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Using Activities
... Using Activities Displaying Activities Activities that have already been created can be accessed from within the record they're related to and are ...
Introduction to Activities
... Introduction to Activities Creating Activities in Workbooks enables you to track and record the interactions you have with People and Organisation ...
Meetings
... Meetings You can create Meeting Activities in Workbooks, just as you would any other type of Activity . The record looks similar to other ...
Follow-on Activities
... Follow-on Activities Commonly when working with Activities you'll want to close the Activity you're working on and create a new one that carries thr ...
Inviting multiple attendees on meetings
Is it possible to invite multiple people on meetings (and also tasks)? Like in outlook where you are able to invite anyone via email to a meeting is it possible to do this in Workbooks? Not yet, but it is an Not yet, but ...