Actions

Users can conveniently view their own tasks, activities, and to-do lists, as well as those made public by their colleagues.
 


 

Action List View

  • You can opt to display a broader overview-type list of event titles, assignments, and their dates within the ‘list view,’ or to display more detailed information within the ‘grid view‘. Choose your view type from the button menu along the top of the action list, highlighted in a green box in either case.
  • Users can opt to view Today’s ActionsAll My Actions, or Everyone’s Actions, by selecting a view option from the left column menu, highlighted in blue.
  • Filter the list to view ‘incomplete‘, ‘complete‘, or ‘all‘ actions by selecting the filter from the drop down menu highlighted in purple.
  • Clicking on a specific action will lead to a page detailing task description, priority level, status, due date, contact info and other such pertinent data. If you are viewing a completed action, you may also uncomplete it by clicking the uncomplete button near the bottom of the detail view.
  • A fast and simple overview of actions can be seen in the ‘my actions’ widget, located in the right hand column of each module, highlighted in the red box.
 

 

Overdue and Incomplete Actions

  • When a task is overdue, it automatically will be categorized under ‘today’s action’. When a task is incomplete or its deadline has not yet approached, it will remain in either ‘today’s actions’ or ‘all my actions’.
  • To complete a task click ‘complete,’ highlighted in the blue box, and it will be recategorized to reflect its new status. Alternatively, click ‘complete + new action,’ highlighted in orange, to immediately create another new task at the time of task completion.
  • Additional comments can be added in completion notes.
 

 

Create Action

  • From this screen you can schedule new tasks. Enter an action name and a detailed description, set the due date, create a department association type, assign the task to an associate and set its priority. Make the directive public or private.
  • Set a reminder for the action. Set the time of the alert and indicate who should receive it. This is highlighted in green.
  • Also available is the option to backdate the creation of the event, in cases where the date the event was assigned happens to not be the date the event was created within X2CRM. This is highlighted in the blue box.
 

 

Actions within Record Pages

  • From this screen you can schedule new tasks. Enter an action name and a detailed description, set the due date, create a department association type, assign the task to an associate and set its priority. Make the directive public or private.
  • Set a reminder for the action. Set the time of the alert and indicate who should receive it. This is highlighted in green.
  • Also available is the option to backdate the creation of the event, in cases where the date the event was assigned happens to not be the date the event was created within X2CRM. This is highlighted in the blue box.
 
Phillip Kershow