The Activities page
See every follow-up, call and reminder across your clinic in one place.
Table of Contents
The Activities page collects every to-do across the clinic, so you can see what is due, who owns it and what is done.
Find what matters
Use the tabs: To do, Overdue, Today, Tomorrow, This week, Next week and Completed.
Use Search owner or filter to see one person, or a saved group of staff.
Use Filter to build and save your own views, private or Shared.
Use Edit columns to choose what shows, such as Due Date, Client Name or Lead Name.
Work through it
Tick an activity once it is done. Click its name to open it, and use the row menu to Edit, Duplicate or Delete it.
Up next
Next, read Getting started with activity boards.