View Your Activity Dashboard


Purpose: The Activity Dashboard allows you to view your upcoming activities, past due activities, and much more

TABLE OF CONTENTS


View your Activity Dashboard


1. Navigate to Dashboard tab from the top menu bar


2. Locate the Scheduled Activities dashlet



Sort your Activity Dashboard


The Scheduled Activities dashlet defaults to sorting by the earliest due date. To sort activities by another field, click the Screen_Shot_2021-09-28_at_3.03.21_PM.png icon next to the header name.


The Scheduled Activities dashlet can be sorted by the below fields:


    Activity Name - The specific Activity you need to complete 


    Contact - Which customer or lead this activity is scheduled for


    Assignee - Who this scheduled activity is assigned to 


    Due Date - The Date and Time this activity is due


Edit Columns on your Activity Dashboard


You are able to add or hide to your activity dashboard for more purposeful viewing.


1. Click the Screen_Shot_2021-09-28_at_3.13.38_PM.png icon at the top right corner of your scheduled activities dashlet


2. Find the field you would like to add or hide and click the "..." icon  


3. Select Show


4. Click Save



Hint: Use the six dots to the left of each header name to reorder your columns

Past Due Activities


Past Due activities will be highlighted with a red Screen_Shot_2021-09-28_at_3.10.07_PM.png icon



Complete your Scheduled Activities


You can easily complete a scheduled activity from this dashboard.


Schedule Activities in the Future


Scheduling activities will help you keep track what needs to be completed when. You can easily schedule an activity from this dashboard.

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