Activities overview
The Activities page lists every call, meeting, email, to-do and note to follow up, sorted by when it is due.
An activity is a small piece of follow-up on a customer: a call to make, a meeting, an email to send, a to-do or a note. Most activities hang off a lead, deal, contact or company, but they can also stand alone.
The Activities page puts them all in one place, so you can see what is due today, what is late, and what is coming up, without opening each record.
Open the Activities page
Click Activities in the left menu, under CRM. The page opens on the activities still to do, the ones that are due soonest first.
Which activities you see depends on your role. An owner or admin sets this under Settings → Access, in the Activities row. See Roles and permissions.
What each row shows
- A tick box to mark the activity done.
- An icon for the kind of activity: Task, Call, Meeting, Email or Note.
- The subject. Click it to open and change the activity.
- When it is due. A late activity shows in red how late it is, for example "- 2 days".
- The record it belongs to. Click the name to open that lead, deal, contact or company.
- The picture of the person it is assigned to.
Find the activities you want
Use the buttons and boxes at the top:
- Open, Done or All: activities still to do, finished ones, or both.
- Search subjects: type words from the subject.
- All types: show only calls, meetings, emails, tasks or notes.
- Everyone: pick Assigned to me, or a colleague, to see only their activities.
- Any record: show only activities on leads, deals, contacts or companies, or Not linked for activities that belong to no record.
Under these, a row of chips shows how many open activities are Overdue, Due today, Due this week and Due next week. Click a chip to list only those; click it again to show all. Clear puts every filter back.
"This week" means the next seven days from today, and "next week" the seven days after that.
See them by deadline on a board
Click Board at the top. Each column is a deadline: Overdue, Due today, Due this week, Due next week, Later and No deadline. The board always shows the activities still to do.
Drag a card to another column to give it a new deadline there. For example, dropping a card on Due today sets it for 5 pm today, and No deadline removes its due date. You cannot drag a card into Overdue.
The page remembers whether you last used List or Board.
Mark an activity done
Tick the box next to it, in the list or on a board card. A finished activity is struck through and moves to Done. Untick it to open it again.
Change or delete an activity
- Change: click its subject. Change the Type, Assigned to, Due date, Time (optional), Subject or Notes, then click Save.
- Delete: point at the row and click the bin icon at the right, then confirm. A deleted activity cannot be brought back.