Use the Activities section of the Creatio to optimize your working day management, create schedules, plan activities for other employees, track interconnections between activities and other system sections, and keep records of completed tasks.
Views
The section has several views:
-
– displays activities as an electronic day planner. Read more >>> -
– displays activities as a list of records. All list columns are described below in the context of the activity page. -
– activity analytics. It displays charts, indicators and ratings that can be used to analyze activities. Read more >>>
Filters
There are several quick filters set in the section:
-
By date (the [Start] and [Due] fields) – the filter displays activities, which overlap with the specified time period. For example, if the activity time period is longer than the one specified in the quick filter and these time periods overlap - the activity will be displayed as a result of filtration.
-
By responsible employee (data in the [Owner] field and the [Participants] detail of an activity page).
Next
The [Attachments and notes] tab
•Actions in the [Activities] section
•Analytics in the [Activities] section
See also
•Integration with email services by the IMAP/SMTP protocol
