Introduction
This manual describes the features available in the Activities module and serves as a guide for managing, organizing, and tracking activities within the system.
What is the Activities module?
Activities are follow-up tasks linked to records within the MIDLA Platform database.These activities help organize pending actions, perform follow-ups, and record interactions across the different system modules.
System Objective
The objective of the Activities module is to centralize all activities generated from the Chatter to make tracking, organization, and completion easier.System Navigation
My Schedule
The My Schedule section centralizes all activities assigned to the current user.
Figure 1. Main interface of the Activities module
From this section, you can:
Allows you to view assigned activities that still require an action or follow-up.
Makes it easier to review completed activities and maintain a follow-up history.
Allows you to detect overdue activities in order to prioritize their resolution.
Makes it easier to prioritize tasks according to their deadline.
Allows you to quickly access the associated record and continue the corresponding follow-up.
This section provides a general overview of how the module works. To explore each tool, process, and feature in more detail, continue with the next sections of the documentation.