Difference between tasks and appointments

This topic describes the features provided by tasks and appointments in the default installation of Sage CRM. The behavior may be different if your system is customized. For more information, contact your system administrator.


Feature	Task	Appointment
Displayed in the Meeting Planner. See Meeting Planner panel.	No	Yes
Shows the Meeting Planner when you create or edit a new item.	No	Yes The Meeting Planner is available for non-recurring appointments only.
Can have attachments.	Yes	No
Can be recurring.	No	Yes
Can include attendees who are not Sage CRM users (external attendees).	No	Yes
Can specify location.	No	Yes
Calendar views where the item is displayed.	Agenda view Tasks view A task linked to an entity record is also displayed on the Communications tab of the record.	Day view Work Week view Week view Month view (My CRM mode only) Agenda view Timeline view (Team CRM mode only) An appointment linked to an entity record is also displayed on the Communications tab of the record.