Activity Management (3%)

Question 1

What are the two types of Activity?

Answer 1

1) Task

2) Event

Question 2

What do Tasks represent?

Answer 2

To-do items or actions e.g.
phone calls
emails
physical mailings

Tasks have a scheduled due date, with an optional reminder at a specified time.

Question 3

Task Completion: When are Tasks moved from “Open Activities” to “Activity History”?

Answer 3

When the task status is set to “Closed”

Question 4

Assigning Multiple Users to Tasks

Answer 4

When you create a task, you can assign the task to multiple users

Note that this actually creates a duplicate task record for each user; it does not assign a single task to multiple users. The resulting tasks are not linked in any way

Question 5

What do Events represent?

Answer 5

Scheduled meetings, similar to appointments in your Outlook calendar

Events have a scheduled start and end time.

Question 6

Event Completion: When are Events moved from “Open Activities” to “Activity History”?

Answer 6

When the start date of the event is in the past

e.g. an event starts at 1:00PM and ends at 1:30PM, it will appear under open activities until 1:00PM, and will appear in activity history after 1:00PM.

Question 7

Associating Activities to Standard / Custom Objects

Answer 7

Activities can be associated to most standard objects

In order to link an activity to a custom object, you must ensure that the “Allow Activities” checkbox is enabled within the object properties:

Question 8

Task vs Event

Answer 8

Task:
Todo item (e.g. phone call, email…)
Due date with reminder
Activity history when status is closed

Event:
Appointments (e.g. Outlook Calendar entry)
Specified start & end time
Activity History when start time has passed