Ray Carnes, Almácera, Valencian Community, Spain
Activities support use cases like "I need your help / permission" and "I need someone to remember to do this"
- available with all Apps
- access via the CLOCK icon at the top of the UI
- manage small chunks ( < 15 minutes) of work
- often completed in a single step
- always assigned to a single person
- can be delegated
- become part of the Chatter once completed
- integration only with the originating document needing the Activity
- Only audit trail is completion
Tasks support use cases like "We need to get this done" and "Lets schedule some time to complete this"
- available only with the Project App
- accessed via a Task Menu
- manage longer chunks ( > 15 minutes) of work
- often take multiple steps to complete
- assigned to nobody, or one person, or many people
- can be delegated
- stay as Tasks and support Activities of their own
- integration with other Apps - Sales, Timesheets, Documents, Field Services, Human Resources
- Full audit trail - creation, delegation, stage changes, completion