There are two types of activities: Tasks and events.
Tasks are used to represent to-do items or actions such as phone calls, emails, physical mailings, and so on. Tasks have a scheduled due date, with an optional reminder at a specified time.
Tasks are moved from “Open Activities” to “Activity History” when the task status is “Closed”:
The below task “Call” is status “Completed”, therefore it is displayed under activity history. If the task’s status was not “Closed” (as shown above), then it would be listed under open activities.
Assigning Multiple Users to Tasks
When you create a task, you can assign the task to multiple users. Note that this actually creates a duplicate task record for each user; it does not assign a single task to multiple users. The resulting tasks are not linked in any way.
Events are used to represent scheduled meetings, similar to appointments in your Outlook calendar. Events have a scheduled start and end time.
Events are moved from “Open Activities” to “Activity History” when the start time of the event is in the past. For instance, if an event starts at 1:00PM and ends at 1:30PM, then it will appear under open activities until 1:00PM, and will appear in activity history after 1:00PM.
Associating Activities to Custom Objects
Activities can be associated to most standard objects. In order to link an activity to a custom object, you must ensure that the “Allow Activities” checkbox is enabled within the object properties:
|To-do Items (Phone Calls, Emails, etc.)|
|Due Date w/ Reminder|
|Activity History when Status "Closed"|
|Appointments (e.g. Outlook Calendar Entry)|
|Specified Start & End Time|
|Activity History when Start Time has Passed|