How to work with activities?

Activities are designed to plan work with leads, deals, contacts, companies and smart objects.

The ability to work with this tool is available in the separate section of your Space.

Or directly in the card of the entity ( either CRM or a custom one) for which the activity was created.

List of activities

It has the form of a table consisting of rows and columns. A row is an individual activity. And the column is a component that characterizes the activity, for example, its name, entity for which it was created, person responsible or status.

You can configure the display of these characteristics in the list. To do this, click on the gear and activate or deactivate the desired ones in the list.

❗️Only the Name is a required field, it is impossible to disable the display of the name. All other characteristics can be either hidden or, on the contrary, configured so that they are visible.

Additionally, there is the option to change the display order of columns in the list. To do this, hold down the left mouse button on the special icon (six dots).

Just drag it to the desired position.

As a result, the column will be placed where it's most convenient for you.

You can also adjust the width of the columns. To do this, hold down the left mouse button on the vertical divider.

Then drag it to the left or right.

With the help of these simple manipulations, you can quickly customize the list of activities to meet your convenience requirements.

In the list, you can specify how many rows (activities) will be shown per page at once.

The minimum number is 5, and the maximum is 100. By default, the system displays 20 rows per page. You can also view the total number of activities in the list.

You can sort the data in each column of the table in ascending or descending order.

When you hover the cursor over the column header, a sorting arrow will appear.

On the first click, the data will be displayed in ascending order. On the second click, the sorting will switch to descending order. On the third click, the sorting will be reset for that column, and the list will return to its default view.

Interaction menu

When the cursor is placed on the name of the activity in the list, a button for calling the interaction menu appears.

Here you can Edit an activity, Copy its link or Delete it.

In the entity card, the activity has an interaction menu as well. It contains Edit and Delete items.

Viewing details

To open the activity view window, click on its name.

All information about the activity will be displayed here.

In this window, you can either complete the activity or cancel it, edit it, duplicate it, copy its link, or delete it at once.

Editing

As we have already seen, there are several ways to go to this mode.

• The first is through the interaction menu in the list of activities.
• The second is through the activity interaction menu in the card of the connected CRM element.

• The third is through the interaction menu in the viewing mode.

Select any of these methods to make changes. The form for editing will look the same way.

After making changes, Save them.

Activity completion

In activity viewing mode, you can proceed to its completion. To do this, just click the Done button. If the activity is no longer relevant and you no longer need to deal with it, click Cancel.

Or you can do it directly in the card of the entity for which the activity is scheduled.

If the activity is completed successfully, it receives the status Done.

If for some reason it was not possible to complete the activity, then it receives the status Canceled.

Restoring

This option is available in view mode for Activities with the status Done or Canceled. In other words, by clicking the Restore button, you are returning the activity to active workflow.

After that, such activities are moved back to the Scheduled status and appear as active in the activity list. Accordingly, they can once again be Done or Canceled.

Additionally, in the activity view window and interaction menu, the standard Edit action becomes available again (it is not available for done or canceled activities).

Duplicate

This option is available in the activity interaction menu in activity viewing mode.

After clicking the Duplicate, the form for creating a new activity will open. But the fields will already be filled out with information. Of course, you can make the necessary changes and save them.

After that, the new duplicate activity will be available in the list.

Copy link

We remind you that you can do this:

• through the interaction menu with the activity in the list;
• through the menu of interaction with the activity in the viewing mode.

You can send the copied link to colleagues in chat or open it in a new tab.

Deletion

You can also do this in several ways:

• through the interaction menu with the activity in the list;
• through the menu of interaction with the activity in the viewing mode;
• through the activity interaction menu in the card of the entity related to it.

If you delete using the first two methods, you will need to confirm your actions.

As a result, you will receive a special notification from the system.

Mass actions

If you need to interact with multiple activities at once, mass actions will come in handy.

First, select the necessary activities, then choose the action you want to perform.

For active activities, the following actions are available: complete, edit, delete, and export.

For done or canceled activities, the available actions are: restore, delete, and export.

Features

🟣 If among the selected elements there are the ones where the user does not have the necessary permissions to delete activities (according to the permissions settings), this action WILL NOT be applied to those activities. The system will also notify you about this.

🟣 If the user has no permissions at all to delete activities (according to the permissions settings), the action will be completely blocked.

🟣 Export in Activities works the same way as Export in CRM.

Filters and search

Above the list of activities there is a search bar and filters. They are designed to help easily find the required activity or a specific set of activities that are grouped by common characteristics.

You can just enter the keywords that are contained in the name.

Or you can use filters, both quick ones and those that require advanced settings.

The search takes into account both the parameters of the applied filters and the text query.

If you have additional questions or you need to contact the support, send a request to this email [email protected]