Use the Create Activity action to create an activity, such as schedule a meeting or arrange a phone call, when a workflow event occurs. You can create these actions for user initiated workflows or scheduled workflows.
This action is available only if the
Vantagepoint CRM application is installed.
To create a create activity action:
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In the Navigation pane, select
or select
.
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On the User Initiated Workflows form or Scheduled Workflows form, use the drop-down list in the header field to select the hub or other area, such as employees or billing terms.
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In the Workflows grid (or Scheduled Workflows grid), select the workflow row (event) to which you want to add the action.
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In the Actions grid, click
.
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On the Overview tab of the Activities dialog box, select the type of activity, such as
CRM Call or
Weekly Project Meeting, from the first drop-down list.
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To set the date and time, reminder, recurrence interval, location, and priority of the activity, or to enter notes about it, complete the other fields on the Overview tab.
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To upload, view, or store files that are related to the activity, or to add URLs, email addresses, and links to files and graphics for the activity, complete the fields on the Files & Links tab.
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Click
Save.
The action that you created is now listed in the Actions grid of the User Initiated Workflows form or Scheduled Workflows form.