Activities — User Guide

Who can use Activities

Your workspace must have the Activities module installed. Your role must include the relevant permissions (view, create, update, delete, restore, force.delete, assign, complete as needed).

Without assign, you only see activities assigned to you.

List

Open Activities from the sidebar under CRM (after Meetings).

• Search by subject or body
• Filter by type, status (open / completed), assignee, or toggle My Activities
• KPI cards summarize total, my activities, open, completed, and due soon
• The table shows the latest note; hover a truncated preview to read the full note
• Users with restore can filter Active / Include deleted / Deleted only, then Restore a soft-deleted activity from the row menu
• Delete permanently requires activities.force.delete — granted to the workspace owner by default

Create & edit

1. Click New activity
2. Choose a type (call, email, note, follow-up, other)
3. Enter subject (required) and optional body / due date / assignee
4. Link at least one Contact, Company, or Lead (pickers appear when those modules are installed — use New beside a picker to create and select inline when you have create permission)
5. Save

Edit from the row menu or the record page.

Complete

From the record page (or row menu when available), Complete sets the completed timestamp. Open activities have no completed_at.

Assignment

Users with assign can set or clear the assignee from the record page or the create/edit form.

Notes & activity

• Notes — free-form notes on the engagement
• Activity — timeline of create, update, assignment, note, complete, and delete/restore events

When you log or complete an activity linked to a Contact, Company, or Lead, a matching entry appears on that record’s Activity tab.