| # Task (tccom6600m300) Use this session to view, enter, and maintain tasks. A task can be linked to a contact, a business partner, an opportunity, or an activity. You can start this session from the Activities (tccom6100m000) overview session, by double-clicking a record of the Task type , or by clicking New Task or Follow Up Task on the appropriate menu. You can also start this session stand-alone. Tabs The lines on the tabs refer to these sessions: Notes Refers to the Notes (tcstl1550m000) session. On this tab, you can view, enter, and maintain the notes that are linked to the task. If you double-click a line or enter a new note on this tab, the Note (tcstl1650m000) session is started. References Refers to the References by Activity (tccom6115m000) session. On this tab, you can view and specify reference information for a task. Additional Attributes Refers to the Attributes (tdsmi2101m000) session. On this tab, you can add attributes to the task. Related topics CRM – functionality Subject Enter a short description of the task. Start Date The date and time the activity started. Due Date The date and time the task must be completed. Reminder If this check box is selected, you can set a reminder to follow up on the task. Reminder Date The date and time on which a user is reminded about following up on the task. Contact The contact for whom the task is executed. Business Partner The business partner for whom the task is executed. Phase The phase in the sales process for which the task is executed. Linked Activity The activity for which the task is executed. Activity Template The activity template from which the task is generated. Note You can define activity templates in the Activity Templates (tdsmi0155m000) session and generate tasks from an activity template in the Global Addition of Activities (tdsmi2210m100) session. Information Use this field to add text to the task. Status The task status, which informs you about the progress of the task. Allowed values Activity Status Priority The priority assigned to the task. Assigned To The employee to whom the task is assigned. Note You can (re)assign the task: To another employee by selecting an employee from the Employees - General (tccom0101m000) session. To yourself by clicking the Assign To Me button. Owner The employee who is the task owner and is responsible for execution of the task. Note You can (re)assign ownership of the task: To another owner by selecting an employee from the Employees - General (tccom0101m000) session. To yourself by clicking the Assign To Me button. Task An activity type that specifies an action to be executed for a contact, business partner, opportunity, or activity that you want to track through completion. Created by The user who created the task. Creation Date The date on which the task is created. Last Modified by The user who last modified the task. Last Modification Date The last date on which the task is modified. Completed by The user who set the task to Completed. Completion Date The date and time the task obtains the Completed status. Series The series used for the task. Default value The Series for Tasks from the COM Parameters (tccom0000s000) session. Related topics To use number groups and series Assign To Me Assigns the task to yourself. As a result, your user name is displayed in the Assigned To field. Assign To Me Assigns ownership of the task to yourself. As a result, your user name is displayed in the Owner field. Done Completes the task and sets its status to Completed. Follow Up Appointment Starts the Appointment (tccom6600m100) session in which you can enter a follow-up appointment for the task. Follow Up Call Starts the Call (tccom6600m200) session in which you can enter a follow-up call for the task. Follow Up Task Starts the Task (tccom6600m300) session in which you can enter a follow-up task for the task. Follow Up Email Starts the Email (tccom6600m500) session in which you can enter a follow-up e-mail for the task. |