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Activities

The “Activities” section is used to plan and track tasks, meetings, calls, and other actions.

Activities and Types​

Every activity has a Type (e.g., Call, Meeting, Task). The type determines which fields are available and required. For example, some types may require start and end times, while others only need a date.

Creating an Activity​

To create a new activity:

  1. Open the Activities section.
  2. Select the required Type from the buttons at the top.
  3. In the activity window, fill in the details:
    • Type: Selected automatically, but can be changed.
    • Name: A brief description or title of the activity.
    • Due date: The planned completion date. It defaults to 7 days from today.
    • Time and Till: Start and end times (if enabled for the selected type).
    • Assigned to: The employee responsible for the activity. It defaults to the current user.
    • Attendees: Partners who will participate in the activity.
    • Object: A link to a related document or record (e.g., a specific Lead or Order).
    • Description: Detailed information about what needs to be done.

Working with the Activity List​

The Activities form provides a convenient view of all tasks:

  • Calendar and List: You can see activities both in a list and on a calendar.
  • Filters: By default, only Opened activities are shown. You can also filter by Type, Assigned to, or Attendee.
  • Navigation: You can jump directly to the linked Object using the link in the activity list.

Completing an Activity​

When you finish a task:

  1. Click the Done button.
  2. In the feedback window, enter the results of the activity (Feedback).
  3. The activity will be marked as completed.

Completed activities are highlighted in the list and are hidden when the "Opened" filter is active.

Activities in Other Records​

Activities can be managed directly from the cards of other objects (like Leads or Partners):

  • You can see a list of related activities on a dedicated tab.
  • The list shows the type, due date, status, and how many days are left to complete the task.
  • A badge on the tab shows the number of pending activities.
  • When an activity is completed, a comment with the description and feedback may be automatically added to the record's history.