Activities
Activities is the shared workspace for scheduled work and customer follow-up. From one page, you can log calls, schedule or record meetings, create tasks, set reminders, and connect the work to other records.
The New Activity menu currently creates three activity types:
| Type | Use it for |
|---|---|
| Task | A follow-up or action item with an optional due date and time |
| Call | A scheduled or completed call with a start time and duration |
| Meeting | An in-person or virtual meeting with participants and optional calendar sync |
Email, note, and messaging history can also appear on record timelines, but they are not choices in the Activities New Activity menu.
The Activities workspace
Section titled “The Activities workspace”Open Activities from the CRM section of the sidebar. The page includes:
- Standard tabs for All, Due today, Overdue, and Upcoming
- Quick filters for assignee, creator, type, status, due date, updated date, and created date
- Search, sorting, configurable columns, saved views, and personal standard-tab overrides
- List, Kanban, and Calendar views
- A Reminders panel for upcoming and sent reminders
The initial list focuses on pending activities assigned to you. Change or save the filters when you need a team-wide or historical view.
See Table Views for shared views, personal tabs, filters, and column settings.
Creating an activity
Section titled “Creating an activity”Select New Activity, then choose an action:
- Log Call opens the activity editor as a Call.
- Schedule Meeting opens the meeting scheduler for a future meeting.
- Log Past Meeting records a meeting that already happened.
- Create Task opens the activity editor as a Task.
Every activity has a subject, type, status, priority, and owner. It can also have a rich-text description and associations to supported CRM records.
A task can have a due date and time. The due date is optional, but it is required for overdue tracking and task reminders.
See Tasks for the task-focused workflow.
A call requires a start date and can include a start time, duration, participants, and reminders. Call records can also store an outcome such as Connected, Busy, No answer, or Left voicemail.
Meetings
Section titled “Meetings”A meeting requires a start date and supports:
- A start time and duration
- In-person or virtual meeting type
- Google Meet, Microsoft Teams, or a custom meeting link
- Contact participants and invitation details
- Google Calendar or Outlook calendar sync
- Up to four reminders
- Meeting outcomes such as Scheduled, Completed, Rescheduled, No show, or Canceled
Use the dedicated meeting scheduler when you want to schedule or log a meeting with the guided meeting flow.
Associations and timelines
Section titled “Associations and timelines”An activity can be associated with more than one supported record, including Contacts, Accounts, Deals, Tickets, Projects, Invoices, Orders, Price Offers, and Campaigns.
When you create an activity from a record page, Workstation can prefill that association. The activity then appears in the related record’s activity history without duplicating the activity.
The full activity record includes:
- About for activity details, participants, reminders, attachments, and other information
- Comments for internal discussion
- Timeline for changes and audit history
- Association cards for linked records
List rows open the activity in the shared record flyout. Use Open full page when you need the complete record page.
List view
Section titled “List view”The List view supports server-side pagination, search, filters, sorting, and configurable columns. Use the completion control at the start of a row to mark an activity complete or reopen it.
When rows are selected, bulk actions can:
- Assign activities
- Edit supported fields
- Delete activities
- Create follow-up tasks
Kanban view
Section titled “Kanban view”The Kanban view can group activities by Status or another supported select property. Dragging a card updates the grouping value when that property is editable.
For the Status grouping, the standard columns are Pending, Completed, and Cancelled. Cards support inline subject editing, configurable card fields, and quick actions.
Calendar view
Section titled “Calendar view”The Calendar view places any Task, Call, or Meeting with a due date or start time onto a day, week, or month view. It is not limited to meetings.
See Activity Calendar for view behavior and external calendar sync.
Reminders and automatic alerts
Section titled “Reminders and automatic alerts”You can add up to four reminders to a supported activity. Meeting reminders are relative to the meeting start; task and call reminders use a due date or a specific reminder date and time.
Reminders are separate from the automatic Activity Due Soon and Activity Overdue notifications. See Activity Reminders for the difference.
Properties and record layout
Section titled “Properties and record layout”Administrators can manage native, custom, and computed Activity fields in Properties. Activity record cards and tabs can be arranged in Objects.
Changing a property definition affects forms, filters, automation, reporting, and other surfaces that use the property. Hiding a property from a record card does not delete it.
Calendar connections
Section titled “Calendar connections”Connect Google Calendar or Outlook from Settings → Your Account → Email & Calendar before selecting those providers on a meeting.
Workstation creates, updates, or removes the linked external event when the meeting changes. If the provider connection has expired or sync fails, the activity is still saved and Workstation shows a sync warning.
Visibility and permissions
Section titled “Visibility and permissions”Activity access follows the Activities data-visibility scope:
- All can access organization activities.
- Department can access activities owned by visible department members.
- Own is limited to the user’s activities.
- Unassigned activities are included where the configured visibility permits them.
Create, update, and delete actions also require the corresponding Activity permissions.