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Calendar and Activities > Managing Calendars and Activities > Viewing Activities
Viewing Activities
Oracle CRM On Demand keeps your activities in the forefront by showing them on several pages:
- My Homepage
My Homepage contains separate lists for your appointments and tasks, sorted by date.
- Calendar
The Calendar pages show your appointments as they would appear in an appointment book, opened to today’s schedule. You can review other days by using the monthly calendars on the right or by clicking the 1, 7, and 31 icons above the appointments to see the desired calendar view.
The Daily and Weekly Calendar pages also show a list of up to ten of your tasks for the next 30 days (Due Date <= Today +30), sorted by the due date by default.
- Detail page for record types, such as Accounts, Contacts, and so on.
The Detail pages can contain related information sections that show the activities that are linked to a specific record. The following table describes the related information sections that you might see for activities in a record Detail page. In all cases, you see only the records to which you have visibility.
List
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Records Displayed
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Activities
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- The linked tasks on which the completed date is blank.
- The linked appointments on which the completed date and time are later than the current date and time.
- The linked tasks on which the completed date and time are earlier than the current date and time.
- The linked appointments on which the completed date and time are earlier than the current date and time.
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Completed Activities
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- The linked appointments on which the completed date and time are earlier than the current date and time.
- The linked tasks on which the completed date and time are earlier than the current date and time.
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Open Appointments
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The linked appointments where the value in the Completed Date field is not in the past.
NOTE: If the Completed Date field is not populated by the user who creates the appointment, then it is automatically populated with the same value as the End Time field of the appointment.
When an appointment’s completed date is reached, the appointment is removed from the Open Appointments list and becomes part of the Completed Activities list. The information in the Open Appointments and Completed Activities related information sections of the parent record's Detail page is updated when the page is refreshed.
The records in the Open Appointments list are sorted by the date and time in the Start Time field, with the appointment that has the earliest start date and time appearing first in the list.
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Open Tasks
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The linked tasks that do not have a value in the Completed Date field or a status of Completed, provided that your company uses the default set of values for the Status field.
NOTE: When a task is marked as completed, the Completed Date field is automatically populated with the date and time in the time zone of the user who marks the task as completed. Users can also populate the Completed Date field on a task manually. When the Completed Date field on a task is populated, the task is removed from the Open Tasks list and is included in the Completed Activities list.
The information in the Open Tasks and Completed Activities related information sections of the parent record's Detail page is updated when the page is refreshed.
The records in the Open Tasks list are sorted by the Due Date field, with the task that has the earliest due date appearing first in the list.
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Open Activities
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A combination of the Open Appointments and Open Tasks lists.
NOTE: The records in the Open Activities list are sorted by the Completed Date field. Records on which the Completed Date field is blank appear at the bottom of the Open Activities list. Therefore, open tasks appear at the bottom of the Open Activities list, after all open appointments. If you do not want the related open tasks and open appointments on a record Detail page to appear in this order, then it is recommended that your company administrator adds the Open Tasks and Open Appointments related information sections to your record Detail page instead of the Open Activities related information section.
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About Managing Tasks
One way of managing tasks is to prioritize them by importance or urgency. You prioritize a task by assigning it a level, such as 1-High, 2-Medium, or 3-Low. The task priority is indicated by arrows: an up arrow for high priority, no arrow for medium priority, a down arrow for low priority. You change the priority level of a task on the Task Edit page. The default priority for a task is 3-Low.
TIP: Tasks appearing in red in the Open Tasks section of My Homepage, the Daily Calendar page, and the Weekly Calendar page are past their due date. Tasks that are past their due date do not appear in red in other pages such as the list page that opens when you click Show Full List in the Open Tasks section of My Homepage.
NOTE: If your company administrator changes the display values for the Priority field from the default values (for example, from the default value of 1-High to a value of Highest), then Oracle CRM On Demand does not display arrows in the Priority field for the task lists unless your company administrator uses the following patterns: 1-label, 2-label, or 3-label, where label is the name that your company administrator gives to the task priority. In this case, Oracle CRM On Demand displays an up arrow for 1-label, no arrow for 2-label, a down arrow for 3-label, and no arrow for any other display values. For example, Oracle CRM On Demand displays an up arrow for a value of 1-My Highest, but it displays no arrow for a value of My Highest. Oracle CRM On Demand displays no arrows for any custom values that your company administrator adds to the picklist for the Priority field. For more information about changing the default values for picklists, such as the Priority field, see Changing Picklist Values.
For information about the Group Task List tab, available for companies that use the Group feature, see Viewing Group Task Lists.
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