Tasks, Events & Activities

Keep your workflow smooth and your sales process on track with Tasks, Events, and Activities. This guide breaks down each feature and shows you how to document, prioritize, and track your work—without the clutter.

What’s the Difference?

Events: Scheduled to-dos with a set start and end time (like a meeting from 1–2 pm on Thursday).
Tasks: To-do items to complete in the future. A date is optional, so you can add tasks even if you’re not sure when you’ll tackle them.
Activities: Notes and records of actions taken with a company, deal, or person. Activities help you document your sales process and stay accountable.

Creating Tasks & Events

To create a new task or event:

Open the New Add Task or Eventmodal.
1. You can find it by clicking the + icon in the top right corner.
2. In a record profile view, locate the Agenda tile and click the + icon.
3. In the Agenda/Calendar tab, click the + Add New button.
Name your task/event—keep it brief and recognizable.
Associate it with a deal, person, or company.
Categorize by type (e.g., phone call, meeting).
Assign it to another user (if needed).
Set a due date (optional for tasks).
Add a description or note for extra context.

Once created, you can mark tasks complete, postpone for 1 or 7 days, edit, or delete them by clicking on the task name.

Adding Activities

Whenever you complete a task or event, it’s best practice to record an activity:

Document details or notes about what happened.
Categorize the activity (e.g., call, meeting).
Associate it with a person or deal.
Notify another user that you’ve completed an activity.
To add an activity:
- Go to a record profile view and locate the Activity Feed tile.
- Click on the + icon located at the top right corner of the tile to open the editor.

If you have access to other users’ records, you can comment on their activity notes for better teamwork by clicking on the activity.

One-Click Activity Notes
Save time with one-click activity notes—template responses for common actions. Each user can create up to three unique notes per activity category.

For example, if you often call leads and leave voicemails, set up a one-click note like “called, left a voicemail” for the call category. Save it, log the action, and move on.

Activity Categories
Activity Categories help you organize and report on your sales efforts:

Admins can create custom categories by:
- Click on Settings in the lower-left corner.
- In the Activities tab, select Categories.
Categories appear in the Activity Report and Scoreboard.

Pro Tip: Match your task, event, and activity categories (e.g., “Follow up Call”) for easier tracking and reporting.

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.

Private Activities

Need to keep some notes under wraps? Private activities are available for administrators and executives on the Grow plan, letting you document sensitive information without sharing it with basic users.

Mark an activity as ‘Private’ by toggling Private ON before saving.
To make an old note private, edit it and select ‘Make Private.’
Basic and SuperShare users can’t see private activities.
Exporting Activity Reports? Choose whether to include private activities

To monitor your progress, use the Activity Scoreboard and Activity Report under the Reports tab.

If you have any questions or run into any trouble, reach out to our support team at [email protected].

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