The Activity Workbench acts as a combined appointments diary and "to do" list. You can record activities (appointments or tasks) for yourself, or assign them to other users. Several programs throughout Coins ERP+ can generate entries in the workbench automatically as a result of other processes. Activities are also called actions.
If new activities are assigned to you, the indicator on your profile picture (in the page header at the top of the screen) shows the number of activities:
. If you hold the pointer over the image, the Activity Workbench popup menu shows the activities.
Activity Workbench Popup Menu
You can either:
Click Activity Workbench on the user menu. This opens the Activity Workbench in a new frame.
Click a link on the Actions menu. This opens the action in the Activity Workbench.
Activity Workbench
The workbench has different views and various filters, allowing you to see, for example, all tasks and appointments for today, all new (unread) tasks and appointments, all outstanding tasks, multiple day view and other users' activities.
On the Appointments and Tasks tabs, Coins ERP+ highlights overdue activities in red.
Coins ERP+ can update Microsoft Outlook® regularly with tasks and appointments from the Activity Workbench, so you can keep track of Coins ERP+ activities and entries from outside Coins ERP+ in the same place.
Configuration
To set up the different types of appointments and tasks, and the colours to use for different types of appointments on the Diary view, use Action Types.
To control which other users' activities each user can see in the Activity Workbench, use Activity Workbench Access Maintenance, or the Activity Workbench View and Activity Workbench Update fields on the Preferences tab of User Workbench.