Activities Overview

Activities track interactions, communications, and updates related to your projects.

What are Activities?

Activities log everything that happens on a project:

• Meetings - Scheduled calls and in-person meetings

• Emails - Important email communications

• Notes - Internal notes and memos

• Updates - Progress updates and announcements

• Calls - Phone conversations

Viewing Activities

Activity List

Navigate to Activities to see all activities across your projects. Activities are displayed in chronological order, with the most recent first.

Project Activities

1

Open a project.

2

Go to the Activities tab.

3

See only activities for that project.

Filtering

Filter activities by:

• Type - Meetings, emails, notes, etc.

• Project - Specific project

• Date Range - When the activity occurred

• Created By - Who logged the activity

Creating Activities

Log an Activity

1

Navigate to Activities or a project's Activities tab.

2

Click + New Activity.

3

Fill in the details:

• Type - Select the activity type

• Title - Brief description

• Description - Full details

• Date - When it occurred

• Project - Associate with a project

4

Click Create.

Quick Log

1

From the dashboard or project, use the quick activity input.

2

Type a title.

3

Select the type.

4

Press Enter.

5

Add details later.

Activity Types

Type	Use For
Meeting	Scheduled calls, demos, reviews
Email	Important email threads
Note	Internal notes and observations
Update	Progress announcements
Call	Phone conversations

Activity Details

Each activity includes:

• Title - Brief summary

• Description - Full content (supports rich text)

• Type - Category of activity

• Date - When it occurred

• Created By - Who logged it

• Project - Associated project

• Comments - Discussion thread

• Linked Issues - Related issues

Mentioning People

1

Type @ followed by their name.

2

Select from the dropdown.

3

They'll receive a notification.

Example: @John Smith please review this by Friday

Linking to Issues

1

Open the activity.

2

Click Link Issue.

3

Select an existing issue or create new.

4

The link appears on both records.

Comments on Activities

1

Open the activity.

2

Scroll to comments.

3

Type your comment.

4

Click Post.

Comments support @mentions and formatting.

Editing Activities

1

Open the activity.

2

Click Edit.

3

Update any field.

4

Changes save automatically.

Changes are logged in the activity history.

Deleting Activities

1

Open the activity.

2

Click the ... menu.

3

Select Delete.

4

Confirm deletion.

Note: This cannot be undone.

Best Practices

Logging Meetings

• Log meetings immediately after they occur

• Include key decisions and action items

• Link to relevant tasks or issues

Using Notes

• Document important observations

• Record decisions that don't fit elsewhere

• Reference in future discussions

Keeping Records

• Log significant emails for reference

• Create a paper trail for decisions

• Activities provide audit history