Activities in Exo Business CRM

The Activities view displays all Tasks and Appointments in Exo Business. You can display activities in a simple list or in a calendar.

Note: The Activities view is a separate window or a Dashboard widget that you can add 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 an activity.

Right click on an activity and select:

Postpone Tasks - 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 for the selected day display 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.

You can create new activities by:

Clicking the New button.
Double clicking on a time slot on the calendar to create an activity at that time.
Right-clicking 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 menu to configure options for the Calendar View:

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