Activities
Some tooltip text!
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The Activities section tab shows all activities that are linked to the active project: follow-ups (meetings, to-dos, calls) and documents (including merge documents, reports and email).
Double-click an activity in the section tab to view or edit it, as required.
Columns in the Activities section tab
Completed status 
The first column in the Activities section tab indicates the Completed status of an activity. A tick in the checkbox 
means that the activity is completed, while an empty box means that it is not completed.
Type icons
The second column contains icons that indicate the type of activity. These icons reflect the text in the Type column.
| Icon | Description |
|---|---|
 |
Meeting (appointment) |
 |
Follow-up (call) |
 |
To-do (task) |
 |
Document/report |
 |
|
 |
Mailing |
 |
Chat conversation |
Other
| Column | Description |
|---|---|
| Date | The date the activity was created or completed, depending on the type of activity in question. See note below |
| Type | The type of activity and matches the above-mentioned type icons. |
| Text | A description of the activity. |
| Company | Any company the activity is linked to. |
| Contact | Any contact included in the activity. |
| User ID | The user ID of the person who created the activity. |
Note
For documents, the date is when the document was recorded.
For Follow-ups, the date is when the follow-up takes place.