Forms Used to Manage Activities

Form Name

FormID

Navigation

Usage

Search for Activities

W01300A

Foundation Calendar (G01A), Activity View

Search for events and tasks.

Add Activity

W01301D

Click Add Activity on the Search for Activities form.

Access the Add Activity form to:

  • Add activities.

  • Enter assignees and associations for activities.

  • Enter recurrence information for activities.

  • Include attachments for activities.

Edit Activity

W01301D

From the Search for Activities form, select the activity.

Review or update an existing activity, enter recurrence information, or manage assignees.

Activity Homepage

W01312A

Foundation Calendar (G01A), Activity Homepage

Use the activity homepage to:

  • View calendar events and tasks, including those that are overdue, for a specified entity.

  • Add an event to a calendar.

  • Use the quick add function to create a task.

  • Mark tasks and events as completed.

  • Delete tasks or events from a calendar.