- Go to -> Top right corner of the screen -> Go to modules.
![2](http://help.goodbookserp.com/wp-content/uploads/2017/06/2-204x300.png)
- To select CRM module of them.
- Go to Transaction -> To click Activity.
![8-screenshot](http://help.goodbookserp.com/wp-content/uploads/2017/06/8-screenshot-1-300x81.png)
- These fields are auto fill fields.
- It's enough to change date only.
![3](http://help.goodbookserp.com/wp-content/uploads/2017/06/3-1.png)
- Then you click the button Add Row.
![4](http://help.goodbookserp.com/wp-content/uploads/2017/06/4-300x34.png)
- Now you have to fill in all fields.
![13-screenshot](http://help.goodbookserp.com/wp-content/uploads/2017/06/13-screenshot.png)
- First Fill Type -> Task, Activity, Call, Breakdown and Lead to select anyone of them for fill the field.
![particular](http://help.goodbookserp.com/wp-content/uploads/2017/06/particular-300x47.png)
- Fill Particulars -> Click drop-down.
- To fill the field by what is your task or project on that day.
![status](http://help.goodbookserp.com/wp-content/uploads/2017/06/status.png)
- Then fill Status -> Pending and activity to select anyone of them for fill that field.
- If you complete your task means to select Complete.
- Not yet 100% complete your task means to select Pending.
![time](http://help.goodbookserp.com/wp-content/uploads/2017/06/time.png)
- Then should fill From Time, To Time(From time is when you start the work, To time is, until how long you are doing the work).
![comp](http://help.goodbookserp.com/wp-content/uploads/2017/06/comp.png)
- Fill the field Completed in percentage (How much you are completed your task, for example, 10%,20%,25%,50%).
![remarks](http://help.goodbookserp.com/wp-content/uploads/2017/06/remarks-300x61.png)
- You should enter remarks with the Remarks field.
- After filling all things to click save button.
Contents
Revisions
- August 5, 2017 @ 05:35:53 [Current Revision] by arul
- June 8, 2017 @ 08:00:48 by arul
- June 6, 2017 @ 07:13:14 by arul
- June 6, 2017 @ 06:04:31 by arul
- June 6, 2017 @ 06:04:10 [Autosave] by arul
- June 5, 2017 @ 13:30:12 by arul
Revision Differences
There are no differences between the June 8, 2017 @ 08:00:48 revision and the current revision. (Maybe only post meta information was changed.)