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The [Activities] section

Use the Activities section of the bpm’online to optimize your working day management, create schedules, plan activities for other employees, track interconnections between activities and other system sections, and keep records of completed tasks.

Views

The section has several views:

  • btn_com_calendar_view.png – displays activities as an electronic day planner. Read more >>> 

  • btn_com_list_view.png – displays activities as a list of records. All list columns are described below in the context of the activity page.

  • btn_com_analytics.png – activity analytics. It displays charts, indicators and ratings that can be used to analyze activities.

Filters

There are several quick filters set in the section:

  • By date (the [Start] and [Due] fields) – the filter displays activities, which overlap with the specified time period. For example, if the activity time period is longer than the one specified in the quick filter and these time periods overlap - the activity will be displayed as a result of filtration.

  • By responsible employee (data in the [Owner] field and the [Participants] detail of an activity page).

Next

Calendar

Task page

General information

The [General information] tab

The [Participants] tab

The [Attachments and notes] tab

The [Feed] tab

Actions in the [Activities] section

See also

Integration with email services by the IMAP/SMTP protocol

Integration with the MS Exchange service

Integration with Google services

Video tutorials

Setting up and synchronizing contacts and calendars from Google

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