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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

Follow these steps

Add activities to books or remove activities from books

On the Activities List title bar, click Menu, and select Batch Assign book. Complete the steps described in Assigning Records to Books.

Create a new list of activities

On the Activities List title bar, click Menu, and select Create New List. Complete the steps described in Creating and Refining Lists.

Create a task

On the Activities List title bar, click New Task. On the Task Edit page, enter the required information and save the record.

Create an appointment

On the Activities List title bar, click New Appointment. On the Appointment Edit page, enter the required information and save the record.

Delete all records from the list

On the Activities List title bar, click Menu, and select Batch Delete. Complete the steps described in Deleting and Restoring Records.

Export the list

On the Activities List title bar, click Menu, and select Export List. Complete the steps described in Exporting Records in Lists.

Find an activity (task or appointment)

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.

Manage all the activities lists

On the Activities List title bar, click Menu, and select Manage Lists. Complete the steps for your required task described in Manage Lists Page.

Refine the search criteria for the list

On the Activities List title bar, click Menu, and select Refine List. Complete the steps described in Creating and Refining Lists.

Show more/fewer records

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.

Update a group of activity records at once

On the Activities List title bar, click Menu, and select Mass Update. Complete the steps described in Updating Groups of Records.

Update an activity

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.

View a subset of activities (tasks or appointments)

On the Activities List title bar, click the drop-down list and change the selection (Completed Tasks, Open Tasks, All Tasks, or All Appointments).

View all activities (tasks and appointments)

On the Activities List title bar, click the drop-down list and select All Activities.

 

Standard Activities Lists

The following table describes the standard lists.

Activities List

Filters

Open Activities

Combined list of:

  • Tasks with any status except Completed that are assigned to you
  • Future appointments that are assigned to you

Delegated Tasks - Completed

Tasks that you created and assigned to other users that have a status of Completed

Delegated Tasks - Open

Tasks that you created and assigned to other users that have any status except Completed

Delegated Tasks - Overdue

Tasks that you created and assigned to other users that are overdue

All Activities

All activities: tasks and appointments

All Appointments

All appointments

All Tasks

All tasks

Completed Tasks

Tasks with status of Completed

Open Tasks

Tasks with any status except Completed


Published May 2008