You can create events on different types of objects:
Three types of events are available: tasks, appointments and notes. Tasks and appointments can be viewed in the employee’s schedule in read-only mode. A modification can only be performed by double clicking on their sheet's schedule area.
If you create a new event from an Akuiteo module like Purchases, Third-Parties or Projects, the main information of the original module will be retrieved.
On the third-parties and linked business objects record sheets, the link to the event is visible from the Linked Event page.
To create a new event, open the Tools menu and select the event that you want: New task/New appointment/New report.
According to the confidentiality level of the event, you can indicate a level of rights to view the related-information.
This function allows you to create a new Event record sheet based on the previous event content. It is, for example, possible to create an appointment from a note or a task.
This function allows you to modify either the event's content, the type of event (appointment, task, note) without having to change the content.
Next time you create an event, it will automatically be considered as confidential. You will also be able to view confidential events.
You can say precisely the default categories in a note created from an appointment or an e-mail.
To do so:
The category is indicated by default.
2 user preferences are also available from Edit > Preferences > General.
When creating an event, Akuiteo will check if the user has set a preference. Otherwise, the default category will be looked for.