Adding Task and Activity Widget

Activity Widget

• This consists of the list of activities and jobs that can be performed and also shows the upcoming jobs.
• On clicking the ‘+ button’   a pop is shown, which opens the activity widget. 

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Field Visit

• Field Visit is a physical visit to a place which can be done right now or can be scheduled for later.

• On clicking Field Visit a form with different sections is opened.

  In the first section of details the initiator of the visit which is the user, participants, name and description are taken.

• In the Second section the form associated with the initiator and the primary participant is shown, which should be filled in the field visit.

• In the last section, it shows the list of jobs which can be performed in the visit.

• All these details can be filled right away and complete a field visit instantly.

• On clicking the Schedule Later  toggle button, opens scheduling form in which an activity can be scheduled for one time or a recurring activity with a specified frequency.

• A recurring activity creates the activity according to the schedule until the end.

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Call

• Similar to field visit, call also has the same procedure.

• On clicking Call  from the activity widget, the same form will be opened.

• On selecting a participant we can find a call button, on clicking a call can be instantiated between the user and the participant.

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Meeting

• Similar to field visit, call also has the same procedure.

• On clicking Meeting  in the activity widget, the same form will be opened.

• Meetings can also be completed instantly or can be scheduled for later.

‍Mail

•  On clicking Mail from the activity widget, a form or an email composer will be opened from which an instant mail can be sent to any of the users.

• By filling the required fields like subject, message and participants, email can be composed and sent after clicking Submit.

Jobs

• ‍In the jobs section there are Deals, Product Demo, orders(Upcoming) and Surver(Upcoming).

  Deals

• On clicking deals, it redirects to the corresponding Deals page, which shows all the deals in a list format and an ADD button to add a new deal.

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  Product demo

• On clicking product demo, it redirects to the corresponding Products page, which shows all the products in a list format and an ADD button to add a new product.

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