There is a rule: You can open in eWay-CRM only such a task that is also saved in your MS Outlook (you need to be its solver or delegator). These overviews in the item windows have partially only informative character. Similarly, you can track tasks for other items in eWay-CRM, e.g. On Project or Deal window you will find tasks of all users working on the project.

If you haven't turned on Enable Extended Tasks Functionality, the Task tab in the User window displays all tasks that the user solves or has delegated. For more information about correct task assignment, can be found in Task Assignment and Loss of Supervision.

Microsoft Outlook allows you to work with the task that was not accepted. If the solver did not accept the task but work on it, the status in eWay-CRM will not be updated. This list shows all tasks, even those that are not saved in eWay-CRM.ĮWay-CRM shows task statuses from Microsoft Outlook, but it can happen that status of the task in Microsoft Outlook is different than in eWay-CRM. Each task can be opened for details if you haven't assigned the task to anyone, you can even edit it. There you can see a list of all tasks that are related to the user's email address that is tracked in MS Outlook (as solver or delegator).

The basic one that will probably use every user, is the tasks overview in MS Outlook which can be displayed by the Task button in the menu bar of MS Outlook (left bottom). You can look at tasks from different perspectives. eWay-CRM Task module is closely related to the MS Outlook Task module, so you are creating a list of tasks that are accessible from MS Outlook and from eWay-CRM too.

It is a module that enables you to assign all activities that are necessary for finishing the project or for securing regular contact with your customers. Important: Microsoft Outlook Tasks module is used when Enable Extended Tasks Functionality setting is turned off.

Microsoft outlook tasks