Viewing Your Activity List
The Find Activity window can be selected from the Activity window. It lets you selectively list To Dos. For example, you can choose to view only To Dos for a contact, those due on a specific date, or only those To Dos of a certain category.
If you also have Microsoft Schedule+ Version 7.0 on your system, you can schedule items from your To Dos list into Schedule+.
Attention: You need to set the Profile Option OSM: Enable MS+ Schedule Integration to Yes to use this feature.
As you manage your work day, you can periodically review all To Dos assigned to you. You may also print your Activity list by saving it as a folder and exporting it to Excel or perform the following steps to view To Dos in your Activity window.
1. Select the Activity tab.
You can use the Find Activity window to locate To Dos about an account, a particular contact, or an opportunity.
2. Select Opened from the list of values in the Status field on the Find Activity window.
Choosing Find with these search criteria selects all of your uncompleted To Dos that are due by the end of the day.
3. Modify default search criteria, if appropriate.
You can change any of the displayed search criteria. For example, to view all your uncompleted To Dos (regardless of when they are due), clear out the Due Date field.
4. Choose Find to display your Activity list.
To view all To Dos assigned to you: