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Activity

Posted May 6th, 2009 in Certified Administrator and tagged , , , , by John Coppedge

Compare and contrast Tasks and Events

Tasks Events
Use a single date entry Use a date/time entry for both start and end
Represent to-do items (including phone calls) or emails Represent calendar items
Can have an associated reminder pop-up Can have an associated reminder pop-up
No recurring functionality built in Can have recurring series of events (if setting is enabled)
Tasks marked as completed when status of record is changed to completed Event marked as completed when the end time of the event is passed by the current time

 

Manage Public Calendars and Resources

Pro+

Customize –> Activities –> Public Calendars and Resources

  1. Create the calendar
  2. Create sharing rules for the calendar (by default no one has access)
  3. Mark the calendar as active

Sharing rules must be established for access to be granted to users.

A resource can be invited to a meeting, and the calendar will reflect this usage.

See “Managing Public and Resources Calendars”.

 

How to view public calendars and resources

Pull up the calendar view (you can access this by clicking the day, month, or yearly view from your page):

image

Click change, and select Public Calendars & Resources

image 

 

Identify and describe the Activity Settings

  • Task Fields
  • Task Validation Rules
  • Task Triggers
  • Task Buttons and Links
  • Task Page Layouts
  • Task Record Types
  • Event Fields
  • Event Validation Rules
  • Event Triggers
  • Event Buttons and Links
  • Event Page Layouts
  • Event Record Types
  • Activity Custom Fields
    • Defined custom fields apply to both tasks and events
  • Activity Search Layouts
  • Activity Buttons
  • Public Calendars and Resources
  • Activity Settings (default on)
    • Enable Group Tasks
    • Enable Sidebar Calendar Shortcut
    • Enable Creation of Recurring Events
    • Enable Activity Reminders
    • Enable Spell Checker on Tasks and Events
    • Enable Email Tracking
    • Show Event Details on Multi-User Calendar View
    • Enable Multiday Events

 

Describe the capabilities of Multiday Events

Not to be confused with “All Day Events”, a multiday event is an event that lasts longer than 24 hours – this includes an “All Day Event” that stretches over more than 1 day.  Multiday events cannot be synchronized with Outlook.  Multiday events must be enabled (Activities Settings).

4 Responses so far.

  1. KeerthanaNo Gravatar says:

    HI,

    I have a doubt in the tasks and events comparison.Tasks do have recurring functionality rite?
    Please let me know.

    Thanks,
    Keerthana

  2. John CoppedgeNo Gravatar says:

    Hi Keerthana,

    Recurring tasks did not exist when this guide was written (Winter 08). However, that functionality was added in Summer 09: http://forcecertified.com/2009/07/20/summer-09-training/

    Thanks for pointing this out. Cheers,

    John

  3. keerthanaNo Gravatar says:

    Thanks for your clarification.

  4. SrinivasNo Gravatar says:

    Hi,

    Is there any guide available with latest information like the features added since this guide was written

    Thanks
    Srinivas

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