Activities, tasks, and schedule items

This section describes how to use NexJ CRM to create and manage the following:

Activities — Activities tabs in other workspaces You can also see activities in other locations in NexJ CRM. You can see activities associated with a specific lead in the Activities tab on the Leads workspace.

Tasks — A task is a type of activity, assigned to one or more users, that does not need to occur at a defined time. The Tasks workspace enables you to leverage search and filter capabilities, display more information in a larger working space, and manage tasks. For example, you can add a follow-up task on the Tasks workspace when further actions are required by one or more users after a meeting with a contact. You can then modify the task as required and, when the task is done, mark the task as completed.

Schedule items — The Schedule workspace is a visual representation of your and other users’ schedules. You can manage schedule items in the main calendar and open schedule items to retrieve information. A schedule item is a type of action item that has defined start and end times, such as a meeting or phone call.

You can copy text and paste it into the Notes field for an activity, task, or schedule item. When your cursor is in a Notes field, you can press Ctrl+V to paste copied text from your clipboard into the Notes field or right-click in the Notes field and select Paste.