# 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

{% stepper %}
{% step %}
Open a project.
{% endstep %}

{% step %}
Go to the **Activities** tab.
{% endstep %}

{% step %}
See only activities for that project.
{% endstep %}
{% endstepper %}

### 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

{% stepper %}
{% step %}
Navigate to **Activities** or a project's Activities tab.
{% endstep %}

{% step %}
Click **+ New Activity**.
{% endstep %}

{% step %}
Fill in the details:

* **Type** - Select the activity type
* **Title** - Brief description
* **Description** - Full details
* **Date** - When it occurred
* **Project** - Associate with a project
  {% endstep %}

{% step %}
Click **Create**.
{% endstep %}
{% endstepper %}

### Quick Log

{% stepper %}
{% step %}
From the dashboard or project, use the quick activity input.
{% endstep %}

{% step %}
Type a title.
{% endstep %}

{% step %}
Select the type.
{% endstep %}

{% step %}
Press Enter.
{% endstep %}

{% step %}
Add details later.
{% endstep %}
{% endstepper %}

## 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

{% stepper %}
{% step %}
Type `@` followed by their name.
{% endstep %}

{% step %}
Select from the dropdown.
{% endstep %}

{% step %}
They'll receive a notification.
{% endstep %}
{% endstepper %}

Example: `@John Smith please review this by Friday`

## Linking to Issues

{% stepper %}
{% step %}
Open the activity.
{% endstep %}

{% step %}
Click **Link Issue**.
{% endstep %}

{% step %}
Select an existing issue or create new.
{% endstep %}

{% step %}
The link appears on both records.
{% endstep %}
{% endstepper %}

## Comments on Activities

{% stepper %}
{% step %}
Open the activity.
{% endstep %}

{% step %}
Scroll to comments.
{% endstep %}

{% step %}
Type your comment.
{% endstep %}

{% step %}
Click **Post**.
{% endstep %}
{% endstepper %}

Comments support @mentions and formatting.

## Editing Activities

{% stepper %}
{% step %}
Open the activity.
{% endstep %}

{% step %}
Click **Edit**.
{% endstep %}

{% step %}
Update any field.
{% endstep %}

{% step %}
Changes save automatically.
{% endstep %}
{% endstepper %}

Changes are logged in the activity history.

## Deleting Activities

{% stepper %}
{% step %}
Open the activity.
{% endstep %}

{% step %}
Click the **...** menu.
{% endstep %}

{% step %}
Select **Delete**.
{% endstep %}

{% step %}
Confirm deletion.
{% endstep %}
{% endstepper %}

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