filter the list based on a specific category. Want to see all of the tasks for your Houston location? Want to see all the tasks for Star Trek fans? The possibilities are endless. Once you mix lists with categories, you really show the true power of this database. Let’s say you’ve got a category set up for each of your product lines, you can say “show me all of the work phone calls I have to make for the XYZ product line by this date.” The possibilities are endless. Download a FREE copy at: 599cd.com/Task