Review and Edit Tasks and Appointments in the Activities Work Area

Use the Activities work area to review all of the appointments and tasks you own and where you are listed as a resource. For example, you can review which tasks and appointments are due today or what activities are scheduled for a particular account. You can edit a task or an appointment directly from the list of activities or in the context of any of the records the task or appointment is associated with.

Here's how to review your list of appointments and tasks:

1. Click Activities on the home page.

2. In the Activities landing page, click in the search field and select a saved search as your starting point. Oracle provides you with several predefined saved searches:

   Saved Search	What You Get
   My Activities	All of the appointments and tasks where you are a resource, including closed tasks and past appointments.
   My Appointments	All appointments where you are a resource, including past appointments.
   My Open Activities	All of future appointments and open tasks where you are a resource. An open task is a task that's not started, in progress, or on hold.
   My Open Tasks	All open tasks (not started, in progress, or on hold).
   My Overdue Tasks	Overdue open tasks where you are listed as a resource.

3. Find the task or appointment in the list generated by the saved search that you selected. You can:

   • Filter the activity by date and other values. For example, here's how to see activities due today:

     1. Enter date in the search field.

     2. Select the Due Date filter from the list.

     3. Select Today.

   • Search for the activity in the list by keyword. For example, you can enter the name of the account or contact and press Return.

   • Group search results by priority, status, or by contact and other criteria using the Group By field.

   • Change what attributes display in search results: Click More Actions (the three dots next to the Group By field) and select Manage Columns.

   • Change the display order of your results using the controls at the top of each column.

4. You can edit appointments and tasks directly from the list by clicking Action > Edit.