Activity pattern

Activity Pattern MODIFICATION DATE Wed Feb 05 2014 CREATOR Sun, Ke FILE NAME Activity Pattern DESCRIPTION Activity Pattern for Customer for Cloud. This is NOT visual design! VERSION HISTORY Version 1

Activity Pattern Architecture iPad

Phone

Filter Filter

List View

Filter

Calendar View

Filter

Filter Activities by My Activities (Default) My Team's Activities (for manager only) All Activities

View Activities by Time Activities by Day Activities by Week Activities by Month Activities by Quarter All Activities

Filter Activities by Activity Type (Phone Call, Email, Appointment, Task, Visit) different default view if filter by activity type Account Opportunity (TBD) Customized Groups

View Activities by Time Activities by Day Activities by Week Activities by Month Activities by Quarter

Creator

Sun, Ke

Modified

Wed Feb 05 2014

Calendar View

Map View

Activity Detail

Edit Activity

View Activities by Location Appointments Visits View two Activity Lists at the same time Activities with time stamp (phone call, appointment, visit) - sorted by time Activities with no time stamp (task, email) - sorted by created time

Activities with time stamp on the calendar Activities with no time stamp only show on the day list bases

Calendar View (default for appointment)

List View

View two Activity Lists at the same time Activities with time stamp (phone call, appointment, visit) - sorted by time Activities with no time stamp (task, email) - sorted by created time

List View (default for task, email, and mixed types)

Filter

Activity Details

Map View

Map View (default for visit)

Edit Activities

Create Activities

2 / 11

Activity Pattern Activity Daily View

My Activities



All Activities



D

Filter by Account

8

3

List

HealthTrex

List

9

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11

S

M

T

W

T

F

S

12

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D 19

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HealthTrex



Lorem ipsum dolor sit 3

Lorem ipsum dolor sit

Account C



3

Lorem ipsum dolor sit

Account D



S

M

T

W

T

F

S

M

T

W

T

F

S

5

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31

1

2

3

Feb

Calendar Items

Account B



HealthTrex

1

Lorem ipsum dolor sit

  

Meeting with Mr Brown about the product demo

8am

10:00 AM - 11:00 AM, Jan 14, 2014

9

10

11

12pm

1

2

3

4

5

6

7

8

9

Call Jane 11:00 AM - 11:30 AM Jan 14, 2014

D

Visit Local Grocery 11:30 AM - 12:00 PM, Jan 14, 2014

S

M

T

W

T

F

S

M

T

W

T

F

S

5

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Jan. 2014 during scrolling

Due

   

Item F

due today

Lorem ipsum dolor sit amet, conse... due today

Item G Lorem ipsum dolor sit amet, co…

HealthTrex due tomorrow

Item G

W

Lorem ipsum dolor sit amet, co…



My Acitivities

New



Jan.5 - Jan. 11

Jan.12 - Jan. 18, 2014

Jan.19 - Jan. 25

Delete

HealthTrex M My Activities

by Account

My Team's Activities

by Opportunity

All Activities

by Type

D

W

M

Q

All

December, 2013

January, 2014

February, 2014

Appointment Task

HealthTrex Phone Call Q

Q4, 2013

Quarter 1, 2014

Q2, 2014

Email by Customized Group

Visit

HealthTrex All

Creator

Sun, Ke

Modified

Wed Feb 05 2014

All Activities

3 / 11

Activity Pattern by type

My Activities



All Activities



Filter by Type

Appointment



Lorem ipsum dolor sit

Phone Call



Lorem ipsum dolor sit

Task



Lorem ipsum dolor sit

Email



Lorem ipsum dolor sit

Visit



Lorem ipsum dolor sit

HealthTrex

List D

3

8

9

10

11

My Activities

S

M

T

W

T

F

S

12

13

14

15

16

17

18

 19

20

21

 Calendar Items



3

 1

 4

Sunday 01.12

Meeting with Mr Brown about the product demo 10:00 AM - 11:00 AM, Jan 14, 2014



Call Jane

Appointment Lorem ipsum dolor sit

Visit

Calendar

All Activities

Filter by Type

21

10





3

12AM

10

1AM

Monday 01.13



Thursday 01.16

Friday 01.17

Saturday 01.18

3

Lorem ipsum dolor sit

3AM

Task

3

Lorem ipsum dolor sit

4AM 5AM

11:00 AM - 11:30 AM Jan 14, 2014



Visit Local Grocery 11:30 AM - 12:00 PM, Jan 14, 2014



Email

1

Lorem ipsum dolor sit

Visit Lorem ipsum dolor sit

6PM 7AM

4 8AM 9AM



Wednesday 01.15

2AM

Phone Call

Due



Tuesday 01.14

Item F

10AM

due today

Lorem ipsum dolor sit amet, conse...

Meeting for the product demo

New Visit

11AM

due today

Item G

12PM

Lorem ipsum dolor sit amet, co… 1PM

due today

Item G Lorem ipsum dolor sit amet, co…

2PM 3PM



My Acitivities

New



Delete



My Acitivities

3PM



New



Delete

4PM

8am

9

10

11

12pm

1

2

3

4

5

6

7

8

9

5PM 6PM 7PM 8PM 9PM 10PM 11PM 12PM

Creator

Sun, Ke

Modified

Wed Feb 05 2014

4 / 11

Activity Pattern visit-calendar view Visits Visits

 Visit Planning

Visit 1



1389 Hillview Ave, Palo Alto, CA 94302

Visit 2

 

Visit

Calendar Sunday 01.12

Monday 01.13

Tuesday 01.14

Wednesday 01.15

Visits Thursday 01.16

Friday 01.17

Visits

Saturday 01.18



1AM 2AM

Visit 3

3AM



3398 Stevens Creek Blvd, Sunnyvale, CA



4AM

Visit 4



78 Jeﬀerson St, Menlo Park, CA 91039

5AM



6PM

Visit

Calendar

Visit Planning

Sunday 01.12

Drag account to calendar to create new visit

12AM

12 Main Street, Palo Alto, CA



Monday 01.13

Tuesday 01.14

Wednesday 01.15

Thursday 01.16

Friday 01.17

Saturday 01.18

12AM

Account 1 1389 Hillview Ave, Palo Alto, CA 94302

1AM

Account 2

2AM

12 Main Street, Palo Alto, CA

3AM

Account 3 3398 Stevens Creek Blvd, Sunnyvale, CA

4AM 5AM

Account 4 78 Jeﬀerson St, Menlo Park, CA 91039

7AM

6PM 7AM

6 8AM

8AM

9AM

10AM



My Acitivities

Creator

Sun, Ke

Modified

Wed Feb 05 2014

Meeting for the product demo

10AM

11AM

12PM

1PM

2PM

3PM



New



Delete



My Acitivities

3PM

4PM

5PM

6PM

7PM

8PM

9PM

10PM

11PM

12PM

Meeting for the product demo



New



Delete

5 / 11

Activity Pattern visit-map view

Visits Visits



Visits

Map

Visit Planning

Visit 1



1389 Hillview Ave, Palo Alto, CA 94302

Visit 2



12 Main Street, Palo Alto, CA

Visit 3



4

2

3398 Stevens Creek Blvd, Sunnyvale, CA

Visit 4



1

78 Jeﬀerson St, Menlo Park, CA 91039

3



My Acitivities

Creator

Sun, Ke

Modified

Wed Feb 05 2014



New



Delete

6 / 11

Activity Pattern

Acitivy Workset Calendar My Activities

HealthTrex



All Activities



Sunday 01.12

Filter by Account

3

HealthTrex

by Account Lorem ipsum dolor sit



Account B



by Opportunity

3

1 by Customized Group

Lorem ipsum dolor sit



4AM

 

Modified

Wed Feb 05 2014

3

by Account Lorem ipsum dolor sit

Account B

by Opportunity

3

1 by Customized Group

Jim Jones Mark Townsen Jane Wong Others

5AM 6PM

8AM

9AM

9AM 10AM

Meeting for the product demo

Call Mike Smith

11AM

Meeting for the product instructions

12PM

Meeting for the product instructions

1PM

2PM

3PM

Saturday 01.18

4AM

8AM

Call Mike Smith

Friday 01.17

3

Lorem ipsum dolor sit by Team Members

New Appointment

Thursday 01.16

2AM

7AM

Meeting for the product demo

Wednesday 01.15

3AM

by Date Lorem ipsum dolor sit

Account D

Tuesday 01.14

1AM

Lorem ipsum dolor sit by Type

Account C

Monday 01.13

12AM

7AM

1PM

Sun, Ke

Sunday 01.12

HealthTrex

5AM 6PM

HealthTrex



All My Team's Activities

Filter by Account

2AM

12PM

Creator



Saturday 01.18



11AM

My Acitivities

Friday 01.17

12AM

10AM



Thursday 01.16

3AM

by Date Lorem ipsum dolor sit



Wednesday 01.15

3

Account C

Account D

Tuesday 01.14

1AM

Lorem ipsum dolor by sit Type



Monday 01.13

My Team's Activities



New



Delete



My Acitivities

3PM

4PM

5PM

6PM

7PM

8PM

9PM

10PM

11PM

12PM



New



Delete

7 / 11

Activity Pattern Acitivy Detail

My Activities





  

Back to List

All Activities

Group A Lorem ipsum dolor sit

Group B Lorem ipsum dolor sit

Group C Lorem ipsum dolor sit

Group D Lorem ipsum dolor sit

Appointment: Meet with John Smith to discuss the price

From Monday Janurary 27, 2013 10:00 AM - 11:00 AM ( in 30 mins)

Filter by Customized Group



Appointment: Meet with John Smith to discuss the price

Back to List

Janurary 27, 2013 (Monday)

10:00 AM

To 3

SAP Building 2 3410 Hillview Ave Palo Alto, CA 94304 ( 20 mins drive)

Janurary 27, 2013 (Monday)

11:00 AM

3 Description 3

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3 Participants(9)

and

Jeﬀ Drapper

IT manager 650-230-2098

Jeﬀ Drapper

IT manager 650-230-2098

John Smith

Steve Dodo

Zip Code

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Palo Alto

94304

State

Country

CA - California

United States

Add



Edit



John Smith

Participants(9)



Jeﬀ Drapper

Delete

IT manager 650-230-2098

Item F



City

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Notes

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Item G



Account Team

Item G



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