The Tasks the following tab is available in the Address Book; Opportunities; Campaigns; Customer Service; and Hotlist page. The Tasks tab in an open Campaign displays Calendar appointments and Hotlist tasks associated with the entry. If activities are scheduled for Opportunities and Customer Service cases; the Tasks are listed with the associated Address Book entries.
Activities are displayed in the list based on criteria specified in the various filters including Action Plan activities; date; and user. By default; activities are sorted by date. You can add and modify activities directly in entries.
- To open an appointment or task; click on the activity.
- To complete an appointment or task; click the checkbox in the Complete column.
- To add or delete appointments or tasks; use the icons in the view bar at the top of the list.