White Paper

Organizing Tasks with Personal Folders in Sage 100

Published on

March 29, 2016

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by

Steve Benway, eLynx Technologies

For some new users, the Sage 100 ERP (MAS90/200) menu can seem a little daunting – so many modules, so many possible tasks:However, most users don’t realize that they can create their own individualized “My Tasks” menu. The process is simple and very quick:

Tasks Dialog box in Sage 100


However, most users don’t realize that they can create their own individualized “My Tasks” menu. The process is simple and very quick:

  1. Click on “My Tasks” in the Sage 100 Tasks window.
My Tasks panel in Sage 100


  1. Right click anywhere in the white space and select New > Public (or Private) Folder:
Creating a folder in Sage 100 My Tasks Panel


  1. Right-click on the New Folder and select rename:
Naming a Folder in Sage 100 My Tasks Panel


  1. Right click on the renamed folder and select New > Task (or Program). You can then add a link to  any Sage 100 task,  or to any program that resides that your computer has access to:
Creating a new task in Sage 100


Browsing task types in Sage 100

Or

Choosing a file type in sage 100 my tasks panel



Custom tasks in my tasks panel

  1. One quick tip – once the task is added to the My Tasks menu folder, you can right-click on the task and rename it to something else, which comes in handy particularly in the case of adding Invoice Data Entry, as that is the name of the task in both AR and AP:
Assigning accounts receivable or payable in Sage 100 tasks


My Tasks folder hierarchy in sage 100


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