The Task screen is configured for entering tasks, to-do, etc. Here's how to create a Task:

  1. Open a transaction screen and go to Activities tab
  2. Click the New Task button to open a blank Task screen

  3. Enter the needed information and Save.

    FieldsDescription
    SourceThis field is disabled. It will show General if it came from module screens other than CRM and Help desk
    SubjectRequired field. Subject of the event
    ContactDefault contact of the entity used in the transaction
    EntityEntity used in the transaction
    Contact EmailEmail of the selected contact
    Due DateDefaults to current date, time is 8:00 AM
    All-Day EventWhen enabled, Start Date and End Date will be the same, Start Time is 8:00 AM and End Time is 5:00 PM
    ReminderWhen enabled, the system will send a notification based before the time selected
    Status

    Status is a user-defined list (default to "Open"). This is a drill down link that opens the Status grid where the user can define anything they want.

    1. Not Started
    2. Open
    3. In Progress
    4. Complete
    Priority

    Priority is a user-defined list (default to "Normal"). This is a drill down link that opens the Priority grid where the user can define anything they want.

    1. High
    2. Normal
    3. Low
    Category

    Category is a user-defined list. This is a drill down link that opens the Category grid where the user can define anything they want.

    Assigned ToDisplays a list of i21 Users. This is defaulted to the Username of who is creating the Activity.
    PrivateIf enabled means this Activity should only be displayed for the user who created it.
    Company Loc

    Drop down values should only display locations limited to user

    Activity NoA unique record number for the Activity that is auto assigned
    Related To

    This field automatically populates if the Activity is created on a transaction screen

    Record No
    1. This field automatically populates if the Activity is created on a transaction screen
    2. This is a drill down link that opens the related transaction screen.
    PhoneDisplays the selected Contact's phone number
    MobileDisplays the selected Contact's mobile numbers
    Entity LocDisplays the selected Contact's location
    Show Time As
    1. Free
    2. Working Elsewhere
    3. Tentative
    4. Busy
    5. Out of Office
    Time ZoneTime zone based on the location
    Local TimeLocal time on the user's machine
    LOBDisplays the Line of business of the entity
    Created ByDisplays the Username who created the Activity
    CreatedDisplays the Date the Activity was created
    DetailsEditor where the user can enter more details about the Activity
  • No labels