Page 5096 "Task List"
Base Application · Microsoft.CRM.Task
Across versions
- BC23-26present
- BC27declaration changed
- BC28-30unchanged
Neighbourhood 4 connected objects and pages
Base Application · Microsoft.CRM.Task · BC23-30 · source at ea08af5e · facts from BC29
Properties
| Property | Value |
|---|---|
| Caption | Task List |
| SourceTable | To-do |
| PageType | List |
| UsageCategory | Lists |
| ApplicationArea | Basic, Suite |
Fields on this page
Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).
| Group | Control | Shows | ToolTip |
|---|---|---|---|
| Control1 | Closed | Closed | Specifies that the task is closed. from the table field |
| Date | Date | Specifies the date when the task should be started. There are certain rules for how dates should be entered found in How to: Enter Dates and Times. from the table field | |
| Type | Type | Specifies the type of the task. from the table field | |
| Description | Description | Specifies the description of the task. from the table field | |
| Priority | Priority | Specifies the priority of the task. from the table field | |
| Status | Status | Specifies the status of the task. There are five options: Not Started, In Progress, Completed, Waiting and Postponed. from the table field | |
| Organizer To-do No. | Organizer To-do No. | Specifies the number of the organizer’s task. The field is not editable. from the table field | |
| Date Closed | Date Closed | Specifies the date the task was closed. from the table field | |
| Canceled | Canceled | Specifies that the task has been canceled. from the table field | |
| Comment | Comment | Specifies that a comment has been assigned to the task. from the table field | |
| Contact No. | Contact No. | Specifies the number of the contact linked to the task. from the table field | |
| Contact Company No. | Contact Company No. | Specifies the contact number of the company for which the contact involved in the task works. from the table field | |
| Salesperson Code | Salesperson Code | Specifies the code of the salesperson assigned to the task. from the table field | |
| Team Code | Team Code | Specifies the code of the team to which the task is assigned. from the table field | |
| Campaign No. | Campaign No. | Specifies the number of the campaign to which the task is linked. from the table field | |
| Opportunity No. | Opportunity No. | Specifies the number of the opportunity to which the task is linked. from the table field | |
| No. | No. | Specifies the number of the involved entry or record, according to the specified number series. from the table field | |
| Control55 | Contact Name | Contact Name | Specifies the name of the contact to which this task has been assigned. from the table field |
| Contact Company Name | Contact Company Name | Specifies the name of the company for which the contact involved in the task works. from the table field |
Actions
| Group | Action | ToolTip | Runs |
|---|---|---|---|
| Task | Comment | View or add comments. | Page 5072 “Rlshp. Mgt. Comment Sheet” |
| Interaction Log Entries | View interaction log entries for the task. | Page 5076 “Interaction Log Entries” | |
| Postponed Interactions | View postponed interactions for the task. | Page 5082 “Postponed Interactions” | |
| Attendee Scheduling | View the status of a scheduled meeting. | ||
| Functions | Assign Activities | View all the tasks that have been assigned to salespeople and teams. A task can be organizing meetings, making phone calls, and so on. | |
| Make Phone Call | Call the selected contact. | ||
| Delete Canceled Tasks | — | Report 5188 “Delete Tasks” | |
| Processing | Create Task | Create a new task. | |
| Edit Organizer Task | View general information about the task such as type, description, priority and status of the task, as well as the salesperson or team the task is assigned to. | Page 5098 “Task Card” |
Events published
OnBeforeCaption(var ToDo: Record "To-do"; var CaptionStr: Text; var Handled: Boolean)(integration)OnAfterGetCaption(var ToDo: Record "To-do"; var CaptionStr: Text)(integration)
Procedures
GetCaption(): Text
Plus 1 local procedures.
Triggers
OnAfterGetCurrRecord, OnAfterGetRecord, OnFindRecord
Relations
- card page Page 5098 “Task Card”
- source table Table 5080 “To-do”
Pages and codeunits on this table
- Table 5080 “To-do” (drill-down page)
- Table 5080 “To-do” (lookup page)
Called by
From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.
- Page 9255 “Tasks Matrix” (1 call:
MatrixOnDrillDown → (object))
Recent changes
- 2026-07-29 #9544 636017 Move CRM report action tooltips to report objects (main, BC30, refactor)
Ask your agent
Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Task List"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.