Difference between revisions of "Activities/How to View Activities"

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When using the Activities module, you may view your activities or depending on your role, you may have access to all company activities.   
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When using the Activities module you may view your activities, or depending on your role, you may have access to all company activities.   
  
 
1. Access the Activities module by clicking the '''Activities''' module tab. ''By default all of your activities will display in the Activities screen.''
 
1. Access the Activities module by clicking the '''Activities''' module tab. ''By default all of your activities will display in the Activities screen.''
  
2. If desired, fine-tune your view of a particular activity type by clicking on the corresponding type in the Activities module '''Home''' section.
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* If desired, fine-tune your view of a particular activity type by clicking on the corresponding type in the Activities module '''Home''' section.
  
3. If you have access to view activities of all On Demand users in your organization, select '''All Activities'''.
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* If you have access to view activities of all On Demand users in your organization, select '''All Activities'''.
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2. Click on the title of the desired activity to view its detail.  At this time you can modify any information.
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3. If you have made changes to the activity information click '''Save and Close''' to save your work.
  
 
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Revision as of 17:05, 20 November 2012

When using the Activities module you may view your activities, or depending on your role, you may have access to all company activities.

1. Access the Activities module by clicking the Activities module tab. By default all of your activities will display in the Activities screen.

  • If desired, fine-tune your view of a particular activity type by clicking on the corresponding type in the Activities module Home section.
  • If you have access to view activities of all On Demand users in your organization, select All Activities.

2. Click on the title of the desired activity to view its detail. At this time you can modify any information.

3. If you have made changes to the activity information click Save and Close to save your work.

Note: You can also gain access to your activities through the Calendar module. You can choose what type of activities you wish to see by utilizing the drop-down menu below the modules bar.


Return to Activities