Activities

Actualizado en 27 May 2023

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Activities in Aspire represent appointments, emails, tasks, issues, and milestones for which individuals in the organization are responsible. Activities are managed from the Activities module, the To Do List section of the Home screen, or from the Quick Menu.

Clicking Search Activities displays the Activity Search List screen.

Activities associated with an opportunity can be accessed and managed from the Opportunity screen. Activities associated with a work ticket can be accessed and managed from the Activity area on the Work Ticket screen. Activities associated with a property can be managed from the Next Activity field on the Properties screen.

The following table summarizes each of the five types of activities:

Activity Type	Description
Appointments	Appointments represent meetings or events that can be displayed on the Aspire Calendar screen and synchronized with the calendaring system if you use Outlook or Google.
Companies	Aspire maintains a simple list of companies with whom individual contacts can be tied. The primary purposes for maintaining the list of companies are: Association with customers (contacts of type Customer) for proper credit of invoices and payments – especially for commercial properties. Association with subcontractors (contacts of type Sub) to drive automatic subcontractor expense.
Tasks	Tasks represent activities that you need to accomplish. They can provide a due date.
Issues	Issues represent customer complaints or concerns. They can be created from an item on a Site Audit.
Emails	Emails are emails that you send or receive. By synchronizing your Aspire account with the Google or Microsoft Exchange mail account, email capability is provided.
Milestones	Milestones represent key target dates associated with an opportunity or work ticket. Milestones can only be created from the Activity Search List available on the Work Ticket screen or the Opportunity screen – not from the Activity Search List available from the Home screen or Property screen.

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What's Next

Activity Search List Screen