Pipeline CRM

    Log and Manage Tasks, Events & Activities

    Track your to-dos, scheduled meetings, and completed interactions — all in one place.

    Before you start: Activity categories are set up by an admin. See Manage Activity Categories at the end of this article.

    Which One Should You Use?

    Type

    What it's for

    Timing

    Task

    A to-do you need to complete

    Due date optional

    Event

    A scheduled calendar item, like a 1–2 PM meeting

    Start and end time required

    Activity

    A record of something that already happened — a call, email, or site visit

    Logged after the fact

    Tasks and events look forward. Activities look back — you log them from the Activity Feed on any record profile.

    Create a Task or Event

    1. Open the create screen from any of these places:
    • Click the + icon in the top navigation bar.
    • Open the Agenda tile on any record profile.
    • Go to the Agenda tab in the main navigation.
    1. Select Task or Event.
    2. Enter a name.
    3. Associate it with one or more records — a company, deal, or person.
    4. Assign a category, owner, priority, and timing.
    5. (Optional) Add a description or notes.
    6. Click 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.
    5. (Optional) Notify team members.
    6. Click Save.

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

    Save Time with One-Click Activity Notes

    Set up template responses for actions you log over and over.

    1. Go to an activity category and create a note template — for example, "Called, left a voicemail."
    2. Save it as a one-click note.
    3. Select it the next time you log that action.

    ⚠️ Note: Each user can create up to three one-click notes per activity category.

    Work from List Views

    List views keep your workload in one screen.

    Tasks

    • See your next due task and its date.
    • Mark complete, postpone, or edit in 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 other users.

    ⚠️ Note: Private activities are available on the Grow plan only.

    To make an activity private:

    1. Toggle Private on before saving the activity.
    2. Open the note and click Edit.
    3. Select Make Private.

    Anyone other than an administrator or executive — including SuperShare users — cannot see private activities. When exporting Activity Reports, you can choose to include or exclude them.

    Manage Activity Categories

    Categories organize your work and feed your reporting. Admins set them up.

    1. Click Settings in the lower-left corner.
    2. Select the Activities tab, then click Categories.
    3. Create or edit categories as needed.

    💡 Tip: Use matching names across your task, event, and activity categories — for example, "Follow-up Call." Categories appear in the Activity Report and Scoreboard, so consistent naming makes reporting cleaner.

    Track Your Progress

    Use the Activity Scoreboard and Activity Report under the Reports tab to see how your team's effort is trending.

    Need help? Contact support at customercare@pipelinecrm.com.