Activities in EXO Business CRM

The Activities view in EXO Business CRM displays all Tasks and Appointments in the EXO Business system. Activities can be displayed in a simple list, or on a calendar interface.

Note: The Activities view is available as a separate window and as a Dashboard widget that can be added to the EXO Business CRM interface.

List View

Selecting the List View option displays all Tasks and Appointments in a simple list. Tasks are highlighted green; Appointments are not highlighted.

You can select a pre-defined view from the Views dropdown to filter the list.

Double-click on an activity to edit it.

Click the New button to create a new activity.

Right-clicking on an activity provides the following options:

Postpone - applies to Tasks only. Delays the activity by a specified amount of time.
Mark as completed - sets the activity's Status to "Completed".
Selected Items > Export to Outlook - synchronise the specified activities with Microsoft Outlook.

Calendar View

Selecting the Calendar View option displays Tasks and Appointments in a calendar view similar to the Task Scheduler in the EXO Business core module.

Appointments appear on the calendar, while Tasks are listed in the section below.

Note: By default, only Appointments for the logged in user appear on the calendar - you can display other users by right-clicking on the calendar and selecting Resources layout editor.

Double-click on an activity to edit it.

The Calendar view offers several options for creating new activities:

Click the New button.
Double-click on a time slot on the calendar to create an activity at that time.
Right-click on a time slot on the calendar to create an activity at that time. The right click menu also contains options to create an all-day activity or a recurring activity.

Setup Options

Select Setup Calendar from the Tools dropdown to configure options for the Calendar View:

You can specify the days and times worked in your organisation, and set up the time zone(s) that your organisation is in.