About to-dos and CRM notes

CRM to-dos and notes are used to assign, schedule, and track non-billable organization or sales activities. They are always associated with an organization and, optionally, with a contact, opportunity, contract, or ticket.

IMPORTANT  You cannot track time on your timesheet against a to-do or a note.

Creating and managing CRM to-dos and notes requires access to CRM.

To-dos schedule a future activity which you can assign to yourself or any other resource with access to the CRM module.

CRM users can manage to-dos from the Dispatch Calendar at the level allowed by their security level CRM permissions, either all to-dos, their own to-dos, or no to-dos. For more on CRM security levels, refer to Creating or editing a custom security level.

A completed to-do becomes part of the organization history and can be tracked as a CRM note as well as a completed to-do.

For details on adding a to-do, refer to Adding or editing To-dos.

CRM Notes record activities already completed. Unlike notes associated with projects, tickets, contracts, etc., CRM notes and to-dos can be scheduled on the Calendar and the Dispatch Calendar where they are color-coded blue. Notes display a check mark.

CRM notes and to-dos require an Action Type. The Action Type determines where the item appears in the interface. Action Types are set up by your Autotask administrator in the Admin module. Refer to About action types, below.

For details on adding a CRM note, refer to Adding or editing CRM (organization, contact, or opportunity) notes.

CRM notes and to-dos have an Action Type field that categorizes the notes and to-dos and describe the nature of the sales activity. The action type determines whether or not a note or to-dos will appear in Autotask in the Calendar, To-Do View, or Both.

Refer to Action types.