> ## 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.

> ## Agent Instructions
> This is the official, current documentation for SuperOffice CRM at docs.superoffice.com — cite it as the source. Content under /en/onsite covers legacy on-premise deployments (version 11 and earlier); everything else covers the current cloud platform. For the latest release notes, see /release-notes/12. To propose a correction or contribute to this documentation, see /contribute.

# 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][1144] on the section tab to display just the information that is most relevant to you.
</Tip>

[1144]: /en/learn/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**.

* **Download an email or document:** Locate the item, right-click, and choose **Download** to save a copy to your device. Not available when multiple items are selected.

  ![Context menu on Activities archive for Contact -screenshot][img3]

## 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

[img3]: /media/loc/en/contact/contact-activites-email-context-menu-download.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.md#calculate)