Activities List Page
The Activities List page shows one of the following:
- All activities assigned to you, if you access the list directly from the Calendar pages.
- All activities assigned to you that are linked to a record, if you access the list from the record Detail page.
NOTE: If your company administrator added you to a group, a Group Tasks tab appears on your calendar pages.
From this page, you can create new activities or review multiple activities at a glance. You can edit fields inline on the Activities List page. You can also select an activity to review, update, or delete. For more information on updating records, see Updating Record Details.
If you access the Activities List page from the Calendar pages, you can use the drop-down menu to switch to another activities list. The drop-down list contains both standard lists distributed with the application and custom lists for your company.
The following table describes what you can do from the Activities List page.
NOTE: If you access the Activities List page through a record Detail page, some of these features may not be available.
To do this
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Follow these steps
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Add activities to books or remove activities from books
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On the Activities List title bar, click Menu, and select Batch Assign book. Complete the steps described in Assigning Records to Books.
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Create a new list of activities
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On the Activities List title bar, click Menu, and select Create New List. Complete the steps described in Creating and Refining Lists.
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Create a task
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On the Activities List title bar, click New Task. On the Task Edit page, enter the required information and save the record.
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Create an appointment
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On the Activities List title bar, click New Appointment. On the Appointment Edit page, enter the required information and save the record.
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Delete all records from the list
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On the Activities List title bar, click Menu, and select Batch Delete. Complete the steps described in Deleting and Restoring Records.
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Export the list
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On the Activities List title bar, click Menu, and select Export List. Complete the steps described in Exporting Records in Lists.
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Find an activity (task or appointment)
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Click the Subject column header to sort the data. Then click a letter in the alphabet bar. For activities beginning with numbers, click 0-9.
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Manage all the activities lists
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On the Activities List title bar, click Menu, and select Manage Lists. Complete the steps for your required task described in Manage Lists Page.
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Refine the search criteria for the list
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On the Activities List title bar, click Menu, and select Refine List. Complete the steps described in Creating and Refining Lists.
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Show more/fewer records
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In the Number of records displayed drop-down list at the bottom of the page, select a number of records to see at one time.
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Update a group of activity records at once
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On the Activities List title bar, click Menu, and select Mass Update. Complete the steps described in Updating Groups of Records.
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Update an activity
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Edit fields inline on the Activities List page or select the activity to open the Details page. For more information on updating records, see Updating Record Details.
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View a subset of activities (tasks or appointments)
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On the Activities List title bar, click the drop-down list and change the selection (Completed Tasks, Open Tasks, All Tasks, or All Appointments).
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View all activities (tasks and appointments)
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On the Activities List title bar, click the drop-down list and select All Activities.
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Standard Activities Lists
The following table describes the standard lists.
Activities List
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Filters
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Open Activities
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Combined list of:
- Tasks with any status except Completed that are assigned to you
- Future appointments that are assigned to you
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Delegated Tasks - Completed
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Tasks that you created and assigned to other users that have a status of Completed
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Delegated Tasks - Open
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Tasks that you created and assigned to other users that have any status except Completed
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Delegated Tasks - Overdue
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Tasks that you created and assigned to other users that are overdue
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All Activities
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All activities: tasks and appointments
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All Appointments
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All appointments
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All Tasks
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All tasks
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Completed Tasks
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Tasks with status of Completed
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Open Tasks
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Tasks with any status except Completed
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