The Activities card in the Radar for Zoho Desk app brings Tasks, Calls, and Events together in a single view, allowing users to track schedules, follow-ups, meetings, and operational work from anywhere.

Designed for mobile-first teams, the Activities card helps supervisors, operations managers, and agents stay informed and take action while away from their desks. Users can access activities, view activity details, apply filters and sorting, and manage activities directly from the Radar app.

Business scenario  

A field operations manager is conducting customer site inspections throughout the day. Using the Activities card in Radar, the manager reviews scheduled inspection events, checks pending tasks, and accesses customer call details directly from a mobile device. This enables faster coordination and better operational tracking without logging in to the web application.

Use cases  

Supervisor  

A supervisor can monitor open, closed, and overdue tasks to assess team productivity and identify pending work items.

Operations Manager  

An operations manager can schedule and track field inspection events while traveling or working remotely.

Agent  

An agent can access scheduled calls and customer meetings, update activity details, and manage follow-ups directly from the mobile app.

Availability:

The Activities card must be enabled in the Radar Store before it can be accessed.

Permission required: Activities permission in Radar

1. The Activities permission provides combined access to Tasks, Calls, and Events. Users without this permission cannot access the Activities card.
   
2. Access to activities also depends on the user's Zoho Desk profile permissions.
   

Why use the Activities card

With the Activities card, you can:

• View Tasks, Calls, and Events from a single workspace
• Track meetings, follow-ups, and scheduled activities in real time
• Filter and sort activities to find relevant records faster
• Access detailed activity information and associated fields
• Manage activities without switching to the desktop application
• Improve operational visibility for supervisors and field teams

Enable the Activities card  

To enable the Activities card:

1. Open the Radar app.
2. Go to the Radar Store.
3. Locate Activities under Productivity Cards.
4. Tap Enable.

Once enabled, the Activities card appears as a Main Card.

View activities  

The Activities card displays all Tasks, Calls, and Events that are accessible to the user.

To view activities:

1. Open the Activities card.
2. Browse the activities list.
3. Use filters and sorting options to narrow down results.
4. Tap an activity to view its details.

Customize the activities list  

Layout  

Choose how activities are displayed:

• Grid
• List
• Table
  

Search  

Use the search option to quickly find a specific activity.

Filter  

Activities can be filtered using available activity fields.

Common filter options include:

• Activity Owner
• Due Date
• Status
• Priority
• Created Time
• Modified Time
• Activity Type
  

Sort  

Activities can be sorted using the following fields:

• Subject
• Category
• Due Date
• Status
• Priority
• Created Time
• Modified Time

The selected field can be sorted in ascending or descending order.

Viewing activities  

The Activities card allows you to view all activities in a single place or focus on a specific activity type.

To view activities:

Starred views  

You can mark frequently used views as favorites for quicker access.

Views that you star are displayed under the Starred Views section, making it easier to access the views you use most often. All other available views are displayed under the All Views section.

For example, if you frequently work with a particular task, event, call, or activity view, you can star it and access it directly from the Starred Views section instead of searching through the complete list of views.