Navigation:  5 Using Total Enterprise CRM > 5.9 Activity > How to work with Activity? > How to view all tasks associated to your account?

 

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.

 

To view list of tasks associated to "your" account in CRM system, follow these easy steps:

 

Step 1: Select 'My Tasks'

 

 

On ribbon, click the "Activity" tab.

Under Tasks group, select "My Tasks".

 

Step 2: View the List

 

 

Here you can view the list of all tasks that belong to your account of CRM system.

 

Below the ribbon of above 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. etc.

 

Note:

If you need to edit any existing record shown in this grid – a quick double-click will launch an editor/form for editing. Click 'Save & Close' when you have done.

 

 

In Total Enterprise CRM tasks are listed in a grid; using remarkable features of this grid, you can further interact with these tasks. To do so, choose any of the actions listed below:

 

Tasks are listed in a sortable, flexible grid. You can sort these tasks either in ascending or descending order. You can also perform search techniques using CRM grid to exactly find the task you are looking for. For details:

 

To observe tasks in a grouped view, you can group them by any desired field. For details:

 

Tags are used as a way to classify tasks in an ad-hoc way, where it may not make sense to add additional fields into the CRM System. Tasks in database may be tagged to help organize them. New tags are simple to create, and you can filter any grid by tags to show desired tasks. Similarly, you can easily remove any tag that you have already assigned to a task. For details:

 

Importing and exporting records in task can be performed quickly and easily from/to Excel sheet to/from any grid in the CRM system. For details:

 

Printing any set of records is very easy in Total Enterprise CRM like printing in Microsoft Word. For details:

 

To quickly manipulate records, you can use split-view to observe list of tasks and their data at same location. For details:

 

The common actions like copy or delete a task, select all tasks, refresh tasks and create a new task or open an existing one  are also available within this grid. For details:

 

Note:

Some features are same for every grid under any tab you see in the Total Enterprise CRM system. These are:

. Copy, delete or refresh records and create a new or open an existing record.

. Sorting, searching and grouping records

. Assigning/removing tags & filtering by tags

. Exporting and importing records

. Printing any set of records

. Split-View to view list of items and data