Activities

An activity (stored as a Task record) is anything you need to do or track in relation to another record — a call to make, an email to send, a meeting to attend, a follow-up to schedule.

Activities can be attached to almost anything: an account, a contact, an opportunity, a lead, or a case.

What activities are for

• 🗓 Tracking what you owe a customer — "Follow up with Jane on Tuesday".
• 🔁 Standardising the playbook — "Send proposal recap email 24h after demo".
• 📈 Measuring activity — a rep with no calls logged this week is a coaching opportunity.
• 🤝 Handing off — when you go on leave, your manager can see your open tasks.

The 5 activity statuses

The 4 priority levels

When you create an Urgent task, the owner gets an email alert.

The 6 activity types

• Call — a phone call to make or log
• Email — an outbound or inbound email
• Meeting — a scheduled conversation (call or in-person)
• Follow-up — a generic check-in
• Demo — a product demonstration
• Other — anything else

What an activity record stores

Recurring tasks

Mark a task as recurring and pick the rhythm (daily / weekly / monthly / yearly) and interval (every 1 week, every 2 months, etc.). The system spawns new instances when you complete the current one, all the way to the recurrence end date.

Use cases:

• Quarterly check-in with key accounts — monthly recurrence × 3.
• Daily standup notes — daily recurrence.
• Renewal reminder 60 days before contract end — set automatically by the contract flow.

What happens automatically

• Mark completed → is_completed is set to true, completed_date is stamped to now, and progress_percent becomes 100. You don't have to set any of these manually.
• Past due → if a task is past its due date and not completed, the system flags it as overdue (red badge in list views).
• Urgent alert → creating or saving an Urgent task emails the owner.

Built-in rules

• A task marked Completed must have a completed date (the system fills this in for you).
• A recurring task must have a recurrence type set, otherwise the system asks for it.
• A warning prompt suggests linking the task to at least one related record (account, opportunity, etc.) so it doesn't get lost.

Where activities appear

Activities show up in three places:

1. The task list — global "My Tasks" tab.
2. The Activity tab on the related record — open an account, see all related tasks.
3. The home page activity widget — Today's Tasks and Overdue Tasks.

Standard list views

• My Open Tasks — your incomplete tasks.
• Overdue — past due date, not completed.
• Today — due today.
• This Week — due in the next 7 days.
• Completed This Week — for activity reporting.
• By Priority — sorted by priority descending.

How the system uses activities

• Account last activity date — automatically stamped whenever a task on the account is completed. Surfaces stale accounts.
• Opportunity last activity date — same idea; surfaces stalled deals.
• Sales Dashboard — "Activities per rep this week" widget.

Tips for sales reps

• ✅ Always log a Call task after each customer call — it's how the team sees what's happening.
• ✅ Set the Reminder Date/Time if you'll forget by the due date.
• ✅ Link the task to the opportunity, not just the account — this is what surfaces it on the opportunity timeline.

Tips for service agents

• ✅ Use Follow-up tasks on cases that are waiting on the customer; set the due date to today + 3 to remember to chase.

Tips for admins

• The urgent-task email alert template can be customised.
• Recurring tasks generate one new instance per cycle. There's no calendar-style recurrence editor — adjust intervals individually.
• Activity types (Call / Email / Meeting / etc.) can be extended via the picklist. See Customization › Extending Objects.