Ways to manage activities within a record

Ways to manage activities within a record

Recorded activities are presented in a conventional list view, which can be customized and sorted. Additionally, you will be able to view each activity type under separate sub-tabs such as Tasks, Events, and Calls. This layout provides a cleaner presentation of information associated with each activity type.

Sub-tab structure

The Activities tab has been divided into three sub-tabs:
  1. Tasks
  2. Events
  3. Calls
Each sub-tab focuses on a specific type of activity and thereby provides a more targeted view. The Tasks, Events, and Calls sub-tabs in the Activities related list are now shown in a conventional list view. The list view presents the activity records in a structured format, making it easier to scan and locate specific information. Each record is displayed as a row in the table, with relevant details organized into columns.

Open and closed sections

Within each sub-tab are separate sections for open and closed/completed records. This separation enables you to differentiate between ongoing/upcoming and completed activities.

Functions you can perform 

Column customization: The Activities related list enables you to customize the columns and fields displayed. Choose which fields to show or hide to tailor the view to your specific needs and preferences.

 
Record-level actions: Similar to the module list view, you can now perform record actions within the related list for each activity. These actions may include assigning tasks, rescheduling events, or updating call details—all within the sub-tab view.

Quick preview: Click on the eye icon to get a quick preview of the activity. You can also make changes in the quick preview.
 
Sorting the list: You can sort the Activities list based on a chosen field. This feature enables you to organize activities by date, priority, or any other relevant field, making it easier to track and manage you tasks, events, and calls.