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Log and Manage Tasks, Events & Activities

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Maria Herrell
Updated 3 days ago
Track your to-dos, scheduled meetings, and completed interactions — all in one place.

Before you start: Activity categories are managed by an admin in Account Settings > Activity Categories.

The Three Types
  • Tasks — To-do items you need to complete. A due date is optional. Tasks have an open/completed status so you can track what's done.
  • Events — Scheduled calendar items with a required start and end time (e.g., a meeting from 1–2 PM Thursday). Events also have an open/completed status.
  • Activities — Records of interactions that have already happened (calls, emails, site visits, etc.). Logged after the fact via the Activity Feed on any record profile.

Create a Task or Event
  1. Click the + icon in the top navigation bar — or open the Agenda tile on any record profile — or go to the Agenda tab in the main navigation.
  2. Select Task or Event.
  3. Enter a name and associate it with one or more records (company, deal, or person).
  4. Assign a category, owner, priority, and timing.
  5. Add a description or notes if needed, then save.


Log an Activity
  1. Open the relevant company, deal, or person profile.
  2. Click the Activity Feed tile.
  3. Select a category and fill in the details.
  4. Associate the activity with any related records and optionally notify team members.
  5. Save the activity.


💡 Tip: If you have access to another user's records, you can comment on their activity notes by clicking on the activity.


Save Time with One-Click Activity Notes
Set up template responses for common actions to log activities faster.
  1. Go to an activity category and create a note template (e.g., "Called, left a voicemail").
  2. Save it as a one-click note.
  3. Select it next time you need to log that action.
⚠️ Note: Each user can create up to three one-click notes per activity category.


Manage Activity Categories
Categories help you organize and report on your sales efforts.
  1. Click Settings in the lower-left corner.
  2. Select the Activities tab, then click Categories.
  3. Create or edit categories as needed.
💡 Tip: Match your task, event, and activity categories (e.g., "Follow-up Call") for easier tracking and reporting. Categories appear in the Activity Report and Scoreboard.


Working from List Views

Stay on top of your workload with list views:
Tasks
  • View your next due task and its date.
  • Mark as complete, postpone, or edit with a single click.
Activities
  • See your latest activity and when it was updated.
  • Add new activities or review past ones.


Use Private Activities
Private activities let administrators and executives document sensitive notes without sharing them with basic users.
⚠️ Note: Private activities are available on the Grow plan only.
  1. When logging an activity, toggle Private on before saving.
  2. To make an existing note private, open it, click Edit, and select Make Private.
⚠️ Note: Basic and SuperShare users cannot see private activities. When exporting Activity Reports, you'll have the option to include or exclude private activities.


To monitor your progress, use the Activity Scoreboard and Activity Report under the Reports tab.Need help? Contact support at [email protected]. 
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