Activity Homepage
You can use the activity homepage to manage all of the events and tasks for a specified entity. The activity homepage provides you with a calendar view of all scheduled events and a list of all tasks that are scheduled for the corresponding time period. You can change the time period for tasks and calendar events separately on the activity homepage. For example, you can display the calendar events for the current work week and display a list of the tasks that are scheduled for the current day.
The Activity Homepage program (P01312) enables you to:
View your own calendar and view the calendar of other users or entities.
You can view the calendar by day, week, or month.
View overdue tasks.
Use the quick add function to add tasks.
Add events to a calendar.
Delete tasks or events.
Mark a task as completed.
When you access the Activity Homepage form, the system displays the default calendar type for the signed-in user, which you set in the processing options. To change the calendar type that the system displays, you can enter a different calendar type in the View Activities For portion of the form and click Find. You can also use this portion of the form to view calendar information for another user.
You can also use the Activity Homepage form to quickly review, update, and add events to a calendar, or add tasks to a user. The bottom portion of the form displays tasks that meet the search criteria of the selected query. Available queries include:
All tasks.
All tasks due in the last 7 days.
All tasks due in the next 7 days.
All tasks due today, both open and closed.
All open tasks.
All overdue tasks and tasks due today.
The system also displays in red in the header of the task portion of the form the number of tasks that are overdue. From this form you can select the task and update the status or the due date if necessary. You can also use the quick task add function to add a task to a user. The quick task add function enables you to quickly create a task by completing only these fields:
Subject
Address Book (Optional)
Task Type
End Date
Finally, you can use the Activity Homepage form to add events to your calendar or to the calendars of other users. You can also create tasks for yourself or other users. The ability to add activities from the homepage enables you to review your calendar and schedule the task or event accordingly.