Understanding Activities

You create activities to manage your daily business operations. You can create two types of activities:

• Events

• Tasks

You create an event to record items such as meetings, phone calls to customers, and appointments. The system displays events on a calendar. You create tasks to record items that are not time-sensitive, such as research and preparation for meetings. The system does not display tasks on a calendar. Although you use the Activity View program (P01301) to enter both events and tasks, the system processes events and tasks differently. The system distinguishes between events and tasks by reviewing the Special Handling field in the UDC table for activities, 01/AC. Tasks are items in UDC 01/AC that have a value of 1 in the Special Handling field.

To create an event, you enter information such as a start and end date, a start and end time, an activity and type, and a priority. After you create an event, it appears on the calendar that you specify. To create a task, you enter much of the same information as you enter for events, with the exception that you do not enter a start and end time for tasks. In addition, tasks do not appear on calendar views. Tasks appear only on the Search for Activities form or the Task section of the Activity Homepage form.