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
- Create the calendar
- Create sharing rules for the calendar (by default no one has access)
- 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):
Click change, and select Public Calendars & Resources
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).