This chapter covers the following topics:
Use the Task tab to view, create, and edit tasks. Tasks are your day-to-day activities related to customers, leads, and other sales-cycle events. You can use the Calendar button to access a Daily Task summary, listing your tasks occurring between specified start and end dates.
The Task tab displays all of your tasks, or tasks that have been assigned to you.
Note: Oracle Sales Offline does not support recurring tasks.
The task number is generated after synchronization.
Note: If Flexfield functionality has been implemented for a task, the Flexfield name, field, and Flexfield button are displayed.
Click Calendar to access a Daily Task Summary. This summary displays all of the tasks that have a start date of a specified day, or within a date range.
When you are using Oracle Sales Offline in conjunction with Oracle Sales, the following conditions apply:
The Start Date and Due Date fields are displayed in the Create Task/Task Details page. Based on the profile Task Manager : JTF Tasks Default Date Selected, these fields will be mapped to the Planned, Scheduled and Actual Date type rows displayed in Oracle TeleSales.
Only related contacts of the header-source Organization in Oracle Sales will be downloaded from Oracle Sales to Oracle Sales Offline. Any contact added to the Task in Oracle Sales which does not have a contact relationship to the header-source Organization of the Task in Oracle Sales, will not be downloaded to Oracle Sales Offline.
The References tab in Task Details will not automatically populate reference rows. On synchronization, the newly created task and the reference rows will automatically be created in Oracle Sales and the appropriate reference rows are synchronized to the Oracle Sales Offline task. You have the option of adding additional rows in Oracle Sales Offline.
For example, if you select a contact, Brenda Johnson@ Business World, the references for the contact Brenda Johnson and organization Business World are automatically generated by the online applications after you synchronize.
Assignments Tab
The Assignments tab in Oracle Sales Offline will not automatically populate any assignment rows. With the next synchronization, the assignment's owner row for the new task is automatically created in the online sales application, and the owner row is synchronized to the Oracle Sales Offline task record. The owner of the task is the Oracle Sales Offline user who created the task. You may add additional assignee rows in Oracle Sales Offline.