...
Navigate to the Activities section within a record by selecting Activities in the top toolbar menu.
...
To add an activity:
1 | To create a general activity, navigate to the Dashboard, Quick Access item and select Add New Activity.
To create an Activity within a record, navigate to the Activities section and select Add. A new activity record is displayed. |  |
2 | In the Task Code field, select the code that best describes the type of activity you are creating. If a description of the task code you selected has been configured in your system, it is displayed in the ‘Description’ field. |
|
3 | In the Description field, key in a description of the activity. Note that if a pre-configured description is displayed, you can edit the description if necessary. |
|
4 | In the Status field, select the status that describes the current status of the task. For example, select Awaiting to indicate that the task is a new task that is yet to be actioned. |
|
5 | Tick Create in Outlook if you want to add the activity as a task or appointment in Microsoft Outlook. Where ‘Outlook Extensions’ has been configured, the activity is created in Outlook as a task or appointment depending on the ‘Task Code’ selected. Where ‘Create in Outlook’ is selected and the task code has been configured as an appointment, ‘Task Duration’ will apply to the Outlook Appointment. This item is editable. |
|
6 | Complete the activity requirements and select Save. The activity is displayed in the Activities list. |
|
To edit an activity:
1 | Navigate to the activity within the Activities section of the record. |
2 | Select Edit. The Activity record is displayed in Edit mode. |
3 | Make the changes required and select Save. The changes are applied. |