The Azets Activity application digitalizes, facilitates, and streamlines the planning of the financial year. Providing a quick overview of the planned BPO work. In this article we're going to explore the general layout of the interface, the different views that are available, and what type of filtering is possible.
When you access Activity, the default landing page will be in the "Single company" mode view and it will display the calendar for the company your user belongs to.
You can select to view the calendar as year, month or list.
If you have access to several companies, you can search and select another company from the drop-down menu.
On the left side you have the filtering options:
- Activity type (activities that have been already added to the calendar)
- Owner (an activity will either be owned by the customer or the partner)
Options bar
In the upper-right part of the page, you can choose to sync the calendar with your own calendar (Google, Outlook), print(save as pdf), or copy the calendar to another company.
The approval log shows all the changes that have been done for a certain year plan.
Multiple Companies view
In this mode, you can select multiple companies from the Company list. This view helps managing schedules and avoid deadline clashes for multiple companies on the same day.
In the Multiple Companies mode, activities from different processes can only be viewed, they cannot be edited, added, or removed and the calendar is displayed in a monthly view.