All Open Tab
The All Open tab in the Activities view displays all open (not completed) activities such as phone calls, meetings, to-dos and personal activities scheduled for the selected user or users.
The Participant Count column provides a count of all contacts or leads who are listed in the activity Participants tab and are therefore associated with the activity.
Note: Your calendar security determines whose activities you can schedule,
edit, complete, accept/decline, or delete. You can also view activities
associated with contacts, leads, accounts, opportunities, or tickets that you
can access.
On this page you can:
- View all open activities:
- On the Activities view, click the All Open tab.
- If necessary, use the Task Pane to narrow the list.
- Click the activity's type to open the activity.
- View or hide the details
pane:
- Click .
- Select a record. The Details pane displays at the bottom of the list view with detailed information about the selected record.
- To hide the Details pane, click .
- View the summary panes:
- Click .
- To return to the List view, click .
- Use the shortcut menu
- Complete an activity:
- Do one of the following:
- In the Summary view or Details pane click the button for the activity you want to delete.
- Select the activity you want to complete and in the Task Pane Common Tasks area click Complete Activity.
- Right-click the activity you want to complete and select .
- Follow the steps for completing an activity.
- Do one of the following:
- Complete multiple activities
- Delete an activity:
- Select the activity you want to delete.
- In the Task Pane Common Tasks area, Click the link.
- Click .
- Delete multiple activities:
- Select the activities you want to delete.
- In the Task Pane Common Tasks area click the link.
- Click .
- Schedule a phone call:
- Do one of the following:
- In the Task Pane Common Tasks, under Schedule, click .
- Right-click in the grid, point to Schedule and click .
- Follow the steps to schedule a phone call.
- Do one of the following:
- Schedule a meeting:
- Do one of the following:
- In the Task Pane Common Tasks, under Schedule, click .
- Right-click in the grid, point to Schedule and click .
- Follow the steps to schedule a meeting.
- Do one of the following:
- Schedule a to-do:
- Do one of the following:
- In the Task Pane Common Tasks, under Schedule, click .
- Right-click in the grid, point to Schedule and click .
- Follow the steps to schedule a to-do.
- Do one of the following:
- Schedule a personal
activity:
- Do one of the following:
- In the Task Pane Common Tasks, under Schedule, click .
- Right-click in the grid, point to Schedule and click .
- Follow the steps to schedule a personal activity.
- Do one of the following:
Related topics