What is the Activities Module?

article ID: 1003578 

With the Activities module you have a complete overview of all activities that are registered in Mamut. Regardless of which contacts or projects that the activities are linked with.

The Activities module can be accessed by selecting View - Activity – Activities list. Within the Activity list window that appears you can add new activities, edit existing items or close a completed activity.

When choosing different selection criteria you will get a better overview of activities that are registered, both in contacts and internal resources.

Activity filters:

  • Subject: Set the from date and the including to date, to show activities during that period
  • Status: Select which status the activities you want to display should belong to. You can also select All which deactivates the filter. By choosing Incomplete and the Update icon, all incomplete activities will show.
  • Type: Select which activity type the activities you want to display should belong to. The filter can also be deactivated by selecting All, or you can select (None).
  • Responsible: Select who is to be responsible for the activities shown in the window. The filter can also be deactivated by selecting All, or you can select (None). The latter will only show activities that have not been allocated to a specific person.

The changes in the filter aren’t shown until you click the Update icon, or press F5.

The different criteria can be set independently of each other. The list of activities that are shown at the bottom of the menu can be tailored as needed.

You can also set the Duration for activities in the tool bar. This will over ride the filters that are described above.

From both the contact card and the Project card you can see the activities that are associated with individual contacts and for each project.

 

Query word: activity, activity module, list, activity lists.