Creating a new activity in Mamut Online

Mamut Online provides you with an online overview of activities concerning your company and employees. Create, edit and view activities online and keep track of these via the online calendar or activity list.

Create new activities wherever you are via Mamut Online. Remember that the registrations made via the web browser and Mamut Online, as well as locally within your Mamut system, are continuously being synchronised. This means that the business always has access to up to date information.

Tip! You can adjust this functionality via the user settings. The description below refers to extended settings. Read more about adjusting the user settings here.

Note! For security reasons, it is not possible to register HTML code in any of the fields. HTML code is distinguished by words placed between the symbols < and >. Example: <html>.

How to create a new activity

  1. In the top menu, select New - Activity , or you can also create an activity from the contact card or contact person card. Read more in Creating new activities via the contact card or Creating new activities via the contact person card.
  2. The activity card will be displayed in either a Pop-up or Full mode, depending on your user settings. Read more about the user settings in Usersettings for Activity. The following description is based on the full activity card.
  3. Enter the relevant information such as Subject, Start and End Time, Type, Status, Responsible person, etc.
  4. Click the Link button in order to link contacts, employees and/or resources to the activity. If you are using the Simple view, click the Contact button to link the activity to a contact or contact person (please note that you can only link one contact via the simple activity card). If you link a contact to the activity, the activity will be shown on the contact card of the contact. Read more about the contact card in The Contact Card.
  5. In the Misc. panel at the bottom of the window (only available in Full mode), you can enter information in the User-defined fields and/or choose to display the activity in the Task list in the personal calendar.
  6. Click one of the Save options once you have registered the relevant data.

. The activity is now created and can be viewed in the activity list.

Tip! You can also create an activity from the calendar. Read more about this in Calendar within Mamut Online.

Read more about:

Activities in Mamut Online

Calendar in Mamut Online

Creating new ctivities via the contact person card

Creating new activities via the contact card

 

Version 11.1. The documentation may refer to services and/or functions that are not included within your solution. If you wish to get more information regarding this, please contact Mamut.

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