Activities Dialog Box (Workflows)
Use the Activities dialog box in Workflow Settings to create an activity, such as schedule a meeting or arrange a phone call, that will be triggered when a workflow event occurs.
- Related Topics:
- Display the Create Activities Dialog Box (Workflows)
You display this dialog box in Workflow Settings. - Activities Overview Tab (Workflows)
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. - Activities Files and Links Tab (Workflows)
Use the Files and Links tab to upload, view, and store files that are related to the current activity record. You can also add URLs, email addresses, and links to files and graphics.
Parent Topic: Fields and Options