How do I create a new activity?
article ID: 2023200
You can create activities, for example a telephone conversation, e-mail, and meetings in the program. This allows you to easily see who is responsible for the activity.
Activities can be registered within several different modules in the program; from the contact module, activities module and the project module.
How to create a new activity:
In the activity module
Select View - Activity - New activity.
In the contact module:
Select View - contact – Activity list. Choose the tab Activities and click New (CTRL + Shift + N).
In the project module:
Select View - Project – Project register. Choose the tab Activities and click New (CTRL + Shift + N).
Query word: Activity, create activity, activities