Activity Manager

Activity Manager is a dashboard for To-do items. This helps you to track all the information related to your tasks. For example: Notes, Follow-up notes, presentation notes, any comments related to the tasks etc.,

Along with this, you can create the tasks for follow ups, demo calls etc., either for yourself or to assign to any of your team members.

You have an option to edit the task at any point of time until the task is marked as completed.

If the activity is a recurring, you can mark it as complete and create a new one at one-click.

By default, the activity manager lists all items which are expiring today. However, you can also view the over-dues, completed, and/or yet to start tasks also.

The Activity Manager window

Due Today: This is the default view of activity manager window, and it lists the tasks that are due today.
Overdue: Lists the tasks that are overdue (where the due date is earlier than today).
Upcoming: Displays the tasks that are due for future dates (due date is beyond today).
Completed: Displays the tasks that are completed (regardless of the due date).
All: Displays all the tasks irrespective of their status or due date.
Manage task: To create/edit/delete/complete the task.
Activity list: Displays the activities list based on which tab you are currently in. For example: If you are in 'Completed' tab, then you can only view the data of a task which is overdue.
Search grid: To search the task through the search grids which are available in each column headers of the table view. Know more about search grids.

Now, let's move to create task.