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Abstract for SAP Fiori apps.

With the transactional app My Tasks on a desktop PC or a mobile device, you can see an overview of what you need to take care of by a specific date, since it gives you access to your tasks from the CRM back end. If you change tasks or create new ones within the app, they are synchronized with the CRM back end, and are also visible to colleagues there if you do not mark the task as private.
Note This app is available in two software components, in different app versions. We recommend that you install the software component UICRM001 100. The software component UIX02CRM 100 is deprecated. If you have already implemented UIX02CRM, we recommend that you switch to the component UICRM001 100.
Key Features

  • Display all tasks that are still open, completed, or due today or this week

    Note that the filter functions Due Today and Due This Week, the setting of the due date, and the display of overdue tasks may function inaccurately if the user time zone in the back end does not match the browser time zone in the front end.

  • Create tasks with specific transaction types

  • Set existing tasks to completed, change existing tasks, or create new ones

  • Search for tasks with specific words in the title, or tasks in connection with a specific account or contact

  • Create follow up tasks, follow up opportunities, and follow up appointments.

  • View and edit the status of a task

  • Attach documents to a task

Technical Features

In addition, this app supports the following technical features and options. Some of these features require additional components or settings in your system landscape:

  • This app enables you to upload documents. For security reasons, we strongly recommend that you install a virus scanner in your system landscape. For more information, see Virus Scanning.

Navigation Targets

This app enables users to access other apps directly (for example to display detailed information).

Note

Linked apps have to be already available in your system landscape or you have to implement them along with this app.

My AppointmentsMy Appointments

My OpportunitiesMy Opportunities

System Landscape Requirements

In order to be able to implement this app, your system landscape has to be enabled for SAP Fiori. One of the requirements for your system landscape is that your back-end product meets the required product version stack:

Required Back-End Product (Product Version Stack)

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The front-end components of this app (such as the user interface) are delivered together with the components of other apps as part of this SAP Fiori product:

Front-End Components Delivered with (Product Version Stack)

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For more information, see the app implementation document of this app.

Related Apps

From a business perspective, the following apps are related to this app:

My AccountsMy Accounts

If you open the My Tasks app from an account, only the tasks that are related to this account are displayed.

My NotesMy Notes

If you create a task from a note, the text of the note is copied to the notes field of the new task.

Component for Customer Incidents