PeopleSoft Enterprise CRM 9.1 Application Fundamentals PeopleBook

Working with Tasks

This chapter provides an overview of task management in PeopleSoft CRM and discusses how to:

Set up task management.
Create tasks.
Manage tasks.
View calendars.
Manage meetings.

See Also

Understanding Task Management

Task management enables users to plan and manage the day-to-day activities that are associated with managing sales, service, and support activities.

Tasks are associated with workflow items that are triggered by PeopleSoft CRM transactions, such as leads and opportunities. If a transaction triggers a workflow item that assigns a task to a user, than that task appears in the user's task list and the user's calendar. If the task is for a meeting, the task appears in the user's meeting list. You access task lists, calendars, and meeting lists using the My Tasks and My Calendar pages.

Users can access their task list directly from the left-hand menu or by clicking a toolbar button that is available on the My Contacts and My Calendar pages. Additionally, users can view tasks that are associated with a transaction or component.

You can create tasks from these components.

Lead
Opportunity
Strategic account management
Risk Component in Wealth Management
Change Management
Case
Service Order

Details of a task that appear on the My Tasks, My Calendar, or My Meetings page are available by clicking the task name.

Task Types

PeopleSoft CRM provides these task types when the application is first installed:

All Day Event
Appointment
Change Activity
Change Approval
Change Meeting
Holiday
Follow-up
Meeting
Phone call
Reminder
Service Order
Summary
To-do

You can also set up additional task types.

See Setting Up Task Management.

Task Management Process

A task owner creates a task and assigns it to one or more persons. A notification is then sent to each of the assignees that a task is assigned to them, and the task appears in the assignee's task list. The assignee can either accept or decline the task. The owner is notified when the assignee marks the task as completed.

The task owner can reassign a task for any of the assignees. An assignee can reassign a task that is assigned to them. When a task is reassigned, the system sends a notification to the new assignee that the task is assigned to them. When the new assignee accepts or declines the task, the system notifies the owner.

This diagram shows the task management process:

Task Management Process Flow

You can also call the Task web service to perform many task management inquiries and notifications.

See Working with Business Processes and Web Services.

Personal Information Managers

You can synchronize tasks between the PeopleSoft CRM database and personal information management (PIM) systems such as Microsoft Outlook and Lotus Notes.

See your current Infosync Server documentation for more information.

Task Folders

Users can organize their tasks using folders. Five standard folders are available; users can additionally create their own personal folders. Personal folders are used only for entries from a user's individual set of tasks, not for tasks from a group or from a user's direct reports. Clicking a folder name displays the contents of that folder. A yellow highlight indicates the currently selected folder.

These are the standard folders:

The My Tasks contains all tasks owned by or assigned to the user that have not been moved to another personal folder
The All My Tasks folder is a combination of My Tasks and other user-defined (personal) folders. It contains the tasks that appear under My Tasks and all user-defined folders.

It does not include items from the Group Tasks, Direct Reports, or My Sales Team folders.
The Group Tasks folder contains tasks that are owned by a provider group without an individual owner. Only entries from the provider groups to which the user belongs are shown.

This folder appears only if the user belongs to at least one provider group.
The Direct Reports folder contains the tasks owned by, assigned to or delegated to direct reports. By default, the tasks of all the direct reports along with their delegated tasks will show up under this folder

This folder appears only if the user has direct reports. The Direct Reports folder will not, however, show the user's personal tasks.

When viewing the Direct Reports folder, users have access to a drop-down list box for selecting a specific employee and filtering the task entries accordingly.
The My Sales Team folder contains the tasks owned by, assigned to or delegated to members of your sales team.

This folder appears only if the user is the leader of a sales team (as defined by the Territory Tree).

When viewing the My Sales Team folder, users have access to a drop-down list box for selecting a specific employee and filtering the task entries accordingly.
The Delegated folder contains any tasks that have been delegated to that user. Delegation of a user's tasks is defined on the Task Options page.

Users can create, rename, and delete personal folders at will. However, if a user attempts to delete a folder that is not empty, an error message tells the user to move the folder contents elsewhere (to another personal folder or to the inbox) first.

Note. The My Tasks, All My Tasks, Group Tasks, Direct Reports, My Sales Team, and Delegated folders cannot be deleted or renamed

The toolbar on the My Tasks page includes a button that a user clicks to display the number of items in each folder. The folder count appears in parentheses next to the folder name. The system, however, does not provide folder counts for the Group Tasks, My Sales Team, Direct Report, or Delegated folders. For performance reasons, the folder counts are not updated continuously.

By default, the system hides folder counts when the page first appears. After they are displayed, however, they remain visible as long as the user remains on the page. To hide folder counts, users must navigate to the My Tasks page again.

Important! Folder counts are only as current as the most recent time that the user clicked either the Folder Counts toolbar button or the Refresh toolbar button.

See Also

Managing Sales Leads and Opportunities

Defining Company Business Objects

Defining Person Business Objects

Setting System-Wide Security Options

Using the 360-Degree View

Setting Up Task Management

To set up task management, use the Task Priority (RB_TSK_PRIORITY) and Task Type (RB_TSK_TYPE) components.

This section lists the pages used to set up task management and discusses how to:

Define task types.
Define task priorities.
Define task group templates.
Define task durations.

Note. Your PeopleSoft Application Administrators can control and modify access to all PeopleSoft CRM pages, including those that are used for Task Management, through the standard PeopleTools security using roles, permission lists, and user IDs. Documentation for this security administration is provided in Enterprise PeopleTools 8.50 PeopleBook: Security Administration.

Pages Used to Set Up Task Management

Page Name	Definition Name	Navigation	Usage
Task Type	RB_TSK_TYPE	Set Up CRM, Common Definitions, Task Management, Task Type, Task Type	Define task type codes that enable the user to categorize tasks.
Task Priority	RB_TSK_PRIORITY	Set Up CRM, Common Definitions, Task Management, Task Priority, Task Priority	Define task priority codes that enable the user to designate a priority for tasks.
Task Group Template	RB_TSK_GRP_TPL	Set Up CRM, Common Definitions, Task Management, Task Group Template, Task Group Template	Define task group templates and task durations.
Clone Template	RB_CLONE_TXN_SEC	Click the Clone button on the Task Group Template page.	Specify a new template name to be created from the current template.

Defining Task Types

Access the Task Type page (Set Up CRM, Common Definitions, Task Management, Task Type, Task Type).

Task Type

The options you select on this page control the options that are available on the Task Detail page.

Task Type	Enter the type of the task.
Application Usage	Select the application where the task type is used. A value of All Applications indicates a universal type that is available to all applications.
Active	Select to make the task type active. Users can only create tasks for active task types.
To Accept Task	Select to indicate whether all of the assignees need to work on the task or only one assignee needs to work on the task when the task is assigned to multiple people.
Pencil In (Mark as free Time)	Select to indicate that the task duration is not treated as busy time by the Assignment Engine.
Record Attendance	Select to enable recording of attendance. If this is selected, the Task Details page shows a column of check boxes in the Invitee/Assignee grid for users to indicate whether the Invitee/Assignee attended the meeting. This check box is usually selected for meeting task types.
Show Repeating Options	Select to enable the user to select the frequency and time period in which this task repeats.
Do not show in Calendar	Select to suppress the task from the user's calendar. This option is cleared by default. Note. The task appears in the user's calendar only if this option is cleared and the user enters a start and end date and time for the task.
Show Assigned to Grid and Label for Assigned to Grid	Select to have the assigned to grid appear on the Task Detail page. If you select Show Assigned to Grid, then the Label for Assigned to Grid field becomes enterable for you to change the grid label that appears on the Task Details page. By default, the system displays Assigned To. This value comes from the message catalog.
Show Invitation Type	Select to have the Invitation Type column appear in the Invitees grid on the Task Detail page.
Show Contacts Grid and Label for Contacts Grid	Select to have the contacts grid appear on the Task Detail page. If you select Show Contacts Grid, then the Label for Contacts Grid field becomes enterable for you to change the grid label that appears on the Task Details page. By default, the system displays Contacts. This value comes from the message catalog.
Label for Assign Button	Select a value to change the label for the Assign Button that appears on the Task Details page. By default, the system displays Assign. This value comes from the message catalog.
Show Task in Task List	Select to have the task appear in the task list for the task owner and all assigned users. Note. Do not select this option for the Task Type of Service Order, since Service Order activities should be viewed and updated directly from the Service Order component, not from the Task List.
Show Provider Group	Select to have the Provider Group field appear in the Task Details page.
View or Link Transactions	Select to have the View or Link Transactions link appear on the Task Detail page when the user adds a task of this type. Note. Do not select this option for the Task Type of Service Order, since the link has not been designed to work on the Task Detail page for that Task Type.
Calendar Image	Enter the name of the image that identifies the task type in the task list and calendar.

See Enterprise PeopleTools 8.50 PeopleBook: System and Server Administration, “Using PeopleTools Utilities”

Field Display Options

Start Date Required, End Date Required, Start Time Required, End Time Required, and Location Required	Select the fields that are required for this task type.
Start Date Visible, End Date Visible, Start Time Visible, End Time Visible, and Location Visible	Select the fields that are visible for this task type. If you indicate that a field is required, you must also indicate that it is visible. However, a field can be visible but not required.

PIM Integration Options

Select the task type that displays on a PIM (personal information managers) for this task type. If you license Infosync Server, specify a task type that corresponds to the current task type in your PIM (Outlook or Lotus Notes).

See your current Infosync Server documentation for more information.

Defining Task Priorities

Access the Task Priority page (Set Up CRM, Common Definitions, Task Management, Task Priority, Task Priority).

Code

Enter a code to identify the task priority.

Default

Select one priority as the default for all tasks.

Active

Select to indicate that this task priority is active. Only active priorities are available to assign to tasks.

Image Name

Select the image that represents the priority visually. If defined for a task priority, the image appears on the My Tasks list for each task that has that priority.

See Also

Creating Tasks or Updating Task Details

Defining Task Group Templates

Access the Task Group Template - Type page (Set Up CRM, Common Definitions, Task Management, Task Group Template, Task Group Template).

Task group templates ensure that all tasks that must be completed to accomplish the goal that is assigned. For example, the task group Install Hardware might consist of three tasks: Installation, Test Install, and Installation Acceptance. This is particularly useful when the tasks are performed by different people with different reporting relationships.

When a user schedules a task group, the task group template creates and assigns each task within the group.

Task Group

Active

Select to activate the group template.

Application Usage

Select the application or component for which the group template can be used. Values are:

All Applications
Change Management
Field Service
HR Helpdesk (Human Resources Helpdesk)
HelpDesk
Higher Education
Lead
Marketing Events
Opportunity
Personal Information Mgmt (personal information management)
Sales
Strategic Planning
Support

Note. If you select Change Management, HelpDesk, HR HelpDesk, Strategic Planning or Support the system displays the Duration tab. You can use this page to enter offset days, duration days, and start and end times. For Change Management, you enter only days, hours and start use codes.

Task Group Template - Type

Use this section to add tasks to the group template. For each task, specify default values that pertain to the selected usage: task type, priority, task name (subject), provider group, task owner, assignee, location, and task description (for Change Management, HR Helpdesk, HelpDesk and Support). These values appear as default when the corresponding group template is selected at runtime and are can be updated.

Note that the Provider Group column will only be visible and editable on a row if the corresponding Task Type definition has been configured to show this field.

Note. If the default task owner and assignee are not specified in the task group template, at runtime, the logged on user becomes the default task owner and no assignees are pre-populated. The owner can update task information, add and delete task entries as necessary.

Defining Task Durations

Access the Task Group Template - Duration page (Set Up CRM, Common Definitions, Task Management, Task Group Template, Task Group Template).

Use this page to specify a duration for each task. If the task type requires a start or end time (for example, meetings), you must enter these fields. The specific fields that appear on this page are dependent on the task type. This tab appears only when you select Change Management, HelpDesk, Strategic Planning or Support from the Application Usage field.

Note. For Strategic Planning, the system validates the required fields. For example, Start Time and End Time are required for meetings. The system, however, doesn't validate fields for other application usages.

Offset Days

This field appears only if you selected HelpDesk, Strategic Planning or Support in the Application Usage field.

Enter the number of days that are added to the plan start date to derive the task start date. The task end date is derived from adding the Duration Days to the task start date.

Duration Days, Start Time and End Time

Enter the number of days a task should take as well as the start and end times for each task.

Start Use Code

This field appears only if you selected Change Management in the Application Usage field.

Select one of these values to indicate when a task should start:

Current Phase Start
Next in Sequence
Prior Phase Start
Prior Task Start

Managing Tasks

This section lists common elements and discusses how to:

Set task defaults.
Enter additional filtering criteria.
View task lists.
Create tasks or update task details.
Add persons.
View or update task notes.
Link transactions to a task.

Common Elements Used in this Section

History

The History drop-down list box displays a list of the task management pages that you accessed during the current session. Select a listed page to transfer to that page.

Pages Used to Manage Tasks

Page Name	Definition Name	Navigation	Usage
My Tasks	RB_TSK_MY_TASKS	My Tasks, My Tasks	View the list of tasks that are assigned to you. You can select a task and view its details or add a task.
My Tasks - User Preferences	RB_TSK_PREF_SEC	My Tasks Click the Preferences toolbar button in the My Tasks component.	Set defaults for tasks that you create and for how the My Tasks list appears.
Task Details	RB_TSK	Click a listed task on the My Tasks page. Click the Add Task toolbar button on the My Task page. Select a task type and click the Add Task button on the My Tasks page.	Create a task or update task details.
Task Repeating Options	RB_TSK_REPEAT_SEC	Click the Options button next to the Repeats field on the Task Details page.	Specify the frequency with which a task repeats. This page is accessible only if you select the Show Repeating Options check box for the task type on the Task Type page.
My Tasks - Notes	RB_TSK_NOTE	Select the Notes tab on the Task Details page.	View or add notes to a task.
Related Objects for the Task	RB_TSK_TXNS	Click the View or Link Related Objects link on the Task Details page.	Link related transactions to a task.

Viewing Tasks

Access the My Tasks page (My Tasks, My Tasks).

Note. The My Tasks component has its custom setup for populating the grid with tasks and meetings, and it does not support the automatic grid population options that are available in the Configurable Search Setup (RB_FILTER_DEFN) component. The only grid initialization option that the My Tasks component supports is Do not populate the grid, which is also its default option.

When you access the My Tasks page, items of the grid are displayed based on the default filter that appears in the Tasks field. When you select a different filter, the system populates the grid with items that meet the new filter criteria.

Toolbar

Folder Counts

Click to show the number of active tasks in each personal folder. The folder count appears as a number in parentheses after the folder name. Folder count values will only be recalculated when this button is clicked.

Folder counts do not appear for the Group, Direct Reports, My Sales Team,or Delegated folders.

Options

Click to access the My Tasks - User Options page, where you can choose the default filter, default folder, and transaction type for the task list, or delegate your tasks.

Formatting Conventions for Folders

Folder names have these formatting conventions:

Orange highlight indicates the currently selected folder.
Click the Folder Counts toolbar button to display task counts for folders. A number in parentheses after the folder name indicates the total number of active tasks in the folder. Folder counts will only be updated by clicking the Folder Counts toolbar button.

If you move the cursor over the folder name, pop-up text lists the number of unread entries in addition to the total number of entries.

Folders

My Tasks	Click to display task entries owned by or assigned to the user that have not been moved to other folders. You can move task entries into personal folders from the My Tasks view. You can also move tasks from any previously created personal folder back to the My Tasks folder or to another personal folder.
All My Tasks	Click to display all task entries from the My Tasks folder and any personal folders that you have created.
Direct Reports	Click to display only the task entries of your direct reports (as defined on the worker record). This folder appears only if the current user has direct reports. When you use the direct reports view of your task list, the Direct Report drop-down list box appears so that you can further filter the list to display only entries for a specific person whom you supervise, or for all direct reports at once.
My Sales Team	Click to display only the task entries of your sales team. This folder appears only if the current user is a sales manager (as defined by the Territory Tree). When you use this view of the task list, the Team Member drop-down list box appears so that you can further filter the list to display only entries for a specific person on your team, or for all team members at once.
Group Tasks	Click to display only task entries that are associated with a provider group to which you belong. This folder appears only if the current user belongs to at least one provider group. When you use the group tasks view of your task list, the Provider Group drop-down list box appears so that you can further filter the task list to display only entries for a specific provider group to which you belong, or for all provider groups at once.
Delegated	Click to display only task entries that have been delegated to you. This folder appears only if you have task items delegated to you from other users. When you use the delegated view of your task list, the Delegator drop-down list box appears so that you can further filter the task list to display only entries for a specific person whose tasks have been delegated to you.

My Folders

Add

Click to access the My Tasks - Add Folders page, where you can name and create a new personal folder.

Edit

Click to access the My Tasks - Manage Folders page, where you can rename or delete a personal folder. Note that you cannot delete a folder that contains one or more active (open) tasks.

This button only appears if you there is at least one personal folder to manage.

<Folder Name>

Click to view the contents of a personal folder.

My Tasks

The task priority indicator appears as a column on the left of this grid if the default priority is not assigned to the task. The task type icon appears in the column immediately to the left of the subject column.

See Defining Task Priorities, Defining Task Types.

Use the following field to filter which tasks should be included in the search results:

Tasks

Select a filter to view only tasks that meet the filter criteria. The available filters are:

All Open Tasks
Meetings This Week
Meetings Today
Overdue Tasks
Tasks This Month
Tasks This Week
Tasks Today
Tasks Tomorrow

By default, all open tasks, appointments, and meetings appear in the task list. You can click the Options button to select a different default filter.

The search results (task list) grid displays the relevant tasks that fit the filter criteria for the search that has just been executed, and includes these fields:

Priority	Displays the task priority
Type	Displays the task type of the task.
My Status	Indicates whether the task is assigned to you and whether you accepted or rejected the task.
Task Status	Indicates the task status.
Contact	Displays the primary contact for the task or meeting.
Owner	Displays the task owner.

In addition to the search results, the following actions may be performed on any of the search results:

Complete	Click this button to complete the selected task(s).
Reassign	Click this button to reassign the selected task(s). This button is enabled in all folders except the Group Tasks folder. Before a Group Task can be reassigned, one of the group members must take ownership.
Take Ownership	This button is only enabled when viewing the Group Tasks folder. When clicked, it will set the task owner to the currently logged in user.
Move To, Go	Move the selected task(s) to any other personal folder (My Tasks or any user-defined folder). The Move To drop down list and corresponding Go button are only visible when in My Tasks or other personal folders.

A new task may be created by using the following fields:

Task Type	Select a task type for the task you wish to add.
Add Task	Click to add a task of the selected type.

Entering Additional Filtering Criteria

Expand the Search region of the My Tasks page.

Enter one or more search criteria to filter the results by the criteria entered. To modify the columns that appear in the My Tasks grid, click the Personalize Filter link. On the Personalize Search Settings page, select or clear the check box for the appropriate column.

Task Status prompt	Click to display a list of task statuses. Choose one or more statuses to filter the task list by those statuses.
Show in Results	Select one or more roles to display only tasks for which you have the selected roles.
Personalize Filter	Click to access the Personalize Search Settings page, where you can modify the columns that appear on the My Tasks grid.

Setting Task Defaults

Access the My Tasks - User Options page (click the Options toolbar button in the My Tasks page of the My Tasks component.)

Use this page to personalize how tasks and calendar items appear in the My Tasks component and to set defaults for tasks that you create. The Default Filter option controls which tasks appear in the task list when you first access the component.

Note. You can also set these defaults under My Personalizations, General Options.

My Tasks

Default Filter	Select the filter to determine the type of transaction that you want to see when you first access your task list for a particular browser session.
Default Folder	Select the folder that you want to see when you first access your tasks for a particular browser session.

Note. Changes to either of these settings will only appear on the My Tasks page after logging out and back into the system.

Delegates

Use the Delegated By [Name] grid to delegate your task entries to another worker or to a provider group for a specified period of time. Supervisors may also delegate the task entries of their direct reports. When tasks are delegated to another worker, he or she will see your tasks in the Delegated folder on his or her My Tasks page.

Start Date	Specify the start date for task delegation.
End Date	Specify the end date for task delegation.
Task List	Indicate the task list whose items you wish to delegate. Note. This field only appears for supervisors, and allows them to define delegation of their own tasks, the tasks of one of their direct reports, or the tasks of all of their direct reports.
Delegate Type	Indicate if you are delegating tasks to a provider group or to an individual.
Name	Specify the name of the provider group or of the individual to whom you wish to delegate the tasks.
Task Type	Indicate the task type that you wish to delegate.
Read Only	Select this option to allow the delegated provider group or individual read-only access to the tasks. Note. A sales manager will have owner access even for tasks delegated to his team members with read-only access.
Include Private	Select this option to allow the delegated provider group or individual access to your personal tasks. Note. A supervisor may not delegate the personal tasks of a direct report.

Use the Delegated By Supervisor grid to view any delegation of your tasks that has been made for you by your supervisor. Workers cannot change these entries: they may only view them.

Creating Tasks or Updating Task Details

Access the Task Details page (click a listed task on the My Tasks page).

Task Details

Subject	Enter the meeting subject that appears on the My Tasks list.
Task Type	Select a task type if you access this page from the toolbar. If you access this page from the My Tasks page, the system displays the task type you select on the My Tasks page.
Status	Select the status of the task from the list of available statuses: Cancelled, Completed, In Progress, and Open.
Private	Select to permit only the task owner to access task details.
Start Date, Start Time, End Date, and End Time	Enter the starting and ending dates and times of the task. Note. If a task already has a start date and an end date, changing the start date (or start time) will also change the end date (or end time) by an equal amount (to maintain the original duration of the task). You may change this defaulted end date or time value, if desired.
Provider Group	Enter the name of the provider group that owns this task. A task must be associated with a provider group or an individual owner (or both). Note. This will only be visible on a task if the corresponding Task Type definition has been configured to display this field. If this field is not visible for a particular task, a value in the Owner field will be required.
Owner Name	Enter the name of the individual task owner. The owner might not actually perform the task, but is responsible for task completion. If the task is also associated with a provider group, then only members of that provider group will be available as choices for the owner: otherwise any worker may be selected as an owner.
Repeats	Select the reoccurrence frequency for the task.
Options	Click to access the Task Repeating Options page (RB_TSK_REPEAT_SEC) configure the settings for the repeating task.
View or Link Related Objects	Click to link a company, lead, opportunity, or partner to the task. This link appears only if View or Link Transactions was selected on the Task Type page. Clicking this link accesses the Related Objects for the Task page (RB_TSK_TXNS) where you can search for and select objects to link to the task. Note. If you select a company, lead, opportunity, or partner on the Related Objects for the Task page, the name appears as a link above the View or Link Related Objects link. If you click the name of the company, lead, opportunity, or partner, the system takes you to the page where the object was originally established. If a company has one or multiple contacts, the system still takes you to the Company page.

The label of this grid changes depending on the task type. As delivered, the label is Invitees for the Meeting task type and Assigned To for task types Activity, Approval, and Mtg.

The systems displays different information in this section based on how you configured the Task Type page. You can add this grid to add task types or modify the labels using the Task Type page.

Display Name	Enter the name of the person to whom the task is assigned or who is invited to the meeting.
Reassign	Click to replace the meeting invitee with another contact. The system sends the new invitee an email. The system removes the task from the original invitee's task list.
Create	Click to create the meeting invitee as a contact in the CRM system. For invitees who are not available in CDM, the Create button is presented for you to add the invitee as a contact using Quick Create. Note. If CDM integration is enabled, the duplicate prevention logic is triggered when you click the Create button. The Evaluate Duplicate Person page appears if it finds duplicate entries that resemble the contact you are about to add. You can select an existing match from the list that returns, or choose to create a new person record for that invitee in CDM.
Role	Select the person's role. The company name that the person represents appear in the list, as well as other roles the person has, such as Individual Consumer.
Status	Indicates the status of the task assignee: Assigned, Accepted, or Declined.
Attendance	Select Absent or Attended. This field is available only if you select Record Attendance on the Task Type page.
Invitation Type	Select whether the invitation is Mandatory, FYI, or Optional for the invitee. This column appears only if the Show Invitation Type field is selected for this task type on the Task Type page.

Contacts

Primary

Select to indicate that the contact who is listed in the row is the primary contact for this task. There is only one primary contact for a task, and the primary contact name appears for the task when it is listed on the My Tasks page.

Adding Persons

To add a person to either the Invitees grid or the Contacts grid, enter a first and last name below the grid and click the Invite or Add button.

If the first and last name do not uniquely identify a person, the Search For Contact page appears. Select one or more listed persons and click Select.

The selected persons are added to the task and you are transferred back to the Task Details page. You can also enter new search criteria or return to the Task Details page without making any selections.

The task owner and assignee can reassign the task by changing the person name in the assignee box.

See Also

Setting Up Task Management

Viewing or Updating Task Notes

Access the My Tasks - Notes page (select the Notes tab on the Task Details page).

See Working with Notes and Attachments.

Linking Transactions to a Task

Access the Related Objects for the Task page (click the View or Link Related Objects link on the Task Details page).

When you select a transaction type, the text that appears next to the Add Transaction button changes to reflect the transaction type.

Primary	Select to designate that this is the primary transaction that is associated with the task. The system displays this task on the Task Details page in the field above the View or Link Related Objects link.
Transaction	Select a transaction type.
Add Transaction	Select to choose a transaction from a list of transactions for the selected transaction type.

Viewing Calendars

This section discusses how to view calendars.

Pages Used to View Calendars

Page Name	Definition Name	Navigation	Usage
Daily Calendar of <name> Weekly Calendar of <name> Monthly Calendar of <name>	RB_TSK_CALENDAR	My Calendars Click the Daily, Weekly, or Monthly toolbar buttons. My Tasks Click the My Calendar toolbar button. Click the Daily, Weekly, or Monthly link.	View or update a calendar.
Daily Team Calendar of <name> Weekly Team Calendar of <name> Monthly Team Calendar of <name>	RB_TSK_CALENDAR	On the daily, weekly, or monthly calendar, click the View My Team's Calendar link.	View calendar entries for other individuals.
Another's Calendar for <name>	RB_TSK_CAL_SRCH	On the daily, weekly, or monthly calendar, click the View Another's Calendar link.	Search for another person to view his or her calendar.
Provider Group Calendar of <name>	RB_TSK_CALENDAR	On the daily, weekly, or monthly calendar, click the View Provider Group's Calendar link.	View a provider group's calendar.
My Calendar - Options	RB_TSK_PREF_SEC	My Calendar Click the Options button on the toolbar in the My Calendar component.	Set the default calendar view (daily, weekly, or monthly).

Viewing or Updating Calendars

Access the Daily [or Weekly or Monthly] Calendar of <name> page (My Calendars. Click the Daily, Weekly, or Monthly link).

See Using Calendars.

Viewing Another Person's Calendar

Access the View Another's Calendar for <name> page (click the View Another's Calendar link on the daily, weekly, or monthly calendar).

Select the Person's Calendar to View

Search for the person whose calendar you want to see. You can click a person's name to view their calendar or refine the search criteria and search again.

Show in Results

Select one or more listed relationships. Only those persons who meet the search criteria and have the selected relationships to you appear in the search results.

Code	Enter a code to identify the task priority.
Default	Select one priority as the default for all tasks.
Active	Select to indicate that this task priority is active. Only active priorities are available to assign to tasks.
Image Name	Select the image that represents the priority visually. If defined for a task priority, the image appears on the My Tasks list for each task that has that priority.