Activities
Log and review all the interactions your team has had with contacts and companies.
Created April 1, 2026
Overview
The Activities page is a log of every interaction in your CRM — calls, emails, meetings, and more — tied to contacts, companies, or deals.
Use the navigation bar at the top to quickly switch between All Activities, My Activities, or Activities by Status.
New Activity 
Click New Activity to log a new interaction.
New Task 
This page also includes a Tasks tab. Switch between Activities and Tasks using the tabs at the top of the page.
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Click New Task to create a new task.
Organization
Filtering Activities 
Narrow down the activities list using any combination of the following filters:
- Status — filter by Open, Pending, On Hold, Resolved, or Closed
- Priority — filter by Low, Medium, High, or Urgent
- Agent — show records assigned to a specific agent
- Created — filter by creation date or date range
- Department — filter by department
- Group — filter by team or group
- Contacts — search by name or email
- Category — filter by category
- Due By — filter by deadline
Filtering Tasks
Narrow down the tasks list using any combination of the following filters:
- Task Status — filter by Open, Pending, On Hold, Resolved, or Closed
- Ticket Priority — filter by Low, Medium, High, or Urgent
- Assignee — show tasks assigned to a specific team member
- Created — filter by creation date or date range
- Due By — filter by deadline
Activities Columns 
By default, the following columns are displayed: Subject, Contact, Due Date, State, Status, Priority, Assigned To, & Ticket #
You can optionally enable: Type, Source, Tags, Department, Group, Requester Email, Created, Closed At, Resolved At, & Updated
Tasks Columns
By default, the following columns are displayed: Task, Ticket, Contact, Due Date, State, Status, Priority, & Assigned To
You can optionally enable: Ticket #, Ticket Status, Contact Email, Description, Created By, Created, Completed At, & Updated
AI Assistant 
The built-in AI assistant can help you work more efficiently with your activity log. Use it to create custom filters, sort and group records, and calculate totals — without needing to configure everything manually.
Simply describe what you want to see in plain language and the AI assistant will build the filter or grouping for you automatically.