Tasks and appointments help you follow up with relations at the right moment and keep promises visible and manageable. They are useful when you want clear reminders, planned meetings, and shared follow-up with colleagues. You might use tasks for reminders without a fixed time, and appointments for meetings at a specific date and time. By following this guide, you will understand the difference between tasks and appointments and learn how to create and track them effectively in Tribe.
Table Of Contents
What Do Tasks And Appointments Do?
What Is The Difference Between A Task And An Appointment?
How Do I Create A Task Or Appointment?
How Do I Track Tasks And Appointments Assigned To Me?
Quick Summary
What Do Tasks And Appointments Do?
Tasks and appointments ensure proper follow-up on activities such as sales opportunities, projects, or work orders. These activities do not contain a follow-up date by default, so tasks and appointments add structure and accountability. By linking them to a relation or activity, you keep all follow-up actions clearly connected and visible in one place.
What Is The Difference Between A Task And An Appointment?
Appointment
An appointment is used when you plan a specific day and time. It represents a meeting with a relation, either on location or digitally. Appointments always appear in the Calendar and can be synchronised with Outlook or Google Calendar.
Task
A task is used when you need a reminder on a specific day without a fixed time. Tasks appear in My Open Tasks and are completed by setting their status to completed. Calendar synchronisation for tasks is optional and can be enabled using a slider.
How Do I Create A Task Or Appointment?
You can create tasks and appointments from a relation or from an activity, such as a sales opportunity.
Create An Appointment
Open the relevant Activity on the Activities tab.
Click + Appointment.
Enter the Subject, Date, and Time.
Select the Owner of the appointment.
Select Save.
The appointment is added to the owner’s calendar automatically.
Did you know?
Appointment location details are automatically filled using your organisation’s visit address.
Create A Task
Open the relevant Activity on the Activities tab.
Click + Task.
Enter the Subject and Date.
Select the Owner responsible for the task.
Select Save.
The task appears in the assigned user’s open task list.
How Do I Track Tasks And Appointments Assigned To Me?
Each Tribe user has a personal dashboard called My Workplace. This dashboard includes the Open Tasks widget and the Calendar by default. From here, you can review, update, and complete tasks, as well as view and manage upcoming appointments. This overview helps you prioritise daily follow-up and ensures nothing is missed.
Quick Summary
Tasks and appointments provide structured follow-up for activities that require action. Tasks act as reminders without a fixed time, while appointments schedule meetings at a specific moment. Using My Workplace, you can easily track, manage, and complete all tasks and appointments assigned to you.