Tasks, events, and activities are how you keep track of your work with every company, deal, and person. Tasks and events plan what's next. Activities record what already happened. Together they give you and your team the full story of every relationship.
The Three Building Blocks
Type
Use it for
Example
Where it lives
Task
A to-do you need to finish. A due date is optional.
"Send the proposal by Friday"
Agenda tab
Event
Something scheduled, with a start and end time
"Demo call, Tuesday 2–3 PM"
Agenda tab and calendar
Activity
A record of something that already happened
"Called, left a voicemail"
The record's Activity Feed
A quick way to remember it: tasks and events look forward, and activities look back.
Link Everything to a Record
When you create a task, event, or activity, link it to one or more companies, deals, or people. That link is what makes it show up on the record's profile, so anyone who opens the record can see what's planned and what's already been done. It also makes the work count in your reports.
How It Fits Together
Here's what a typical follow-up looks like:
- You call a lead and log an activity on their profile: "Called, left a voicemail."
- You create a task to call them again on Thursday.
- On Thursday, the task shows up on your Dashboard and in the Agenda tab.
- You make the call and mark the task complete.
- Pipeline CRM adds the completed task to the person's Activity Feed, so their history stays up to date.
Only completed tasks are added to the feed. Creating or editing a task that's still open doesn't add anything.
What Pipeline CRM Logs for You
You don't have to type every activity yourself. These are added to the Activity Feed automatically:
- Emails, once you connect your inbox. See Introduction to Email Sync. You can also log emails by BCC or forwarding. See Log Emails and People by BCC or Forwarding.
- Calls from a connected phone system. See Set Up and Use Pipeline Phone or Review Your Calls in Call Logs.
- Completed tasks, as described above.
- System updates, such as a deal stage change, a deal moved to another pipeline, or an owner change.
Moving over from another tool? See Import Activities from a Spreadsheet.
Where You'll Find Them
Where
What you see
Learn more
A record's Activity Feed
Everything that happened on that company, deal, or person
Filter a Record's Activity Feed
A record's Agenda tile
Upcoming tasks and events for that record
Log and Manage Tasks, Events & Activities
Your Dashboard
Today's, this week's, and overdue tasks in the Agenda tile
Dashboard Tab
The Agenda tab
All your tasks and events, as a list or a calendar
Use the Agenda List View and Use the Calendar View
People and Deals list views
The latest activity on each record, as columns
Add Latest Activity Columns to Your List Views
Get Set Up
New to Pipeline CRM? Do these first, in this order:
- Connect your email so your conversations are logged for you. See Sync Your Email.
- Sync your calendar so your meetings show up as events. See Sync Your Calendar with Pipeline CRM.
- Turn on reminders so you don't miss a due task or an upcoming event. See Set Up Task and Event Reminders.
- Create your first task and log your first activity. See Log and Manage Tasks, Events & Activities.
Save Time as You Go
- One-click notes: Save up to three ready-made notes per activity category, like "Called, left a voicemail," and log them in a single click.
- Bulk tasks: Add the same task to many records at once. See Add a Task to Multiple Records at Once.
- To-do templates: Apply a set of tasks in one step, such as an onboarding checklist. See Create and Apply To-do Templates.
- Hand off work: Move tasks and events to a teammate. See Reassign Agenda Items to Another User.
Keep Sensitive Notes Private
On the Grow plan and higher, you can mark an activity as private. Only administrators and executives can see private activities. See Log and Manage Tasks, Events & Activities.
Private notes don't count toward a record's Latest Activity.
Track Your Progress
- Activity Report: Every activity logged across your account. See Review and Export Your Team's Activity Report.
- Activity Scoreboard: Activity totals for each user. See Compare Team Activity with the Activity Scoreboard.
- Agenda reports: Counts of tasks created and completed. See Report on Your Team's Tasks with Agenda Reports.
- Daily recap email: A summary of yesterday's activity in your inbox. See Turn On Your Activity and Usage Reports.
For Admins
Admins decide how tasks, events, and activities are organized for the whole account:
Set up
Where to learn how
Activity categories, like Call, Meeting, or Site Visit
Manage Activity Categories
Task and event types
Create Task and Event Types
Priorities
Set Up Task and Event Priorities
Postpone and duration options
Set Postpone and Duration Options
Use the same names across task, event, and activity categories, like "Follow-up Call." Your reports will be easier to read.
Need help? Contact support at customercare@pipelinecrm.com.