Status of an activity

An activity automatically receives a Treatment status when it is created, which the agent qualifies in the process of completing the activity.

In the moment an activity is created, it automatically receives the status In process, which changes to Not started as it is saved. After completion of the activity, the status must be changed to Done to be able to estimate the progress. If the treatment of an activity extends over a longer period of time, it can receive the status In process, Deferred or Waiting for someone.

The progress can be also be specified directly. However, as soon as an activity receives the Done status, the progress is automatically set to 100% and cannot be changed directly. Only after setting a different status, the progress can be changed again.

Note: On every status change, you should maintain the Status info field in the status dialog so that reasons for or additions to the status change are recorded.

You will become familiar with the statuses activities can have as you work with the various activity types such as task, email, appointment, etc.