Setting up Activities

Prioritize your day and maximize productivity with activity management. With SAP's activity management key capabilities, activities are marked for every interaction that is made with the customer.

With the Activity Manager, you can:

• Manage appointments directly from Calendar.
• Prepare for upcoming appointments using Appointment Insights and Relationship Intelligence.
• Schedule both meeting and phone calls making scheduling events more user friendly and consistent with other external applications.

With the Task Manager, Sales Representatives:

• Can manage all tasks from an easy to use New Task Manager application.
• Can keep focus on Active and Overdue tasks with two separate task views My Day and My Planned.
• Effortless use the One-Click-Task creation and completion.
• Perform action-oriented Phone Calls and Emails Tasks with predefined leading actions.

As a prerequisite, administrators must create business roles and assign business users to the necessary business services to use appointments and tasks using the Administrative Console.

• For Appointments the administrator can configure General Settings and then Appointments/Categories.
• For Tasks the administrator can configure General Settings and then Tasks/Categories.
• For Calendar the administrator can configure Card Colors.

The administrator will find all the activity settings needed to add to the business service:

• appointmentservice to the business role to activate appointments.
• activitymanagementservice and appointmentservice to the business role to activate list view of appointments.
• taskservice to the business role to activate tasks.
• activitymanagementservice and taskservice to the business role to activate list view in tasks.

Administrators can now define Default duration, Category, and Priority when appointments are created. The current default duration when an appointment is created is 1 hour, the default category will be set to Meeting, and the Priority will be set to Urgent.

This provides your administrator the flexibility to user's default values to prepopulate the business user's appointments. However, if the business needs require a new default, then Duration, Category, and Priority can be set by:

• Navigating to User Menu
• Choosing Settings
• Selecting All Settings
• Finding Appointments
• And then utilizing the General Settings.

An administrator can create new appointment categories in addition to the default categories meeting and outbound phone call.

Here you can set the default Start Date and Time of the task when created, the Category of the Task, and the Priority.

• Users can now maintain their own default settings for managing Defaults in Task Create, Default filters for My Day and My Planned. This would override the administrator defaults set in the system configuration.
• Sales representatives can customize the task manager as per their needs, using the defaults created by their administrators.

1. By default, the Categories are:
   • General Task
   • Outbound Phone Call
   • Email
2. By default, the Priorities are:
   • Immediate
   • Urgent
   • Normal
   • Low

An administrator can add new default categories and priorities, if necessary. To change configuration of Tasks General Settings: Go to All Settings → Tasks → General

An administrator may need to add new task categories, in addition, to the default categories general, outbound phone call, and email.

In order to create new Task Categories,

1. Navigate to User Menu, Choose Settings and then All Settings
2. Find and choose Tasks
3. Select Categories and then plus icon to create a new category
4. Enter the Code and Description
5. Save your changes

To delete an existing custom category, select the delete icon in Actions.

• Appointment Priority is now allowed as a parameter to be configured for coloring calendar card.
• Sales representatives can customize the calendar card colors using priority or category.

To begin configuring the calendar using card colors, the administrator will:

1. Navigate to All Settings
2. Find and choose Calendar
3. Choose Card Color
4. Select the plus sign to customize
5. Select Activity Type, Parameter, Parameter Value and Color.

If your business needs to add a new category to appointments, this simulation will show you how to configure appointments.