Task (tccom6600m300)

Use this session to view, enter, and maintain tasks.

A task can be linked to a contact, a business partner, an opportunity, or an activity.

You can start this session from the Activities (tccom6100m000) overview session, by double-clicking a record of the Task type , or by clicking New Task or Follow Up Task on the appropriate menu. You can also start this session stand-alone.

Tabs

The lines on the tabs refer to these sessions:

Related topics

 

Subject

Enter a short description of the task.

Start Date

The date and time the activity started.

Due Date

The date and time the task must be completed.

Reminder

If this check box is selected, you can set a reminder to follow up on the task.

Reminder

The date and time on which a user is reminded about following up on the task.

...

The contact for whom the task is executed.

...

The business partner for whom the task is executed.

Phase

The phase in the sales process for which the task is executed.

...

The activity for which the task is executed.

...

The activity template from which the task is generated.

Note

You can define activity templates in the Activity Templates (tdsmi0155m000) session and generate tasks from an activity template in the Global Addition of Activities (tdsmi2210m100) session.

Information

Use this field to add text to the task.

Status

The task status, which informs you about the progress of the task.

Allowed values

Activity Status

Priority

The priority assigned to the task.

Assigned To

The employee to whom the task is assigned.

Note

You can (re)assign the task:

  • To another employee by selecting an employee from the Employees - General (tccom0101m000) session.
  • To yourself by clicking the Assign To Me button.
Owner

The employee who is the task owner and is responsible for execution of the task.

Note

You can (re)assign ownership of the task:

  • To another owner by selecting an employee from the Employees - General (tccom0101m000) session.
  • To yourself by clicking the Assign To Me button.
Task

An activity type that specifies an action to be executed for a contact, business partner, opportunity, or activity that you want to track through completion.

Created by

The user who created the task.

Creation Date

The date on which the task is created.

Last Modified by

The user who last modified the task.

Last Modification Date

The last date on which the task is modified.

Completed by

The user who set the task to Completed.

Completion Date

The date and time the task obtains the Completed status.

Series

The series used for the task.

Default value

The Series for Tasks from the COM Parameters (tccom0000s000) session.

 

Assign To Me

Assigns the task to yourself. As a result, your user name is displayed in the Assigned To field.

Assign To Me

Assigns ownership of the task to yourself. As a result, your user name is displayed in the Owner field.

Done

Completes the task and sets its status to Completed.

Follow Up Appointment

Starts the Appointment (tccom6600m100) session in which you can enter a follow-up appointment for the task.

Follow Up Call

Starts the Call (tccom6600m200) session in which you can enter a follow-up call for the task.

Follow Up Task

Starts the Task (tccom6600m300) session in which you can enter a follow-up task for the task.

Follow Up Email

Starts the Email (tccom6600m500) session in which you can enter a follow-up e-mail for the task.