> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Activities

> Activities in SuperOffice CRM

![Activities in SuperOffice CRM -screenshot][img3]

## Types

There are two main types of activities - documents and follow-ups. In addition, mailings, form submissions, and chat records are displayed in the **Activities** section tab.

* [Follow-ups][1]
  * <i class="ph ph-calendar-blank" aria-hidden="true" /> Meeting (appointment)
  * <i class="ph ph-calendar-blank" aria-hidden="true" /> Follow-up (call)
  * <i class="ph ph-calendar-check" aria-hidden="true" /> To-do (task)
* [Documents][4]
  * <i class="ph ph-files" aria-hidden="true" /> Document (letters and other documents)
  * <i class="ph ph-at" aria-hidden="true" /> Email
* <i class="ph ph-target" aria-hidden="true" /> [Mailings][3] (bulk mailings by merged document, email or SMS)
* <i class="ph ph-chat-teardrop-text" aria-hidden="true" /> [Chat sessions][12]
* <i class="ph ph-rows" aria-hidden="true" /> Form submissions

## Where do I find activities?

The [Activities section tab][18] is available in the Company, Contact, Project, Sale, and Diary screens.

<Note>
  Activities are also displayed in the [different views][7] in the Diary screen.
</Note>

<h2 id="view">
  View activities
</h2>

The activities displayed depend on which filters you select at the bottom of the section tab. You can show all activities, or just one of the types. Click the **Filter** button (<i class="ph ph-funnel" aria-hidden="true" />) to [filter activities][17] by date and user.

![Activities section tabs shows filter options of different record types -screenshot][img4]

## Columns

The activities list columns contain the following information:

* The first column in the activities list specifies the **Completed** status of an activity. A tick (<i class="ph ph-check" aria-hidden="true" />) means that the activity is completed, while an empty box means that it is not completed.

* The **Category** column contains icons that indicate the type of activity, for example, a calendar for a meeting. These icons reflect the text in the **Type** column.

* The other columns in the activities list show various information about the activity. If not all the text in a field is visible, hold the mouse pointer over it to display it in a tooltip.

## Create activity

You create activities using the **New** menu in the top bar, or by clicking **Add** button in the section tab.

<h2 id="delete">
  Delete activity
</h2>

You can delete activities from any screen where they are displayed:

1. Select one or more activities that you want to delete.

2. Right-click the selected activity or activities and select **Delete**.

3. When asked if you really want to delete the activity, click **Yes**.

For details, see [Delete items in SuperOffice CRM][1].

[1]: ../basics/deleting-elements

## Preferences <i class="ph ph-user-circle" aria-label="Contact icon" />

After an activity is completed, it is removed from the activities list by the next day. By default, the **Activities** section tab displays to-dos that you have not completed as of today's date.

### Display future to-dos

1. Go to **Personal settings** > **Preferences**.
2. Select **Functions** and find the **Show days ahead** option.
3. Define how many days ahead you want activities to be visible for. For example, entering 7 here would display to-dos for the next week.

### Remove activity from list when completed

1. Go to **Personal settings** > **Preferences**.
2. Select **Visual effects**.
3. Update the **Remove completed activities** [preference][2].

### Highlight overdue activities

If an activity is highlighted in red type, this means that its provisional date was passed. To change this setting:

1. Go to **Personal settings** > **Preferences**.
2. Select **Functions**.
3. Update the **Mark overdue activities** option.

[1]: ../../diary/learn/follow-ups

[2]: ../getting-started/preferences

[3]: ../../marketing/mailing/learn/index

[4]: ../../document/learn/index

[7]: ../../diary/learn/index

[12]: ../../chat/learn/index

[17]: ../section-tabs/filter

[18]: ../section-tabs/activities-tab

[img3]: /media/loc/en/diary/activities-detail.png

[img4]: /media/loc/en/learn/activities-filter.png


## Related topics

- [Filter activities](/en/learn/section-tabs/filter.md)
- [Change Completed status of an activity](/en/diary/learn/change-completed-status.md)
- [Add follow-up (meeting, to-do, call)](/en/diary/learn/create-follow-up.md)
- [Dial contacts](/en/contact/learn/dial.md)
- [Work with documents](/en/document/learn/index.md)
- [Compose an email](/en/email/inbox/learn/compose.md)
- [The Activities tab](/en/learn/section-tabs/activities-tab.md)