Activity Management

Activity management allows you to create, track, and complete tasks, meetings, phone calls, emails, and notes across your organization. Activities help ensure work is clearly documented, properly scheduled, and easy to review—whether it is upcoming, completed, or cancelled.

This article explains how activity management works at a general level, including the core functionality and the user interface elements you will interact with throughout the app.

Activities at a glance

Activities are displayed in a centralized Activity list, which provides a structured overview of all work.

Activity list view

From the Activity list:

Each row represents a single activity
Columns display key fields such as Type, Title, Status, Date, Assigned to, Category, and Priority
Status indicators help distinguish scheduled, completed, and cancelled activities

The Activity list is the primary place where activities are reviewed and managed.

Core activity fields

All activities share a consistent set of fields, regardless of activity type.

Activity fields overview

Common fields include:

Title – Short description of the activity
Status – Scheduled, Completed, or Cancelled
Date / time – Due date, call time, meeting time, or logged date
Assigned to – User responsible for the activity
Category – Your own custom classification
Priority – Indicates urgency or importance
Notes / content – Additional details or communication content

These fields appear both in the Activity list and in the activity editor.

Activity types

Tasks

Tasks are used to track action items that need to be completed.

Add activity – Task

Task behavior:

Includes a due date
Task Type: To-do, Email, Phone Call

Does not require start or end times
Assigned to a single user

Tasks are commonly used for reminders, follow-ups, and internal work.

Meetings

Meetings are used to schedule time-based events.

Meeting behavior:

Includes start time and end time
Allows adding attendees
Used for calls, appointments, and scheduled discussions

Phone calls

Phone calls are used to track inbound or outbound calls.

Phone call behavior:

Includes a call date and time
Can include call notes or outcomes
Typically marked Completed after the call occurs

Phone call activities provide a clear record of conversations and follow-ups.

Emails

Emails are used to log or send email communication as an activity.

Email behavior:

Includes subject and message content
Can be associated with a related record
Usually marked Completed once sent or logged

Email activities help centralize communication history.

Notes

Notes are used to capture information that does not require follow-up.

Note behavior:

Consists of free-form content
Does not require scheduling or assignment
Saved directly as Completed

Notes are useful for documenting conversations, outcomes, or context.

Activity statuses

Every activity has a Status that reflects its current state.

Available statuses:

Scheduled – The activity is upcoming or pending

Completed – The activity has been finished or logged
Cancelled – The activity will not occur

Status controls whether an activity appears in open or completed views.

Create an activity

Activities are created using the individual activity type tab.

To create an activity:

Select the desired Add Task/Log Email/Log Phone Call/Add Meeting/Add Note option
Enter a title
Set the status
Configure date, time, or content fields
Select assigned to (if applicable)
Choose a category and priority
Add optional notes or content
Click Save

The activity appears immediately in the Activity list.

Edit and update activities

Activities can be updated at any time.

From the Activity list:

Click an activity to open it
Update status, content, dates, or assignment
Changes save automatically

Filter and view activities

The Activity list includes filtering controls to help you focus on relevant work.

You can:

Toggle between Open and Completed
Enable My activities
Filter by type, status, category, or other fields

Filters affect display only and do not change activity data.

Categories and priorities

Categories and priorities help organize and prioritize activities.

Categories group related activities
Priorities indicate urgency

Both fields are visible in the Activity list and activity editor.

Manage multiple activities

Bulk actions are available from the Activity list.