RealePlans™ - My Activities Tab

The My Activities Tab:
The My Activities tab shows the Appointments, Tasks and items flagged for follow-up that are overdue, currently due, or are due according to the selection from the 'Show Activities for' combo box (1). The RealeSeller Activities Engine searches ALL Outlook folders and subfolders in the main Outlook database for Appointments, Tasks and flagged items whereas the regular Outlook Reminder service only searches the default Calendar, Tasks, Inbox, Contacts and Journal folder. The RealeSeller Activities Engine also correctly identifies the amount of time a task is overdue, whereas the Outlook Reminder service incorrectly uses the task's Reminder time to determine the amount of time overdue.

The list in the view supports Sorting by clicking a column header. By control-clicking a column header, multiple columns will be included in the sort.


The RealeSeller Activities engine uses a live search. If items are added, changed or deleted from other areas of Outlook, and those changes affect the contents of the activities search, the My Activities tab will update within a few moments to reflect those changes.

If you complete a task that is listed in the my activities tab, it's icon will become ghosted (2) momentarily to indicate that the item is about to be removed from the list, and a few seconds later it will be removed.

To view more detailed information about an item in the My Activities list, double click it and the Appointment, Task, or Flagged Item will be opened.

Show Activities For Selection: (1)
Today - Shows all Appointments, Tasks and items flagged for follow-up that are currently due using today's date.  If you put a check in the box Show over-due items (4), any over-due items will be displayed.  This box is checked by default and does slow the search for items somewhat.
 
All Other Selections - Shows all Appointments, Tasks and items flagged for follow-up that will be due during the specified date range.

Show items that either Start or End during selected time period check box: (3)
Checked - Shows Appointments, Tasks and items flagged for follow-up that will either start OR end during the selected time period.
Example - If you have Today selected, and this box is checked, RealeSeller will show all items that have a start date of today or an end/due date of today.
Unchecked - Shows Appointments, Tasks and items flagged for follow-up that will start and end during the selected time period.
Example - If you have Today selected, and this box is checked, RealeSeller will show all items that have a start date of today and an end/due date of today.

Plan Item Actions Button: (1)

Tip:  The My Activities list supports multiple selections using the standard Shift+Click and Ctrl+Click methods.  All items selected in the list of activities will have the selected action applied to them.

My Custom Searches... - You can design and save your own custom searches with this selection.  The saved searches will be added to the list of default searches.
Run ActiveTask Now - If the selected task has an ActiveTask assigned to it, RealeSeller will perform the ActiveTask now.
Remove ActiveTask - If the selected task has an ActiveTask assigned to it, RealeSeller will remove the ActiveTask information from it.
Mark ActiveTask as Complete - If the selected task has an ActiveTask assigned to it, RealeSeller will mark the ActiveTask as complete without performing the task. This may be needed if you performed the task (printing a letter) manually.
Complete - Marks an Outlook Task as complete. If the task has an ActiveTask assigned to it that is to occur when the item is marked as complete, RealeSeller will perform that task now.
Dismiss - Dismisses an Outlook Appointment or Task reminder.  If you dismiss an item it will not show up as a reminder, but it will become over-due after it becomes due.
Snooze - Reschedules the reminder of selected Outlook Appointments, Tasks and/or follow-up flags.
Delete - Deletes the selected item and puts it in the Deleted Items folder.

Warning:  When using Delete, if the selected item is a flagged contact or email, the contact or email will be deleted and sent to the deleted items folder.