Navigation:  5 Using Total Enterprise CRM > 5.9 Activity > How to work with Activity? > How to create or edit a task?

 

Tasks are like tasks in MS Outlook or any other CRM system – they represent a ”To-do” item of some sort. In Total Enterprise CRM a task may be attached to one or more items - for example, a person and a company.   The cross referencing function allows searching of tasks based on a variety of different values – which is useful when trying to establish priorities and uncompleted activities.

 

You can create a new task by following these easy steps:

 

Step 1: Select 'All Tasks'

 

 

On ribbon, click the "Activity" tab.

Under Tasks group, select "All Tasks".

 

Note:

To edit any existing task, double-click that task from grid under "All Tasks" or "My Tasks" command and then move to Step-3

 

Step 2: Select 'New'

 

Right click anywhere and from context menu, select "New" and then move to Step-3

 

Note:

You can also create a new task either by double clicking anywhere on blank area of above screen or by choosing "New" command on quick-access toolbar.

 

Step 3: Fill the Form

 

 

The task form contains all of the information related to a task, broken down into several fields. These fields contain general info like subject, start & finish date, progress, attached files etc. for this new task.

 

Note:

The fields marked with red star (*) at right end, indicate that these are required-fields while any other field can be left blank.

 

 

At the bottom of the screen you can see a set of tables which contain related records (only one type of records are present in one column).  This table is called grid. On the grid you can quickly see  the main details of the record and also see who created it, when it was created and the subject etc.  If you need to edit any record – a quick double click will launch an editor/form for editing.

 

The grid located in the bottom pane of above screen stores interaction-history, broken down into few tabs. These tabs are hours, notes and documents for this task.

 

Note:

To avail additional options under any grid, right-click inside of that grid and choose desired option from context menu.     Alternatively:

Click anywhere inside the grid and choose from any of available options from quick-access toolbar appeared above the ribbon.

 

 

Using the ribbon commands of above window, you can further interact with this instance. To do so, you can choose any of the actions listed below:

Although  some of these actions are described  for "Company" but same technique can be applied to "Task".

 

Note:

Since these options are on the task screen, Total Enterprise CRM assumes that if you create a note, project, email or any other action from this screen, it is automatically related to the previously selected instance. This theme continues throughout the CRM system to reduce unnecessary data entry.

 

Step 4: Click 'Save & Close'

When you have finished to enter all the desired info under appropriate tabs,  to save this data, choose any one option on ribbon:

 

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry.