Working with Activity Lists

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Working with Activity Lists

The list of records that you see in the Activity List page depends on how you access the page, as follows:

If you access the Activity List page directly from the Calendar pages, the list shows all open activities assigned to you.
If you access the Activity List page from a record Detail page, the list shows either the open activities or closed activities linked to the record.
Activities shown in the Open Activities list accessed from a record Detail page include the following:
- All linked appointments to which you have visibility and on which the completed date and time are later than the current date and time.
- All linked tasks to which you have visibility and on which the completed date is blank.
  By default, the records in the Open Activities list are sorted by the Completed Date field. Records where the Completed Date field is blank appear at the bottom of the Open Activities list. Therefore, open tasks appear at the bottom of the Open Activities list, after all open appointments. The Completed Date field is not displayed in the Open Activities list that you access from record detail pages by default, but your company administrator can add the field to the list.
  
  Activities shown in the Closed Activities list accessed from a record Detail page include the following:
- All linked appointments to which you have visibility and on which the completed date and time on the appointment are earlier than the current date and time
- All linked tasks to which you have visibility and on which the completed date and time are earlier than the current date and time

NOTE: Visibility in the Activity List page is limited to those records where your name appears in the Owner field, the Delegated By field, or in the list of users.

From the Activity List page, you can create new activities or review multiple activities at a glance. You can edit fields inline on the Activity 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 Activity List page from the Calendar pages, you can use the drop-down menu to switch to another activities list. The drop-down menu contains both standard lists distributed with the application and custom lists for your company.

NOTE: If your company administrator added you to a group, a Group Tasks tab appears on your calendar pages.

The following table describes what you can do from the Activity List page.

NOTE: If you access the Activity 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 Activity 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 Activity List title bar, click Menu, and select Create New List. Complete the steps described in Creating and Refining Lists.
Create a task	On the Activity List title bar, click New Task. On the Task Edit page, enter the required information and save the record.
Create an appointment	On the Activity 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 Activity List title bar, click Menu, and select Batch Delete. Complete the steps described in Deleting and Restoring Records.
Export the list	On the Activity 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 Activity 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 Activity 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 Activity 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 Activity 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 Activity List title bar, click the drop-down list and change the selection (Completed Tasks, Open Tasks, My Tasks, or My Appointments).
View all activities (tasks and appointments)	On the Activity List title bar, click the drop-down list and select All Activities.

Standard Activity Lists

The following table describes the standard lists.

Activity List	Filters
Completed Tasks	Tasks that have a completed date in the past
Delegated Tasks - Completed	Tasks that you created and assigned to other users and that have a completed date in the past
Delegated Tasks - Open	Tasks that you created and assigned to other users and that have a blank completed date or a completed date in the future
Delegated Tasks - Overdue	Tasks that you created and assigned to other users and that are overdue
My Activities	All of your activities, including tasks and appointments
My Appointments	All of your appointments
My Daily Calls	Referral calls, review calls, or birthday calls to make today
My Open Tasks	Your tasks on which the Completed check box is not selected and that are due to be completed in the next 90 days
My Tasks	All of your tasks
My Weekly Calls	Referral calls, review calls, or birthday calls to make this week
Open Activities	Combined list of: Tasks assigned to you that have a blank completed date or a completed date in the future Future appointments that are assigned to you
Open Tasks	Tasks on which the Completed check box is not selected and that are due to be completed in the next 90 days
Planned Calls	Your planned calls NOTE: This list is specific to Oracle CRM On Demand Life Sciences Edition.

Published 7/18/2011