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--- us:slobase:manual:c_modules:f_eventstasks [dd/mm/Y H:i]
mgregorc
+++ us:slobase:manual:c_modules:f_eventstasks [dd/mm/Y H:i] (Trenutna)
admin
@@ Vrstica 1: / Vrstica 1: @@
 ====== Activities ======
-Lists of [[..:..:manual:a_concepts:e_activities#tasks |tasks]] and [[..:..:manual:a_concepts:e_activities#events |events]] are accessed in two ways:
+Lists of [[..:..:manual:a_concepts:e_activities#tasks |tasks]] and [[..:..:manual:a_concepts:e_activities#events |events]] are accessed in two ways, by:
-  *a list of "[[..:..:manual:b_usage:d_loginpage#My Upcoming and Pending Activities]]" on home page or
+  *a list of "[[..:..:manual:b_usage:d_loginpage#My Upcoming and Pending Activities]]" on Home page or
-  *"[[..:..:manual:b_usage:d_loginpage#Key Metrics |Key Metrics]]" on home page.
+  *"[[..:..:manual:b_usage:d_loginpage#Key Metrics |Key Metrics]]" on Home page.
-Tasks and events are Activities entered into user's Calendar. These are meetings, calls or tasks that are seen with Account's Contact or with Potential at all.
+Tasks and events are Activities that can be normally found in user's Calendar. These are meetings, calls or tasks that occur mainly with Account's Contact or Potential.
-Tasks and events have time notice in order to plan Activities easier. Moreover additional information reffering event can be added, status of tasks can be attended and people who takes part can be invited.
+Tasks and events have time notice in order to plan Activities easier. Moreover, you may add general information about the event, monitor the status of completion and invite other people to it.
-<note important> All calls and meetings (events) are scheduled in user's Calendar. Tasks are not seen in Calendar.</note>
+<note important> All calls and meetings (events) are scheduled in user's Calendar. Tasks are not shown in Calendar.</note>
-<note tip>Activities' notes are not only for scheduling but also for writing all kinds descriptions referring to these activities (e.g. conclusions). Written conclusions are helpful when reviewing past Activities of certain Potential.</note>
+<note tip>Activities' notes are not only for scheduling but also for writing all kinds of descriptions referring to these activities (e.g. conclusions). Written conclusions are helpful when reviewing past Activities of certain Potential.</note>
 ==== Sequence of Activities ====
-Click //Save// after entering task or event. A new window opens.
+Click on //Save// button to transfer an Activity to the system. A new window opens.
-{{followup.png}}
+{{us:slobase:manual:c_modules:followup1.png|}}
 Select the following Activity or click //No//.
@@ Vrstica 23: / Vrstica 23: @@
 ===== Tasks =====
-Produs IO makes feasible to plan events. System user or system user group is always assigned for a task. Tasks can be alloted to other assigned user.
+Produs IT helps to schedule tasks. System user or system user group is always assigned for a Task. Other users can not be invited to a Task nor can more than one Contact be linked to a Task. Tasks can be transferred to others by changing the owner.
-Click //New task// on [[..:..:manual:b_usage:d_loginpage#sections | entry section]] to create a new task. A new page opens (see picture below).
+Click //New task// on [[..:..:manual:b_usage:d_loginpage#sections | entry section]] to create a new Task. A new window opens (see picture below).
-{{task.png?450}}
+{{us:slobase:manual:c_modules:new_task.png?450}}
-All the data can be entered on this page. Please note: always enter data into required field.
+Enter details for Task. Please note the entries into required fields.
   * Subject:
-Enter a name or a subject of task.
+Enter a name or a subject of Task.
   * Assigned To:
-System user that creates a task is assigned user selected automatically by Produs IO. Other system user or system user group can be selected. The task is written out in field "My Upocoming and Pending Activities" on home page of assigned user.
+System user that creates a task becomes an assigned user automatically. Other system user or system user group can be selected. Note that this will move the Task to the Upcoming and Pending Activities list at Home page of the new assigned user.
   * Related To:
-Event can be attached to existent Potentials and Contacts. Here, direct enters are not possible. The only option is to select data from already existent data in the system. Click on yellow folder icon beside. Event is also seen at selected Account and Contact respectively.
+Task can be attached to existent Potentials and Contacts. Here, direct entries are not possible. The only option is to select data from stored data in the system by clicking on yellow folder icon beside. Note that this will show the Task also at selected Account and Contact.
   * Send Notification:
-If this field is ticked off, the notification will be sent to:
+If this field is ticked off, the notification will be automatically sent to:
-- assigned user of a new task
+- assigned user of a new Task
-- assigned user of changed task
+- assigned user about changed Task
 - original user reffering to an end of task
 - previous and present assigned user reffering to a change of assigned user
   * Recurring Tasks:
-Repetition of tasks is feasible. Select Recurring Task (daily, weekly, every two weeks, monthly, every two months, etc.). When momentary task with selected Recurring Tasks is done, the system offers you a new form for entering next task with already selected date.
+Repetition of Tasks is feasible. Select Recurring Task (daily, weekly, every two weeks, monthly, every two months, etc.). When momentary task with selected Recurring Tasks is done, the system offers you a new form for entering next task with an already selected date.
-<note important> Only the first of repeatable task is shown on Opened tasks list.</note>
+<note important> Only the first of the repeatable tasks is shown on Opened tasks list.</note>
 Click //Save// after entering the data.
-<note tip>Click //Save and new// to create similar task. A new form with the same Subject opens. In this way is not necessary to enter all task's data.<note>
+<note tip>Click //Save and new// to create similar task. A new form with the same Subject opens. In this way it is not necessary to enter all task's data.</note>
 ===== Events: calls, meetings, e-mail, letter, fax, etc. =====
-Events can be entered into Produs IO in three different ways.
+Events can be entered into Produs IT in three different ways.
-<html>
+== 1. Enter directly on Potential ==
-<font size="+0,5">1. Enter directly on Potential</font>
-</html>
-Look up for certain Potential or other record reffering to event. Open it.
+Look up for a certain Potential or other record reffering to event. Open it.
-Detailed view of record opens (see page below).
+Detailed view of a record opens (see page below).
-//New event// is below record.
+//New event// can be found below record.
 {{si:slobase:manual:c_modules:detailviewoportunity.png?450}}
@@ Vrstica 74: / Vrstica 72: @@
-<html>
+== 2. Click "New event" for entering ==
-<font size="+0,5">2. Click "New event" for entering</font>
-</html>
-The second way of entering event is by clicking //New event// on [[..:..:manual:b_usage:d_loginpage#Področja | entry section]]. A new page opens to enter a new event (see form).
+The second way of entering an event is by clicking //New event// on [[..:..:manual:b_usage:d_loginpage#Področja | entry section]]. A new page opens to enter a new event (see form). The difference between the first and the second way of entering data is that here the data of Account is not transferred automatically. It has to be entered manually. Read more about how it can be done below.
-Razlika od prejšnjega načina je v tem, da se vam v tem primeru ne bodo izpisali podatki o stranki samodejno, temveč jih boste morali vpisati sami. Kako to naredite, si lahko preberete v nadaljevanju.
-<html>
+== 3. Enter directly into Calendar ==
-<font size="+0,5">3. Vnos neposredno v koledarju</font>
-</html>
-Tretji način je vnos dogodka neposredno v koledarju. Več o tem si lahko preberete v poglavju [[..:..:manual:c_modules:g_calendar]].
+The third way of entering data is to enter data directly into Calendar. More about this way can be read in the [[..:..:manual:c_modules:g_calendar]] chapter.
-==== Vnos dogodka ====
+==== Enter event ====
-Ne glede na to kateri način izberete, vedno se vam bo odprla **nova stran za vnos dogodka**, kot je prikazan na spodnji sliki.
+**new page for entering event**opens irrespective of the choosen way. See picture below.
-{{event.png?450}}
+{{us:slobase:manual:c_modules:event1.png?450}}
-V zgoraj prikazani obrazec lahko vnesete želene podatke. Obvezna polja so označena z zvezdico in jih je potrebno izpolniti, če želite vnos shraniti.
+Enter data into form (see picture above). Asterisk indicates required field. These fields have to be filled up in order to save the data.
-  * Zadeva:
+  * Subject:
-Tukaj vnesete naziv dogodka.
+Enter the title of an event.
-  * Zadolžen:
+  * Assigned To:
-Produs IO kot zadolženega določi tistega, ki dogodek vnese. Tukaj lahko iz seznama uporabnikov izberete zadolženega za ta dogodek. Po shranjevanju bo dogodek vpisan v koledarju in na vstopni strani zadolženega.
+System user that creates a task is assigned to it automatically. Other system user can be selected. After saving the event, the event is written out in a Calendar and out in field "My Upcoming and Pending Activities" on Home page of assigned user.
-  * V zvezi s katero stranko in kontaktno osebo?
+  * Related To:
-Dogodek lahko navežete na obstoječe stranke in kontaktne osebe. Tukaj neposredni vnosi niso možni. Izbirate lahko med podatki, ki ste jih predhodno že vnesli v sistem. Izberete jih s klikom na rumeno ikono za mapo, ki se nahaja v isti vrstici.
+Event can be attached to existent Potentials and Contacts. Here, direct entries are not possible. The only option is to select data from the already existent data in the system. Click on yellow folder icon beside. Event can also be seen at selected Account and Contact respectively.
-Dogodek se vam bo zabeležil tudi na izbrani stranki oziroma kontaktni osebi.
-  * Vrsta dogodka:
+  * Activity Type:
-Izberite vrsto dogodka, ali gre za klic, sestanek, e-pošto, dopis, fax ali drugo.
+Select Activity Type: call, meeting, e-mail, letter, fax, etc.
-<note important> V koledarju bodo vidni dogodki, ki imajo kot vrsto izbrano klic ali sestanek.</note>
+<note important> All events marked with call or meeting are shown in Calendar.</note>
-  * Vrsta periode:
+  * Recurring Events:
-Omogočeni so ponavljajoči dogodki. Na zapisu dogodka izberete periodo ponavljanja (vsak teden, dva tedna, mesec, dva meseca, ...). Ko se trenutni dogodek, ki ima nastavljeno periodo opravi, vam orodje takoj ponudi obrazec za vnos naslednjega dogodka z že nastavljenim datumom.
+Repetition of events is feasible. Select Recurring Task (daily, weekly, every two weeks, monthly, every two months, etc.) on event. When momentary event with selected Recurring Tasks is done, the system offers you a new form for entering next event with a already selected date.
-<note important> V koledarju in na seznamih odprtih dogodkov je prikazan samo prvi v vrsti ponavljajočih dogodkov.</note>
-  * Pošlji obvestilo:
+<note important> Only the first of repeatable event is shown on Opened events list.</note>
-Če polja ne odkljukate, bo obvestilo prejel zadolženi za dogodek.
-Če polje odkljukate, vas bo sistem vprašal komu vse želite poslati obvestilo o dogodku. Prikazalo se vam bo naslednje okno:
-{{message.png}}
+  * Send Notification:
+If this field is not ticked off, the notification will be sent to assigned user. If this field is ticked off, the system will ask you, to which participant the invitation should be sent. A dialog box opens:
-Obvestilo bodo prejeli po e-pošti, takoj ko boste dogodek shranili.
+{{us:slobase:manual:c_modules:message1.png|}}
-Udeležence lahko tako obvestite o nastali spremembi.
-  * Pošlji opomnik:
+After saving the event, the notification is sent by e-mail.
-Produs IO vas lahko o prihajajočem dogodku obvesti po e-pošti. Tukaj lahko nastavite takšno obvestilo. Obvestilo bo samodejno prejel zadolženi, izbrana kontaktna oseba ter vsi povabljeni.
+Participants can be informed about the change.
-  * Opis:
-Tukaj vnesete dodatne informacije o dogodku.
-<note important> Vsebina tega polja bo vidna vsem povabljenim na dogodek, če ste poprej odkljukali //Pošlji obvestilo//.</note>
+  * Send Reminder:
+If "yes" is ticked off, Produs IT will inform the user about the incoming event by email. User, selected contact and all invited to this event receive the notification automatically.
+  * Description:
+Enter all additional data, referring to this event.
-S klikom na gumb //Shrani// shranite vnos.
+<note important> If //Sent Notification//is ticked off, the contents of this field will be seen to all invited to the event.</note>
-<note tip>Če želite ustvariti podoben dogodek, si lahko pomagate s klikom na gumb //Shrani in nova//. Odprl se vam bo nov dogodek z enako zadevo kot je bila prejšnja. Tako vam ni potrebno ponovno vpisovati vseh podatkov za dogodek.</note>
+Click //Save// in order to save the enter.
-==== Povabila na dogodek ====
+<note tip>Click //Save and new// in order to create a similar event. A new event with the same subject as the one of the previous event opens. This way there is no need for all data of event to be entered.</note>
-Povabilo na dogodek vedno prejema zadolženi za dogodek.
+==== Invitations for an event ====
-Če odkljukate izbiro //Pošlji obvestilo// potem bo povabilo prejela tudi izbrana kontaktna oseba.
-Spodaj je prikazan podrobni pogled na dogodek, na katerega lahko povabite še ostale uporabnike ali še dodatne kontaktne osebe.
-{{eventdetail.png?450}}
+Invitation for N event is always sent to assigned user for event.
+If //Send Notification// is ticked off, the invitation will be sent to selected Contact.
+other users or more Contacts can also be invited to the event. See the picture below.
-Če želite povabiti novega uporabnika, kliknite na //Izberi uporabnika// kot je prikazano na zgornji sliki. Uporabnika izberete iz seznama uporabnikov. Po izbiri novega uporabnika bo sistem samodejno prikazal dogodek v njegovem seznamu odprtih nalog in dogodkov.
+{{us:slobase:manual:c_modules:event_detail1.png?450}}
-Lahko boste imeli dogodke na katere želite povabiti več kot eno kontaktno osebo. Na dogodek lahko povabite osebe, ki so že v vnešene v sistem. To naredite s klikom na //Izberi kontakt// kot je prikazan na zgornji sliki. Kontaktno osebo boste lahko izbrali iz seznama kontaktnih oseb.
+Click //Select User// in order to invite a new user. Select user from a list of users. After selecting the user, the event is automatically shown in My Upcoming and Pending Activities.
+More Contacts can be invited to certain event. Only contacts from list can be invited. Click //Select Contact// as shown on picture above.
+~~ODT~~