Overview
Within a Sales Opportunity record there is a dedicated Activities tab. Here, activities are most commonly added in the following ways:
If the case type has a Timeline:
All activities are added to the record as soon as the case record is opened
If the case type has a Sequence:
The initial activity in the sequence is added, and the subsequent activities thereafter, in accordance with the original set-up of the sequence
Manually
Activities are added by those with relevant access to the record, as and when required
Filtering Options
Below is an example of a populated activity feed:
Each activity can be selected to open up further details.
You can filter and manage activities in a number of ways:
Settings Cog: Option to display overdue activities first (default)
Checkbox icon: Enables activities multi-select
Actions dropdown menu: Once the checkbox above is enabled, and at least one activity is selected, the following options appear:
Timeline dropdown: Filter between Timelines associated with the record (therefore only useful if your case type uses more than one timeline)
My Activities / Delegated / All: Further filtering options
All Activity Categories dropdown: Filter by the type of activity e.g. task, milestone
Paperclip icon: Toggle between activities with / without attachments
Star icon: Toggle between starred / not starred activities
Filter Activities: Opens up 6 further filtering options
Linear timeline: Filter by year and month to the right of the screen
Adding a New Activity
Whilst accessing any tab within an individual record (including the Activity Feed), a new activity can be added towards the top-right of the screen:
Options displayed here will depend upon the Activity Types enabled on the case type itself.