Task Manager

The Task Manager is in the Workspace pane that is normally attached to the left side of the FCA™ or PBM™ program window and contains the tasks which have been defined for the selected client.

Use the Task Manager to create client-specific processing checklists. Click to check the boxes, indicating completed tasks. Closing a period will clear all check marks.

Access the Task Manager by selecting View>Task Manager, or by clicking on the Task tab next to the Companies tab at the bottom or left side of the Workspace.

A Task, Text item, Separator, or URL may be inserted into the Task Manager.

• New Task—Select the desired Task from the Add New Task window. Rename the task to something meaningful. Double-click on a Task to open the selected Menu Item.
• Add Text—Enter desired text in the Add Text dialog box.
• Add Separator—Insert a line to create sections.
• Add URL—Copy a URL from a browser and paste in the URL field. Enter a meaningful Nickname. Double-click on the URL in the Task Manager to open a browser window to the desired page.

Right-click anywhere in the Task Area to Print, add a New Task, or Uncheck All items. Click on any item to select it, and right-click any item to Rename, Delete, Move Row Up or Move Row Down.