About Activities

You use activities to organize, track, and resolve a variety of tasks, from finding and pursuing opportunities to closing service requests. If a task requires multiple steps that one or more people might complete, then activities simplify the job. Activities can help:

• Define and assign the task.

• Provide information to complete the task.

• Track the progress of the task.

• Track costs and bill for the task.

The major advantages of breaking down a task into one or more activities include:

• The ownership of the problem can remain at the management level, when required.

• The employee looking at assigned activities can identify only the required information.

• Reporting is simplified.

• Activities can be assigned to more than one person.

Activities are used to represent tasks in many situations such as scheduling and recording meetings, appointments, and interactions with customers and prospects. If one task leads to follow-up tasks, then you can associate follow-up activity records with a parent activity record.

Activities can be viewed in several different locations, including the following:

• My To Do List in the Activities screen. This list shows all the user’s activities, regardless of status. Access this list by navigating to the Activities screen and choosing My To Do List from the visibility filter.

• My To Do’s in the Calendar screen. This list displays a subset of the data that appears in the My To Do List in the Activities screen, activities that have not been completed. For general information about using the Calendar screen, see Siebel Fundamentals.