Activities allow users to schedule meetings (Events) and track business related Tasks. With AdvoLogix Activities can be related to Matters and automatically scheduled using business process automation features such as Action Plans or Process Builder.
Events are used to track meetings with clients, courts, and other business related engagements. Events are assigned to a specific user, date and time and may optionally be setup to recur over a period of time.
Events appear in personal calendars and when related to other records (Contacts, Matters, etc) also appear in the related list section of the underlying record.
Tasks are used to track a clearly defined unit of work, assigned to a specific user. Tasks are assigned to a specific user with start and completion dates and are kept updated with their current status.
Tasks appear in personal task lists and when related to other records (Contacts, Matters, etc) also appear in the related list section of the underlying record.
3. Activity Automation
AdvoLogix provides several business automation tools to assist organizations with the process of automatically creating and assigning activities. These tools allow organizations to design and stage workflow processes based on virtually any criteria. The two most common tools are:
For more information on choosing the best way to view activities see our chapter on the working with calendars in AdvoLogix.