Task

Changes the status of the task to Completed.

This button is available if the task has the Open or Processing status.

Changes the status of the current task to Completed, creates a task that has the same settings as the current one, and assigns Open status to the new task.

The system opens the new task in a pop-up window and inserts a link to the completed task in the Parent Activity box of the new task.

This button is available if the task has the Open or Processing status.

Cancels the task, changing its status to Canceled.

This button is available if the task has the Draft, Open, or Processing status.

The task summary, which can be used as its identifier.

When you save a task, the summary description is also displayed on the form title bar as the subtitle.

A check box that indicates (if selected) that a reminder is set for the task. To define the date and time for this reminder, use the Remind At box.

The date and time when the reminder should be sent.

This box appears and becomes required only if the Reminder check box is selected.

The type of the entity that is associated with the activity.

This box is empty by default.

You can select the type of the entity related to the event from the following predefined list of entity types:

• AP Document
• Appointment
• AR Invoice/Memo
• Business Account
• Campaign
• Case
• Contact
• Customer
• Employee
• Equipment
• Expense Receipt
• GL Batch
• Landed Cost Document
• Lead
• Marketing List
• Mass Email
• Opportunity
• Payroll Employee
• Project Issue
• Project Quote
• Purchase Order
• Purchase Receipt
• Request for Information
• Route Document
• Sales Order
• Sales Quote
• Service Contract
• Service Order
• Shipment
• SO Shipment Picking Worksheet
• Subcontract
• Submittal
• User
• Vendor

The entity of the selected type that is associated with the activity.

This box becomes available and required when the Related Entity Type box is filled in. If you change the type of entity in the Related Entity Type box, this box becomes blank, and you can select an entity of the newly selected type.

You can select an existing entity of the selected type by clicking the magnifier button; this opens the lookup table with the available records of the selected type.

If this entity is selected, you can click the Open button to the right of this box to open a new browser tab with the entity on the appropriate form.

If you select or change the related entity on the current form and the data entry form of this related entity has an Activities tab, the summary information about the activity on the current form will be copied to this tab of the data entry form. For example, if you associate the activity is associated with a specific lead, on the Activities tab of the Leads (CR301000) form, the system adds a row with the summary information about the current activity. If you change the entity selected in this box, the current activity will no longer be associated with the entity previously selected in this box.

The summary of the parent task for this task, which is also a link. If you click the link, the system opens the parent task in a pop-up window.

The system filled in the box if the current task is a follow-up task that was created from another task by clicking Complete and Follow Up on the form toolbar of the current form.

The project associated with this task (or the non-project code indicating that this task is not associated with any project defined to the system).

The box is available only if the Project Accounting feature is enabled on the Enable/Disable Features (CS100000) form.

The particular project task with which this task is associated. You can select only a project task of the selected project. If you select a project that has the default project task, this task is automatically populated in the column.

The box is available only if the Project Accounting feature is enabled on the Enable/Disable Features form and the project selected in the Project box.

The cost code with which this task is associated to track project costs and revenue.

The box is shown if the Cost Code feature is enabled on the Enable/Disable Features form.

The status of the task.

Select one of the following options:

• Open (default): The task has been created, and further revisions are not expected.
• Draft: The task has been created, but further revisions are expected.
• Processing: The processing of the task has been started.
• Canceled: The task has been canceled.
• Completed: The processing of the task has been finished.

The priority level of the task: Low, Normal, or High. These levels are used for informational purposes only; no specific functionality is associated with them.

Contains a menu with commands that correspond to the list of activity types configured on the Activity Types (CR102000) form.

By clicking a menu command, you open the Activity (CR306010) form in a pop-up window, which you use to create an activity of the corresponding type. The following commands are available by default: Create Note, Create Chat, Create Escalation, Create Message, Create Phone Call, and Create Work Item.

The cost code of the project task associated with the activity related to the task (if any).

The column is shown if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form.