MAYA

My activities and My day

My activities holds your tasks, linked to a record or not; My day gathers everything waiting for you today.

My activities holds your tasks. A task can be linked to a record (a contact, a deal, a quote…) or stand alone; a standalone task must have a title.

A task is assigned to a person or to a MAYA agent, never both. It has a priority, a visibility (private, team or entity), and can repeat: a repeating task needs a due date.

My day gathers what is waiting for you: activities, project tasks, appointments, mail, approvals and escalations. A source one of your roles does not open is flagged as not open, instead of appearing empty.

From My day, a task can be postponed to the next day or the next week.

PlansIncluded in every plan.