Important

You are browsing the documentation for version 4.2 of OroCommerce, OroCRM and OroPlatform, which is no longer maintained. Read version 5.1 (the latest LTS version) of the Oro documentation to get up-to-date information.

See our Release Process documentation for more information on the currently supported and upcoming releases.

Manage Activities in the Back-Office

Activities are actions that employees of a company perform on a daily basis, be it fulfilling job tasks, communicating with colleagues and customers, or participating in events. In Oro, you can manage all of these activities conveniently and link them together to get a 360-degree view of all communications.

In Oro application, capabilities for managing activities are quite wide. Mainly, they cover three logical directions: workflow management, communications, and adding useful remarks.

To each activity, you can add links to the related records, such as a link to an email with the discussion in which the activity emerged. These links are called contexts, and they make it much easier to take account of all the details connected with the activity.

Note

Keep in mind that the ability to view and edit activities depends on specific roles and permissions defined in the system.

The Activities topic introduces you to the following types of activities:

• Tasks

• Calls

• Contact Requests

• Cases

• Calendar Events

• Emails