<!-- Source: https://docs.vinsi.ai/crm/activities -->
# 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 ![new-activity-button](https://docs.vinsi.ai/images/crm/symbols/activities/crm-new-activity.svg)

Click **New Activity** to log a new interaction.

## New Task ![new-task-button](https://docs.vinsi.ai/images/crm/symbols/activities/crm-new-tasks.svg)

This page also includes a **Tasks** tab. Switch between Activities and Tasks using the tabs at the top of the page.

![activities-tasks-tabs](https://docs.vinsi.ai/images/crm/symbols/activities/crm-activities-tabs.svg)

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Click **New Task** to create a new task.

## Organization

### Filtering Activities ![icon-filter](https://docs.vinsi.ai/images/tickets/symbols/ticket-task-management/icon-filter.svg)

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 ![icon-filter](https://docs.vinsi.ai/images/tickets/symbols/ticket-task-management/icon-filter.svg)

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 ![icon-sliders](https://docs.vinsi.ai/images/tickets/symbols/ticket-task-management/icon-sliders.svg)

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 ![icon-sliders](https://docs.vinsi.ai/images/tickets/symbols/ticket-task-management/icon-sliders.svg)

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 ![icon-chip](https://docs.vinsi.ai/images/tickets/symbols/ticket-task-management/icon-chip.svg)

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.
