X2Actions
Users can view their own tasks, activities, and to-do lists, as well as actions made public by colleagues.
You can opt to display an overview-type list of event titles, assignments, and their dates within the ‘list view,’ or to display more detailed information within the ‘grid view‘. Choose your view type from the button menu along the top of the action list, highlighted in a green box.
Users can opt to view Today’s Actions, All My Actions, or Everyone’s Actions, by selecting a view option from the left column menu, highlighted in blue.
Filter the list to view ‘incomplete‘, ‘complete‘, or ‘all‘ actions. Select the filter from the drop down menu highlighted in purple.
Clicking on a specific action will lead to a page detailing task description, priority level, status, due date, contact info and other such pertinent data. If you are viewing a completed action, you may also uncomplete it by clicking the uncomplete button near the bottom of the detail view.
A simple overview of actions can be seen in the ‘my actions’ widget, located in the right hand column of each module, highlighted in the red box.
When a task is overdue, it automatically will be categorized under ‘today’s action’. When a task is incomplete or its deadline has not yet approached, it will remain in either ‘today’s actions’ or ‘all my actions’.
To complete a task click ‘complete,’ highlighted in the blue box, and it will be recategorized to the new status. Alternatively, click ‘complete + new action,’ highlighted in orange, to immediately create another new task at the time of task completion.
Additional comments can be added in completion notes.
From this screen you can schedule new tasks. Enter an action name and a detailed description, set the due date, create a department association type, assign the task to an associate and set its priority. Make the directive public or private.
Set a reminder for the action. Set the time of the alert and indicate who should receive it. This is highlighted in green.
The user can backdate the creation of the event, in cases where the date the event was assigned happens to not be the date the event was created within X2CRM. This is highlighted in the blue box.
From this screen you can schedule new tasks. Enter an action name and a detailed description, set the due date, create a department association type, assign the task to an associate and set its priority. Make the directive public or private.
Set a reminder for the action. Set the time of the alert and indicate who should receive it. This is highlighted in green.
Also available is the option to backdate the creation of the event, in cases where the date the event was assigned happens to not be the date the event was created within X2CRM. This is highlighted in the blue box.
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