For more information, see the article Create a simple report. In the Navigation Pane, under Reports, double-click the report you want to display. The Tasks Database includes several reports, including Active Tasks, Task Details, Contact Address Book, and more. On the Contact Details form, if you have entered a street address for the contact, you can display a map of that location: In the Select Names to Add dialog box, select the names that you want to add to the database. On the Contact List form, click Add From Outlook. If you use Microsoft Outlook, you can add contacts or tasks owners from that program without having to re-type the information. Note: You can attach multiple files for each item, including different file types such as documents or spreadsheets. Select the file you want to add, and then click Open. In the Choose File dialog box, browse to the folder that contains the file. In the Attachments dialog box, click Add. Under the picture frame on the Contact Details form, click Edit Picture. Under the picture frame on the Task Details form, click Add or Remove Attachments. On the Task Details form and the Contact Details form, you can add pictures and other attachments. On the Task Details form or the Contact Details form, click Open next to the item that you want to see. To display the Task Details form or the Contact Details form: The Task Details form and the Contact Details form let you view and enter more information about an item. In the Unhide Columns dialog box, select theĬheck box beside each column that you want to show. On the Task List form and the Contact List form, some fields (columns) are hidden by default. Use the Filter Favorites box to apply a saved filter, or click (Clear Filter) to remove the filter. On the Filter Details form, enter a filter name and description, and then click Close. On the Task List form, you can filter the list of tasks, and save your favorite filters for future use.Īpply filters by right-clicking the form and selecting the filters you want. To return to the full list, click Clear the current search. Type the text you want to search for in the Quick Search box, and then press ENTER.Īccess filters the list to show only those records that contain the text you searched for. The Quick Search box lets you quickly find a task on the Task List form, or a contact on the Contact List form. To make sure all the database content is enabled, in the Message Bar, click Enable this content.įor more information about enabling database content, see the article Decide whether to trust a database. To prevent this form from displaying the next time you open the database, clear the Show Welcome when this database is opened check box.Ĭlose the Welcome form to begin using the database. When you first open the database, Access displays the Welcome form. In this article, we cover the basic steps of using the Task Management Database template. If the steps below don't match what you're seeing, you're probably using an older version of the template. These instructions refer to the latest version of the template available for download. Note: The Task Management database template has been updated over the last few years.
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