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Setting Up a Task Icon
 

1. Click the Add button.
2. Type in a name for the new Task Icon. Choose a name that describes the task(s) you will be performing (like Print/Call List, etc). Click OK.





3. Now you will get a dialog like the one above. Click OK.
4. Click the Modify Task button.
   
   
   
5. Now click the ADD a command to script... button. A pop-up menu will appear, allowing you to choose from the available options (shown above). By doing this, you are actually creating a mini-script that will run every time you click the icon for this Task on the Task Desktop. When you choose a command, you will get a confirmation dialog. Click OK. Keep adding commands until you are finished setting up the desired operations. Use the arrow buttons to the right of the scripts to move their order of execution up or down as necessary.
   
6. Use the four drop-down menus (File to Open, View, Report Template, Translator and Chain To) to further customize the task operation(s):
   • File to Open allows you to tell this Task to open any List file currently in the folder for this PhoneTree® (available files will appear in the drop-down box).
   • View allows you to tell this Task to use any View that you have set up for PhoneTree®. The Views that you have set up are available in this drop-down menu.
   • Report Template: Choose from one of these pre-set templates if you tell this Task to print a report (None, Standard Report, Call Status Summary, Translated Phones, Full Report [Landscape], Landscape Report, or Groups Report).
   • Translator: The same custom Translators that appear in the Import menu under Custom will appear here. Use this if this task includes importing a file from another application.
   • Chain To: You can use this to execute another Task that you've set up after the actions for this Task have been performed.
   
   
   
   Click the OK button when you have finished adding commands.
7. Click the Change Icon button to choose an icon from the list of available icon images. When you have found one you like, click the OK button. The icon will appear in the Desktop preview area of the screen.
8. When you are finished with your script and all the settings, click the OK button. Your Task is not set up until you click this button! Click the Exit button on the Tool Bar to return to the Desktop.

Your new Task Icon should now appear on the Task Desktop. Click it any time you wish to perform the actions that you configured for this Task.