Work and projects – Calendar and tasks
Settings > Work and projects > Calendar and tasks
Here you can find general features regarding activity management.
Use activity confirmations.
When the feature has been activated, a checkbox will be displayed in the calendar event and task window.
Confirmed and not confirmed activities can be filtered in the work report.
For example, you can filter out a list of confirmed tasks and create an invoice based on time spent.
In addition, you can use automatic confirmation for tasks sent using the smart inbox function, so you don't have to confirm these tasks manually.
Use activity points.
When the feature has been activated, you can add value points to different activities. For example, a call to a new customer gives 5 points, a meeting 10 points, etc.
For example, this can be used as a bonus system for the sales team.
Go to Settings > Work and projects > Activity types and click on the name of an activity to set points.
The sum of points can be displayed in the work report.
Order of autosuggest fields.
Here you can set what's visible, and also set the order of suggested filds – which linking is suggested first, if ticked as visible, when creating a new event or task. Just drag the order according to your linking.
Did this article help you?
Thank you for your feedback!