The Activities tab is where you can view and amend all the tasks or activities that have been planned or carried out for the selected contact, client, supplier or assignment. From here you can click a task in the list to display the details in the Task Details page, from where you can view or amend the information.
Note: all current and outstanding tasks assigned to the logged in employee are also listed in the Tasks window on the home page.
When you are viewing the Activities tab you can filter the list of activities shown using the Show drop-down list and Due Date drop-down list.
In the Show drop-down list you can filter the list of activities based on whether they are 'Not Started', 'Planned', 'In Progress' or 'Complete'. The default setting is 'In Progress'. The items listed are also determined by the selection in the Due Date field. If you only want to view tasks up to a certain date, select that date here.
When the Contact, Client or Assignment page is selected, the Task Bar displays the Schedule a Task menu. Click an option in this menu to create a new task. The types of activities listed in the menu are defined by your system administrator in the Maintenance area. Examples are Appointment, Write Email, Write Letter. Each activity is assigned to a CRM type. There are five of these available in the system. The icon next to the menu option tells you which CRM type the activity belongs to. The CRM types and the identifying icons next to a menu item are:
When you click an item in the Activity Tasks menu the Task Details page opens ready for you to define the details of the task.
Note: you can also access the activity tasks from the Find page when searching for a contact, client, supplier or assignment. Click a record in the Find page then right–click to access the menu. You can then select the New Task option and the task to create for the selected record. The Task Details window will open for you to enter the details.
The Task Details page
When you create a new task you need to enter the details in the Task Details page. From here you can:
- select the Employee to assign the task to. Click in the field to access the Find window.
- select the relevant contact, client, supplier or assignment. The record selected in the page where you accessed the Task Details page from is selected by default. Click the field to access the Find window.
- the Due and Actual start and end dates
- the current Status of the task
- the Task Duration
- any notes can be entered in the Notes field at the bottom of the page.
When you OK a new task, the details will be displayed in the relevant Activities tab and employee's Task window on their home page.