New views to manage activities within a record
We hope you're well!
Today, we're here with a
useful update to the Activities related list. As you might be aware,
parent records display related information from other modules as related
lists. This helps you get a 360-degree view of what's happening with a
record in one place. One such related list is Activities.
Within
a record, you can see two types of activities—closed and open—each with
its own associated tasks, meetings, calls, and appointments.
Classifying activities based on type and timeline helps you stay
productive. We are now enhancing Activities related lists with new views
for each activity types: column view, chronological view, and tab view.
Let's look at the views!
Column view:
The column view is what you see right now in your account. It's a basic
organization of your activities in columns and enables you to view all
your calls, meetings, and tasks at a glance.
Chronological view:
As the name suggests, this view arranges your activities in
chronological order, enabling you to prioritize your work effectively.
Tab view:
The tab view resembles a conventional list view and displays each
activity under dedicated tabs. Just as you can sort a list view, tab
views let you sort activities based on field attributes.
If
you have any feedback or suggestions, please feel free to drop them in
the comments sections; our experts will be happy to read and consider
them.
Thanks and have a good one!
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