Difference between revisions of "Calendar/How to Schedule an Activity"
From Commence CRM-Help
(Created page with " Schedule an activity by clicking on the “Schedule” button and filling in information in the “Schedule” dialog box. Note: You may also add Tasks, To-Do’s with no sp...") |
Technowrites (talk | contribs) |
||
| Line 1: | Line 1: | ||
Schedule an activity by clicking on the “Schedule” button and filling in information in the “Schedule” dialog box. | Schedule an activity by clicking on the “Schedule” button and filling in information in the “Schedule” dialog box. | ||
| − | |||
| − | Step-by-Step | + | ::::::'''Note:''' You may also add Tasks, To-Do’s with no specific time. These are classified as “Unscheduled Activity” and will be listed in Activities. |
| + | |||
| + | |||
| + | [[File:image004.gif|left]] | ||
| + | ::::::'''''Step-by-Step''''' | ||
| + | |||
1. From any calendar view, click on the “Schedule” button. The “Schedule” dialog will appear. You can also click “New” within each day on the monthly view. | 1. From any calendar view, click on the “Schedule” button. The “Schedule” dialog will appear. You can also click “New” within each day on the monthly view. | ||
Revision as of 18:27, 15 September 2012
Schedule an activity by clicking on the “Schedule” button and filling in information in the “Schedule” dialog box.
- Note: You may also add Tasks, To-Do’s with no specific time. These are classified as “Unscheduled Activity” and will be listed in Activities.
- Step-by-Step
1. From any calendar view, click on the “Schedule” button. The “Schedule” dialog will appear. You can also click “New” within each day on the monthly view.
2. Fill in the title and other information about the activity. (The title is the description that will appear in your cal-endar, e.g. “Sales Call – ABC Corp.”.) See the buttons across the top of the page. If you select additional at-tendees, the activity will appear in those peoples’ cal-endars as well.
3. Click on the “Save and Close” button to post this activi-ty to the calendar.