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Plan Task page

 

Here you can plan a task which can be attached to such items as a project, quote or customer invoice. Generally, a planned task serves as a reminder to perform this task on the specified association at a later time.

 

Category

The classification of the CRM action.

 This field cannot be modified.

To Be Done on

The date when the task is to be performed.

Manually enter the date  in the appropriate date format set in System Configuration or click Calendar and select from the calendar.

Topic

The subject of the task.

Enter the text into the field.

Description

An explanation of the task.

Enter the text into the text box.

Person Responsible

The person accountable for the task. Depending on the company, the person could be either the individual who planned the task or individual accountable for performing the task.

To select, click the drop-down list and select the person responsible.

Type

The nature of the task.

To select, click the drop-down list and select a type.

To create types, go to System > Configuration > System Values > CRM Types.

Priority

The urgency of the task.

To select, click the drop-down list and select a priority.

Status

The current status of the task.

to select, click the drop-down list and select a status.

Notifications

Reminders concerning the task to be sent to the selected individuals.

    • For Add Notification for, select the person to sent the reminder. Use the scroll bar to search. To select multiple people at once, hold the Ctrl key while selecting.
    • For Notification type, select the method in which to remind the person. Click the drop-down list and select the type.
    • For Remind, select exactly when the person will be reminded. Click the drop-down list and select the time. For example, if you select "12 hours before", the person will be notified 12 hours before the date when the task is to be performed.
    • When you have configured who will be notified and in what way, click add. A table appears above the information fields:
      notifications overview
    • To delete an item from the table, click delete icon.
Associations

The items which you have associated to this event.

To delete an item, click delete icon.

Add Association for

To associate this event to another item.

To do so, click the button of the item you want to associate this event to. A new window with the Browse page appears. Select the item from the list. The item now appears in the Associations section.