Help
General | Account & Billing | Contact Management | Permissions | Opportunities | Activities | Notes | Files | Emails
What are Activities?
Activities are an easy way to remember to get things done. You can add activities for yourself, or your colleagues and get notifications when they are due etc.
iCal export/How do I use activities with my favourite calendar application?
Tactile CRM offers a way for you to view your entire calendar, or individual events within you calendar application using the ical file format.
Individual activities can be downloaded as iCal files, simple by clicking on the 'Download activity as an iCal File' link within the activities box on each activity:
Subscribing to you entire activity feed is just as easy, simply follow the steps below:
- Click on the preferences link in the top right of the screen
- Scroll to the bottom of the page and click on the 'Generate New Calendar Key' button
- Use the link it provides in your calendar application and get keep up to date with meetings and activities you have
You can even share the link with colleagues if you want them to be able to see what you are doing and when you have free time.
If you ever want to change the link, simply press the 'Generate New Calendar Key' button and the link will change. This can be useful if you think somebody has got your key that you don't want to view you calendar anymore (say when a member of staff leaves).
Early in the morning on days with activities due, you will get an email letting you know what needs doing. The email will also contain any overdue activities you might have. To make things even easier, we provide a link next to each one in the email so you can quickly view all the details.
How do notifications work?
Notifications are automated and sent as follow:
- If somebody adds a new task for you
- If somebody edits a task assigned to you
- If sombody (un)completes a task assigned to you
How does the "Date" property work?
The data associated with an activity are all self explanatory: today and tomorrow are handy shortcuts that prefill the date field for you, while "choose a date" lets you enter any date you like (in 'DD/MM'YY' format). Activities can optionally be given a time, or left just as a date. Select 'later' for things that you know you need to do but are not time dependent.
How do I change the 'Type' options?
Anybody with an administrator account can go into the 'Admin' area and update/add activity types.