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:

  • Notes

    Refers to the Notes (tcstl1550m000) session. On this tab, you can view, enter, and maintain the notes that are linked to the task. If you double-click a line or enter a new note on this tab, the Note (tcstl1650m000) session is started.

  • References

    Refers to the References by Activity (tccom6115m000) session. On this tab, you can view and specify reference information for a task.

  • Additional Attributes

    Refers to the Attributes by Activity (tdsmi2101m000) session. On this tab, you can add attributes to the task.

Field Information

Subject

Enter a short description of the task.

Start Date

start date

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 Date

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

Contact

The contact for whom the task is executed.

Business Partner

The business partner for whom the task is executed.

Phase

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

Linked Activity

The activity for which the task is executed.

Activity Template

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

Completed

For activities of the Mailing type, the status is set to Completed, by default.

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

task

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.

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