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Log and Manage Tasks, Events & Activities

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Maria Herrell
Updated 3 days ago
Document, prioritize, and track your sales work using Tasks, Events, and Activities in Pipeline CRM.

What's the Difference?
  • Tasks — To-do items to complete in the future. A due date is optional.
  • Events — Scheduled items with a set start and end time (e.g., a meeting from 1–2 PM Thursday).
  • Activities — Records of actions you've taken with a company, deal, or person. Use these to document your sales process.
Create a Task or Event
  1. Open the New Task or Eventmodal using one of these methods:
    • Click the + icon in the top-right corner of any page.
    • Open a record profile, locate the Agenda tile, and click the + icon.
    • Go to the Agenda tab and click + Add New.
  2. Enter a name for your task or event.
  3. Associate it with a deal, person, or company.
  4. Select a category (e.g., phone call, meeting).
  5. Assign it to another user if needed.
  6. Set a priority if needed.
  7. Set a start/end time (events) or due date (optional for tasks).
  8. For events, check All Day if it applies.
  9. Toggle Recurring on if the task or event repeats.
  10. Add a description for additional context.
💡 Tip: Once created, click a task name to mark it complete, postpone it by 1 or 7 days, edit, or delete it.


Log an Activity
Log an activity after completing a task or interaction to keep your records accurate.
  1. Open a record profile and locate the Activity Feed tile.
  2. Click the + icon in the top-right corner of the tile.
  3. Add your notes and categorize the activity (e.g., call, meeting).
  4. Associate it with a person or deal.
  5. Notify another user if needed.
  6. Click Save.



💡 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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