Activities
The Activities page is your central log for everything that happens with your clients — calls, emails, meetings, tasks, notes, and more. Use it to stay on top of follow-ups and keep a full history of your client interactions.
Key Features
- Stats Overview: Four at-a-glance counters show Total Activities, Pending Tasks, Overdue items, and activities Logged Today.
- Quick Filters: Instantly switch between All, Tasks, Notes, Calls, and Emails using the toolbar buttons.
- Type Filtering: Use the dropdown filter to narrow the list to any specific activity type (meetings, form submissions, bookings, invoices, etc.).
- Status Filtering: Filter by Pending or Completed to focus on what still needs attention.
- Search: Find any activity by searching its title or description.
- Linked Records: Each activity can be tied to an Account, Contact, and/or Project for full context.
- Due Dates: Tasks and follow-ups show a due date. Overdue dates are highlighted in red.
- Mark Complete: Mark any task or activity as done directly from the list — no need to open a detail page.
- Bulk Delete: Select multiple activities and delete them all at once.
How to Use
Log a New Activity
- Click Log Activity in the top-right of the page.
- Choose a Type: Note, Call, Email Sent, Meeting, Task, Follow-up, or Custom.
- Enter a Title (required) and an optional Description.
- Optionally link the activity to an Account, Contact, and/or Project.
- For tasks or follow-ups, set a Due Date.
- Click Save.
Filter and Search
- Use the All / Tasks / Notes / Calls / Emails buttons to quickly filter by category.
- Use the Type and Status dropdowns in the list header for more specific filtering.
- Type in the search box to find activities by title or description.
Mark an Activity Complete
- Click the Complete button (checkmark icon) on any activity row.
- The activity status changes to Completed and is removed from your overdue count.
Delete Activities
- To delete one activity, click the Delete button on its row.
- To delete several at once, check the boxes next to them and click Delete Selected.
Tips
- Check the Overdue stat card daily to make sure no follow-ups slip through.
- Activities are automatically logged by the system when you send quotes, contracts, invoices, or when clients submit forms or make bookings — your history builds itself.
- Link activities to Accounts and Projects so the full timeline appears in those records too.