Emails and Activities: To Create a Task

The following activity will demonstrate how to create a task.

Story

Suppose that you are David Chubb, a sales manager of the SweetLife Fruits & Jams company. Donna Coleman, a buyer at Yummy Supplies supermarket, is searching for a new supplier of fresh fruit and would like to meet you in order to discuss the company’s products and services. You need to prepare for the meeting with Donna and to create a task in the system that records the progress and the results of the preparation.

Configuration Overview

In the U100 dataset, for the purposes of this activity, the following tasks have been performed:

• On the Enable/Disable Features (CS100000) form, the Customer Management feature has been enabled. This feature provides the customer relationship management (CRM) functionality, including lead and customer tracking, as well as the handling of sales opportunities, contacts, marketing lists, and campaigns.
• On the Leads (CR301000) form, the Donna Coleman lead has been added to the system.

Process Overview

In this activity, you will create a task on the Activities tab of the Leads (CR301000) form.

System Preparation

Before you start creating a task, you should do the following:

1. Launch the MYOB Acumatica website with the U100 dataset preloaded
2. Sign in to the system as sales manager David Chubb by using the following credentials:
   • Username: chubb
   • Password: 123
3. Make sure that on the Company and Branch Selection menu, in the top pane of the MYOB Acumatica screen, the SweetLife Head Office and Wholesale Center branch is selected.

Step: Creating a Task

To create a task related to the Donna Coleman lead, do the following:

1. On the Leads (CR301000) form, open the Donna Coleman lead.
   Tip:

   To search for a record in a list of records, you can enter a keyword or phrase in the Search box of the table toolbar. The system will find all the records that match your search criteria and display these records in the table. For details, see Searching in MYOB Acumatica.
2. On the More menu, under Activities, click Create Task. The Task (CR306020) form opens in a pop-up window. Notice that in the Related Entity box, the Donna Coleman lead is specified.
   Tip:

   You open the More menu by clicking the More button (…) on the form toolbar.
3. On the Details tab, specify the following settings:
   • Summary: Preparing for the meeting with D. Coleman
   • Start Date: The current date
   • Due Date: The current date
   • Completion (%) (The percent of the task completion): 5
   • Reminder: Selected if you want a reminder about the task to be sent to you (as David Chubb, the owner of this task)
   • Remind At: The current date and any time in the near future, such as five minutes from now
   • Status: Processing
   • Priority: Normal
   • Category: Green
     Tip:

     Organizations can use these informational categories as they deem appropriate to help users prioritize tasks. For SweetLife, the Green category and highlighting in green means that the task is a usual planned work activity. The categories that can be used for events are defined on the Event and Task Categories (EP204040) form. The Green is one of the predefined categories, but others can be added to the form and selected for tasks.
4. In the text area, type: Prepare current price list and any discounts we can offer.
5. On the form toolbar, click Save and Close. The system closes the Task form and returns you to the Leads form.
6. Open the Activities tab. Notice that a row with the Task type is added to the table on the Activities tab of the Leads form for the lead.