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Creating Activities

You always create an activity (task or appointment) by entering information in a form. You can access this form from different areas within the application, depending on what you are working on and what you need to do.

This section describes one method for creating an activity, which allows you to add the record while continuing with your work in the main area of the application. For a description of all the methods, see Creating Records.

To create an activity using the Create box

  1. From any page, go to the Create box in the left Action bar.
  2. From the list, click the Appointment or Task link.
  3. In the form, fill in the required activity information.
  4. Save the record.

Related Topics

Activity Fields

Calendar Pages

Using the Offline Edition

Synchronizing with PIMs

Adding Emails from Microsoft Outlook and Lotus Notes


Published May 2008