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DealerTeam

Tasks vs Events

Goal

Tasks and Events both make up an object called Activities. Learn the difference between the two.

 

Task

Tasks are a point in time (no duration) record of an activity, such as a logged call. Tasks can be set in the future and have due dates and statuses. Tasks with high priority are marked with a red flag.
 
Note: Tasks do not have start or end times.

 

Examples of tasks:

  • A list of phone calls you need to make.
  • An email that needs to be sent.
  • Send a follow up letter.

 

Task Location

Tasks can be found on the home screen or from the app launcher.

 

Home

Tasks are located in the My Tasks component on the home screen.

 Tasks vs Events-Home page task.png

 

App Launcher

View task record details page by using App Launcher.

  1. Click the App Launcher icon.

Tasks vs Events-App Launch.png

 

  1. Type <Tasks> in the search area.
  2. Click the Tasks link.

Tasks vs Events-Type and Click Tasks.png

 

Task Record Details

Tasks vs Events-Task Record detail.png

 

Event 

A calendar event is scheduled for a specific day and time. Events have a start and end time. They can have invitees. Appointments by default do not have a status but can be marked show or no show. They show up on your calendar as a time block to represent the duration. When an event passes the end time it automatically drops off your calendar.

 

Examples of events:

  • Sales Appointments
  • Scheduled Conference Calls
  • Scheduled Meetings

 

Event Location

Events can be found on the home screen or from the app launcher.

 

Home

Events are located in the Today's Events component on the home screen.

Tasks vs Events-Home page event.png

 

App Launcher

View the Event Calendar by using App Launcher.

  1. Click the App Launcher icon.

Tasks vs Events-App Launch.png

 

  1. Type <Calendar> in the search area.
  2. Click the Calendar link.

 Tasks vs Events-Type and Click Calendar.png

 

Event Calendar

Tasks vs Events-Event Calendar.png