> ## 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 tab

> Learn how to use the Activities tab in SuperOffice CRM to view, manage, and track activities, follow-ups, and documents for companies, contacts, projects, and sales - all in one organized section.

There are various types of [activities][1] in SuperOffice CRM, including follow-ups, mailings, form submissions, and chat records.

The **Activities** section tab in SuperOffice CRM provides a comprehensive overview of follow-ups, documents, and emails linked to a specific entity (company, contact, project, or sale). It allows users to track and manage interactions efficiently, ensuring all relevant activities are easily accessible.

![Activities section tab (Diary) -screenshot][img2]

## Availability of the Activities section tab

The **Activities** section tab is available for:

| Entity        | Description of the Activities section tab                                                                       |
| ------------- | --------------------------------------------------------------------------------------------------------------- |
| [Company][9]  | Displays all activities related to the company.                                                                 |
| [Contact][10] | Displays all activities involving the contact, including activities involving the contact's associated company. |
| [Diary][11]   | A to-do list showing uncompleted activities, including those not yet scheduled.                                 |
| [Sale][12]    | Shows all activities linked to the sale, providing an overview of progress and interactions.                    |
| [Project][13] | Lists all activities linked to the project.                                                                     |

<h2 id="columns">
  Activities tab columns overview
</h2>

The **Activities** section tab contains the following columns to display key information about each activity:

| Column      | Description                                                                                                                                                                 |
| ----------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Completed   | Checkbox indicating if the activity is completed. A ticked checkbox (<i class="ph ph-check" aria-hidden="true" />) means completed, while an empty box means it is ongoing. |
| Type icon   | Shows the [type of activity][1] (such as meeting, call, document). Reflects the text in the **Type** column.                                                                |
| Date        | Shows when a document was created or when a follow-up is scheduled                                                                                                          |
| Type        | The type of activity, such as a meeting, to-do, or email.                                                                                                                   |
| Description | A short description of the activity.                                                                                                                                        |
| Company     | Associated company, if applicable.                                                                                                                                          |
| Contact     | The contact linked to the activity, if applicable.                                                                                                                          |
| User ID     | The user who created the activity.                                                                                                                                          |

<Tip>
  You can [configure the columns][3] on the section tab to display just the information that is most relevant to you.
</Tip>

[3]: ../section-tabs/configure-columns

## View activities

1. Go to the relevant screen, such as Company, Contact, Project, or Sale.

2. Click on the **Activities** tab to see all activities linked to the entity.

3. Double-click an activity row to open and view or edit the details of that activity.

### Filter activities

You can [filter the list][8] of activities by using the checkboxes or filters at the bottom of the section tab. This helps focus on specific activity types or timeframes.

### Include completed activities

To include completed activities in the list, ensure the **Completed** checkbox is ticked. This allows for a full view of both ongoing and past activities.

## Managing activities in the Activities tab

* **Add activity:** Click **Add**, complete the details, and click **Save** to create a follow-up.

* **Open activities:** Double-click an activity in the list. If you double-click a document, the document itself opens.

* **Move between activities:** Use the scroll arrows to navigate through activities. Use **Preview** in the [side panel][2] to quickly view details.

* **Reply to or forward emails:** Locate the saved email, right-click, and choose **Reply** or **Forward**.

## Additional tips

* **Quick navigation:** Use the [Navigator][7] to quickly switch between different entities and their corresponding **Activities** tabs.

* **Marking completion:** To change the **Completed** status of an activity, simply click the box.

* **Tooltips for full text:** If not all the text in a field is visible, hold the mouse pointer over it to display it in a tooltip.

[1]: ../basics/activity

[2]: ../getting-started/main-screen/side-panel

[7]: ../getting-started/main-screen/navigator

[8]: ./filter

[9]: ../../company/learn/index#section-tabs

[10]: ../../contact/learn/index#section-tabs

[11]: ../../diary/learn/index#section-tabs

[12]: ../../sale/learn/index#section-tabs

[13]: ../../project/learn/index#section-tabs

[img2]: /media/loc/en/diary/activities-detail.png


## Related topics

- [Introduction to activities](/en/learn/basics/activity.md)
- [Create follow-ups](/en/diary/learn/create-follow-up.md)
- [Reply to or forward email from the Activities section tab](/en/learn/section-tabs/send-email.md)
- [Change Completed status of an activity](/en/diary/learn/change-completed-status.md)
- [Delete activities in the activities list](/en/learn/basics/activity.md)
- [Filter activities](/en/learn/section-tabs/filter.md)
- [Group columns and summarize](/en/learn/section-tabs/configure-columns#calculate.md)