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Calendar and Activities

Calendar and Activities

Use the Calendar pages to review, create, and update your activities and to review and update your planned calls.

An activity consists of tasks you need to accomplish before a certain date and appointments you want to schedule for a specific time. Tasks and appointments can be meetings, calls, demonstrations, or events. The difference between tasks and appointments is that tasks appear in a task list and have a due date and status, whereas appointments are scheduled on your calendar with a specific date and time.

A planned call is a Life Sciences specific call that you create with a status of Planned in order to tentatively have a place holder for a sales call to a physician, hospital, or clinic. Planned calls appear on the calendar and in the Planned Calls section on the Calendar pages.

The color coding that is used in the Planned Calls section on the Calendar pages is determined by the theme that you use, as follows:

• Overdue planned calls with a start date that is in the past appear in the color that your administrator selects for the alert text in the theme.
• Upcoming planned calls with a start date that is in the future appear in the color that your administrator selects for the page links in the theme.

Planned calls are not visible by default on your calendar. To see planned calls on your calendar, your user role must include the Life Sciences privilege Calls: Calendar Planned Calls.