Activities
Main menu for all activities (admin). Can be added to the main menu. Possible to add listviews.
The following parameters are mandatory for the activities:
| Field | Description |
|---|---|
| Type | Types are custom, and can be set up in record types (there are some standards which can be used). You can also set default status for activity types. For example the activity type call has default status closed. |
| Account | All registered accounts are available in the drop down list. |
| Assignee | You can choose assignee in the dropdown list. All contacts that are either agents or has main account as the chosen account, are in the drop down list. If left blank the creator will be set as the assignee. |
| Name | There is no need for a unique name for each activity. |
| Key | The key is automatically generated based on the selected account. |
| Reporter | You can choose reporter in the dropdown list. All contacts that are either agents or has main account as the chosen account, are in the drop down list. |
Priority  | Priorites are custom, and can be set up in priorities (there are some standards which can be used). Default priority can be ticked off in priorities. If no default priority is set, the order in the priority column will be used. |
| Created time | Automatically generated when the activity is created. |
| Status | Statuses are custom, and can be set up in statuses (there are some standards which can be used). The available statuses varies depending on where you are in the workflow. The link between statuses and workflow are set in workflow in the admin menu. |
The following parameters are optional for the activities:
| Field | Description |
|---|---|
| Project | The project must already exist on the account, and available projects will be found in the dropdown list. Once a project has been added to an activity, it can not be removed or edited. |
| Notes | Free text field. |
| Due date | Due date can be set in the drop down calender. If a date is not selected, either left open or the current date will be filled out e.g. if the activity is set to be automatically closed. |
| Asset | The asset must already exist on the account, and available assets will be found in the dropdown list. |
| Closing reason | Closing reasons are custom, and can be set up in resolutions (there are some standards which can be used). |
| Closing description | Free text field. |
We recommend to use list views to structure the different activities if activities is set up in the menu.
Example:
Workflow: Workflow types for tasks. Standard values are set for each task.
Timeline: Overview of all timelines for tasks.
Attachments: Overview of attachments used in issues, activities etc.