Use the Overview tab to enter details for the workflow activity, including the activity name, description, related dates, stakeholders, and a variety of other characteristics of the activity.
When
This set of field information contains information about an activity's start and end dates, reminders, recurrence patterns, whether or not the activity is an all day event and if it is private, and how the activity should be shown (Busy, Tentative, or Free) in Calendar.
| Field | Description |
|---|
| Start Date
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Select the start date and start time for the activity.
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| End Date
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Select the end date and end time for the activity.
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| Reminder
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Select this option and the timeframe if you want to receive a reminder at a specified time prior to the start of the activity.
You can choose to receive email activity reminders, pop-up activity reminders, or both. You can change the way you receive activity reminders at any time. To change the way you receive activity reminders, click
My Preferences on the toolbar and select the General tab. In
Remind Me About Activities, specify the type of reminders you wish to receive.
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| All Day Event
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Select this option if the activity will last for an entire day. When you select this option, the activity start time displays as 8:00 AM and the activity end time displays as 5:00 PM. However, you can change these times, if necessary.
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| Private
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Select this option if you want the activity to be classified as private. Details for a private activity can be viewed only by the attendees of the activity. If you are an attendee of a private meeting, the actual subject line displays on the Activity dialog box and you can open the activity and edit it based on your calendar access rights.
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| Repeats
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If the activity is recurring, specify the type of recurrence as well as the end date for the recurrence:
- None: There is no recurrence (default).
- Daily: Select this option to repeat the activity on a daily basis. The Daily options allow you to specify the number of days as well as every day or only weekdays.
- Weekly: Select this option to repeat the activity on a weekly basis. The Weekly options allow you to specify the actual week and days of the week for the activity.
- Monthly: Select this option to repeat the activity on a monthly basis. You can specify the actual date, week, and month for the activity to repeat.
- Yearly: Select this option to repeat the activity on a yearly basis. You can specify the actual year, date, week, and month for the activity to repeat.
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| Show Time As
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Select an option that indicates how participants' time is classified, such as
Busy or
Tentative, on their calendar for the duration of the activity.
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| Location
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Enter the location where the activity will occur.
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| Type
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Select a descriptive type for the activity, such as
Meeting or Teleconference. The type of the activity determines whether it displays in the calendar.
To define activity type options, use the Activity Type List in
. See your system administrator for information about adding values to this list.
|
| Priority
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Select a priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
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| Notes
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Enter any notes related to the activity. You can use the text editor to enter text directly in this field. After a note is entered and saved, a
 displays in the grid row to indicate a note for the activity. If no notes are entered, a
 displays instead. Click the icon in the grid row to open the Notes dialog and enter details.
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Stakeholders
Use the Stakeholders fields to assign the attendees and firms that are related to the activity. Stakeholder refers to any person or business entity that is involved in an activity. Stakeholders can include your company's employees as well as external contacts, clients, vendors, and their associated firms.
| Field | Description |
|---|
| Attendees
|
The Attendees grid lists all the attendees and their associated firms who are scheduled to participate in the activity. Attendees include both contacts and employees. Click
+ Add Attendees to specify the attendees to assign to this activity. As a rule, the first contact you add to the attendees list is the primary contact; however, you can change the primary designation at any time. By default, the person who creates the activity is the Owner. You can also change the owner to a different employee if you wish. Click the
 arrow and select
Make Primary or
Make Owner to change the status as needed.
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| Firms
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A firm is any type of business or entity external to your company, including clients, vendors, government agencies, trade associations, and competitors. Click
+ Add Firms to specify the firms to assign to this activity. If this is the primary firm associated with the activity, click the
arrow and select
Primary. If the status changes and the firm is no longer primary, you can click the arrow and remove the primary status or select another firm as the primary. Only one firm can be designated as primary.
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Associations
Use the Associations fields to select project and marketing campaign hub records that you want to associate with the activity. If your administrator has created user-defined hubs with activities, then lookups to those hubs also appear in this section.
| Field | Description |
|---|
|
|
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| Project
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Click the
arrow and select the project that is associated with the activity. You can type part of the project name or number to quickly find it in the list. Click the blue, underlined name to display the info bubble that contains information about the project.
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| Marketing Campaign
|
Click the
arrow and select the marketing campaign that is associated with the activity. You can type part of the name or number to quickly find it in the list. Click the blue, underlined name to display the info bubble that contains information about the marketing campaign.
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