Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Task page

In Creatio , a task can be:

Attention

To synchronize with external resources, you need to perform initial setup. MS Exchange synchronization and Google synchronization are described in separate chapters.

The task page consists of a group of general data fields and some tabs (Fig. 1).

Fig. 1 An example of a task page

scr_section_activities_activity_page.png 

General information

General information about activity

Subject

Goal of the activity, for example, “Prepare documents“ or “Presentation“.

Start date

The date and time when the task should be started and finished. By default, the [Due] field value is 30 later than the [Start] field value. Use the time zone icon (timezone_symbol.png) when planning acivities for participants in different time zones.   Read more >>> 

Due date

Duration (minutes)

Length of the activity. The fields are not displayed on the activity page, but can be viewed in the list.

Duration (hours, minutes)

Status

Status of the activity, for example, “In progress” or “Completed”.

Owner

User who is responsible for performing the activity.

Author

User who initiates the new activity.

Priority

Priority of the task, for example, “High” or “Medium”.

Category

Category of the activity, for example, “Meeting” or “Paper work”.

Calendar

Select this checkbox to make the activity visible in the calendar view.

The [General information] tab

The tab contains general activity data, such as its result, connection of the activity to other system objects and reminders for owner or author.

Result

This detail specifies what has been accomplished after performing the activity.

Result

Result of the activity. The field becomes editable, when the status of the activity is changed to “Completed” or “Canceled”. For different categories of activities the appropriate options for the [Result] field are available.

Result details

Detailed information about completing the activity. The field becomes editable, when the status of the activity is changed to “Completed” or “Canceled”.

Connected to

Information about system records connected to the activity.

Legal entity

Company or person that is connected to the activity. When a contact is selected. The [Legal entity] field is filled in automatically with the contact information.

 

Contract

Contract that is connected to the activity.

Document

Document that is connected to the activity.

Application

Application that is connected to the activity.

Reminders

This detail is used for creating reminders for the activity.

Remind owner

Used for reminding the owner and/or author about an activity at a specified time. Information about new reminders will be displayed on the owner's and/or author's communication panel.

Remind author

Remind on

Date on which the owner or author of the activity will receive reminder.

The [Participants] tab

The tab contains the list of the contacts who participate in the task/call. By default, when a participant is added to the detail from the contact list, the detail will display the information from the [Job title] and [Business phone] fields of the contact page. Also, the activity will appear among the activities of all users specified in the detail.

Note

The contact specified in the [Owner] or [Contact] field will be added to the [Participants] detail automatically. When you copy an activity, the list of its participants will be copied too.

The [Attachments and notes] tab

The [Attachments and notes] tab contains additional information about the current task and attachments and links to the web resources related to the activity. Read more >>> 

Attachments

Use this detail to store files and links related to the activity. For example, on this detail you can add documents or useful links related to the activity.

Notes

The detail is used to store additional text information about the activity. You can edit and organize your lead notes on the detail. If you switch to another tab of the activity page, the information on the [Notes] detail will be saved.

The [Email] tab

Emails that are connected to the activity.

The [Calls] tab

The list of incoming and outgoing calls connected to the activity. Displays information from the [Calls] section. To connect a call to activity, fill in the [Activity] field of the call page.

The [Feed] tab

The [Feed] tab displays posts from the [Feed] section that are connected to the activity.

See also

Integration with the MS Exchange service

Integration with Google services

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