Overview
The Activity Timeline consolidates five types of activities into a single, organized view:| Activity Type | Icon | Description |
|---|---|---|
| Task | Checkbox | Action items, to-dos, and follow-up work |
| Call | Phone | Phone call records with outcomes and notes |
| Meeting | People | Scheduled meetings with agendas and recordings |
| Envelope | Email communications sent and received | |
| Note | Document | Internal notes and observations |
Where to Find Activity Timelines
Activity Timelines are available on the profile pages of all major record types:- Account Profile → Activity tab
- Contact Profile → Activity tab
- Candidate Profile → Activity tab
- Project Profile → Activity tab
- Job Profile → Activity tab
- Application Profile → Activity tab
Key Features
Creating Activities
You can create new activities directly from the Activity Timeline using the quick-action buttons in the header:- Task - Create a new task with title, description, due date, and priority
- Call - Log an inbound or outbound call with duration and outcome
- Meeting - Schedule a meeting with participants, location, and agenda
- Email - Compose and send an email (opens the email composer)
- Note - Add internal notes or observations
Viewing Activity Details
Each activity in the timeline displays:- Title or Subject - The primary identifier of the activity
- Type and Subtype - Visual indicator of the activity type (e.g., “video_call” for meetings)
- Creator - Who created or logged the activity
- Timestamp - When the activity was created (displayed as relative time, e.g., “about 1 month ago”)
- Related Records - Badges showing linked Accounts, Contacts, Candidates, Projects, Jobs, and Users
- Full descriptions and notes
- Status and priority (for tasks)
- Duration and outcome (for calls)
- Participant list and meeting notes (for meetings)
- Email body and attachments (for emails)
Expand All / Collapse All
Use the Expand All button to view detailed information for all activities at once. Click again to collapse all expanded entries.Search and Filter
Click Search & Filter to access powerful filtering options:Text Search
Search across activity titles, descriptions, and content to quickly find specific activities.Filter by Activity Type
Filter the timeline to show only specific activity types:- All Types (default)
- Tasks
- Calls
- Meetings
- Emails
- Notes
Date Range Filter
Narrow down activities to a specific time period:- From Date - Show activities from this date onward
- To Date - Show activities up to this date
Pagination
For records with many activities, the timeline is paginated for optimal performance:- View the current range (e.g., “Showing 1 to 25 of 60 activities”)
- Change the number of items displayed per page (10, 25, 50, or 100)
- Navigate between pages using the pagination controls
Editing Activities
Click the Edit icon (pencil) on any activity to modify its details. This opens an edit modal where you can update:- Activity type-specific fields
- Related records
- Status and priority
- Dates and times
Deleting Activities
Click the More options menu (three dots) on an activity to access the delete option. You will be asked to confirm before the activity is permanently removed.Related Records
Activities can be linked to multiple records simultaneously. For example, a meeting activity might be linked to:- An Account (the company)
- Multiple Contacts (meeting attendees)
- A Project (the subject of the meeting)
- Assigned Users (your team members)
- Blue (Building icon) - Accounts
- Green (Person icon) - Contacts
- Purple (Briefcase icon) - Projects
- Orange (Document icon) - Jobs
- Pink (Person checkmark icon) - Candidates
- Gray (People icon) - Users
Real-Time Updates
The Activity Timeline updates in real-time. When a colleague creates, edits, or deletes an activity on a shared record, you’ll see the changes reflected immediately without needing to refresh the page.Empty State
When a record has no activities yet, you’ll see a message: “No activities found” with guidance to start tracking activities. If you have active filters that return no results, a message will suggest adjusting your search criteria.Best Practices
- Log activities promptly - Record calls, meetings, and notes soon after they occur for accurate tracking
- Use descriptive titles - Make activity titles clear and searchable
- Link related records - Connect activities to all relevant Accounts, Contacts, Candidates, and Projects
- Add follow-up tasks - Create tasks for action items that emerge from calls and meetings
- Use filters effectively - Filter by type and date to quickly review specific interaction history