how to managed task

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Posted on by P.Orlando

Hi everybody

I have a question. I see that that are two types of task in Dynamic Business Central. The task associate the interaction and personal task.

I prefer use personal task because are more easy to complete and you can see with color red if your task is expired.

What is your opinion about it? 5732.Immagine.png

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Bilal Haider 414 on at

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Hi,

With task I suppose that you mean user tasks.

User tasks are the tasks that we create to remind ourselves or to assign something to other user. After completion of that task it can be marked as completed.

Interaction is on the other hand a communication with a contact using email, call etc. After interaction we can convert it to an opportunity if response is positive.

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Bilal Haider 414 on at

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Please elaborate if you mean something else.

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Community Member on at

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Patrick,

Adding to Bilal's reply... Task Management allows users to organize campaigns, marketing and sales tasks. They can create to-do lists that can be linked to contacts and/or campaigns. They can assign tasks, composed of several to-do's, to other users or teams of users recorded in the program. The No. of To-dos windows allows users to view existing to-dos by Number of To-Do's, Contact Numbers involved, or grouped by campaign, salesperson, team or contact.

I agree that when a User logs in they should see their To-Do's and with the Activities tiles (shown below). They can setup predefined Views on the Task List page (2nd pic).

Hope the information helps.

Happy New Year,

Steve

Don't forget to help the community by verifying the answer if your question has been answered. It will let others know that the topic has verified answer.

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P.Orlando 50 on at

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Yes but I'm working for a small medium company, there are a lot of things that are not useful for me. I think that i will continue with user task because are simple to use and i can see the expired activities. Thanks for reply.

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