Daily use

Activities and tasks

Organize tasks, calls, meetings and follow-ups; track what is due today and what is overdue.

Use Activities to record and track what needs to be done: tasks, calls, meetings, emails and notes. It is your productivity dashboard.

Create an activity

Open Activities in the menu (or the "Activities and history" section inside a record).
Choose the type, write the subject and, if you want, set a due date (date and time).
Click Add.

Example: Type "Call", subject "Call Ana about the proposal", due today at 3pm. It appears in "Today" until you complete it.

Recurring activities

When creating an activity with a due date, choose in "Repeat" whether it is daily, weekly or monthly. When you COMPLETE the activity, the system automatically creates the next occurrence, with the due date moved forward. This is great for routines (weekly follow-ups, monthly billing reminders, and so on).

💡 The next occurrence is only created when you mark the current one as completed, so open repeated tasks never pile up. Recurrence requires a defined due date.

Snooze a task

No time to do it right now? Instead of letting the task go overdue, use Snooze to push the due date forward without losing sight of it.

In the Activities list, open the Snooze selector on the task you want to push.
Pick a shortcut: Tomorrow (at 9am), +1 day or +1 week, counted from the current due date.
Or pick "Pick date & time…" and set the exact date and time in the picker.

💡 Snoozing only changes the due date; the subject, type and link to the customer stay the same. The task leaves Overdue or Today and reappears on the new date.

Automatic reminders

Every day, the system sends a notification (in the bell) to each owner with a summary of their tasks due that day and those that are overdue, so no one forgets a follow-up. Click the notification to open the filtered list.

💡 Need to clear the list? Filter (e.g. "Today" or "Overdue") and click "Complete N tasks" to mark all the open ones shown at once. The recurring ones generate the next occurrence as usual.

💡 When creating an activity, the "Note" field accepts @mentions: type @ and choose a colleague to keep them in the loop, and they receive a notification. At the top of the inbox, the type selector (task, call, meeting…) filters the list.

Track with the filters

Open: everything that has not yet been completed.
Today: due today.
Overdue: past the due date and shown in red.
Completed: already done.

Check the box on the left to complete. The numbers next to the filters show how many activities are in each state. On the Dashboard, the activity counters are links that lead straight to the filtered list.

My tasks vs. the team's

Use the "Mine / Team" selector at the top of the list. "Mine" shows only the activities assigned to you (the default, to focus on your own pending items); "Team" shows those of the whole organization. The Dashboard always brings YOUR tasks (today, overdue and open), since it is your home screen.

Activities linked to a customer

Inside a contact or opportunity, the "Activities and history" section shows and creates activities already linked to that record. It is the customer's 360° view.

Team availability

On the Agenda (/calendario), the "Team availability" section finds times when SEVERAL members are free at once: pick the people, the window (from/to) and the duration, and the system shows the common free slots within business hours, treating each person's scheduled activities as busy.

💡 You can also ask the assistant in plain language, e.g.: "when are Ana and Bruno both free for 30 minutes this week?".

Open this article inside the system →