The Activity Management features that are provided in the Salesforce platform can be utilised throughout Atamis to schedule Tasks and Events on various Atamis records.
- Events have a start and finish time, e.g. a meeting
- Tasks only have a target completion date
Adding a Task or Event
To create a Task or Event, from the record click New Task or New Event in the Activities section on the record's detail page.
A new window will popup that you can enter the information related to the task or event.
In the Activity Section, all activities will appear in a list sorted by upcoming activities and past activities. You can use the filter icon on this list to view only a subset of activities based on the filters selected.
Task Status Indicator
Your system may or may not have a R-A-G field configured on activities called Status (Graphic). If this is in use in your system, the default logic for the flag is as follows
- Blank Field - The task date is > 30 days away and the task is still open
- The task Date is <= 30 days away and task is still open
- The task Date is in the past and the task is still open
- The task has been closed (completed)
Updated