Viewing Activities and Tasks
You can view Activities using the following methods:
- Open the Task Manager and double-click (Windows/Mac OS X) or tap (iOS/Android) the Activity Text of any Activity.
- Open the, weekly or daily Calendar view and double-click or tap the coloured bar representing a particular Activity.
- Print the Personal Calendar report to screen, and click or tap the Start Time or Activity Text of any Activity.
- If an Activity has been created from or attached to another record (e.g. a Sales Order or Invoice), open that record and then open the Workflow Manager from that record to gain access to the Activity.
- Users that have access to the System module can open the Activity register to view all the Activities that have been entered to the database.
In each case, the 'Activity: Inspect' window will be opened, allowing you to view the details of the Activity and to change it if required.
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Activities and Tasks in Standard ERP:
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