Schedule Activity Management

Scheduled activities are scattered across records and hard to follow. This module gathers them in one Activity Management app with a dashboard, lists, kanban, tags and history. Team members and managers use it on top of the standard chatter activities and Sales. Activities can be marked done or cancelled with their state tracked, and notifications go out on the due date. Reports show activity counts by type and deadline.

1. 1

   Open the dashboard

   In Activity Management > Dashboard the user sees activity counts by state for himself or his team. Cards show overdue, today and planned items. It is the starting point of the daily follow-up.

   • Menu: Dashboard
   • Counts by state
   • User or team scope
2. 2

   Browse all and my activities

   The All Activity and My Activity menus list activities in list, kanban and form views. Users filter by type, deadline and state. My Activity is restricted to the user's own items.

   • Menus: All Activity, My Activity
   • List, kanban, form
   • Filter by type and deadline
3. 3

   Schedule an activity

   From the activity form the user picks the document, activity type, assignee and due date and presses Schedule or Save. Chaining fields can suggest a next activity. The activity appears in the dashboard and the chatter of the record.

   • Buttons: Schedule, Save, Discard
   • Fields: Activity Type, Due Date, Assigned to
   • Chaining suggestion
4. 4

   Mark done or cancel

   Buttons Mark as Done, Done & Schedule Next and Done & Launch Next close an activity. A separate action cancels it. The state changes to done or cancelled and the record stays in the history instead of being deleted.

   • Buttons: Mark as Done, Done & Schedule Next
   • Cancel action
   • State kept in history
5. 5

   Tag activities

   In the tags menu the user creates activity tags with a colour. Tags are attached to activities for grouping and search. They appear in list and kanban views.

   • Fields: Tag Name, Color
   • Many-to-many on activities
   • Shown in kanban
6. 6

   Configure notifications

   Settings offer Notify on Due Date and Notify on Expiry. A scheduled action emails the assignee when an activity reaches its date. The administrator can switch each alert on or off.

   • Setting: Notify on Due Date
   • Setting: Notify on Expiry
   • Scheduled action
7. 7

   Review activity reports

   The reporting and history menus show activities by type and deadline, including finished ones. Managers use them to check workload and delays. Access is given to the Schedule Management User group.

   • Report by type and deadline
   • History menu
   • Group: Schedule Management User

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