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

TABLE OF CONTENTS

• View your Activity Dashboard
• Sort your Activity Dashboard
• Edit Columns on your Activity Dashboard

• Past Due Activities
• Complete your Scheduled Activities
• Schedule Activities in the Future

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 theicon 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 theicon 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 will be highlighted with a red circle 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.