Tasks & Activities

Overview

The task and activity system has three main components that work together:

• Activity Composer - Quick-create interface for new activities
• Activity Timeline - Chronological feed of all activities
• Task List - Full task management with filters and bulk actions

Activity Composer

The Activity Composer sits on Lead and Client record pages. It has five tabs for creating different activity types.

Task Tab

Screenshot needed: The Activity Composer showing the Task tab with Subject autocomplete dropdown, Due Date picker, and Create Task button

1. Enter or select a Subject (required) - On desktop, you can type a custom subject or filter suggestions from the dropdown. On mobile, subject is a standard dropdown only (no custom typing).
2. Optionally set a Due Date
3. Optionally select a Related Contact (for Client records with contacts)
4. Optionally add a Description
5. Click Create Task

Log Call Tab

1. Enter or select a Subject (required)
2. Optionally select a Related Contact
3. Optionally add Comments about what was discussed
4. Click Log Call

Logged calls are immediately saved as completed with today's date. They appear in the History section of the timeline, not the Focus section.

Note Tab

1. Write your note in the rich text editor (supports bold, italic, lists, links)
2. Click Save Note

Email Tab

• Desktop: Opens the Salesforce email composer pre-filled with the record context
• Mobile: Opens your native email app with the recipient pre-filled. Email content is converted from HTML to plain text for mobile compatibility.

Event Tab

Opens the standard Salesforce event creation modal, linked to the current record.

Activity Timeline

The Activity Timeline shows all activities for a record in chronological order.

Sections

Screenshot needed: The Activity Timeline showing the Focus section with overdue tasks (red border) and the History section below

Activities are grouped into two sections:

• Focus - Actionable items: overdue tasks (red highlight), open tasks, upcoming events
• History - Completed activities in reverse chronological order

Filter Tabs

• All - Everything
• Activities - Tasks and Events only (with count)
• Emails - Email messages only (with count)
• Notes - Notes only (with count)

Activity Cards

Each type has its own card format:

Tasks:

• Click the circle icon to toggle complete/incomplete
• Overdue tasks have a red left border
• High priority tasks show a "HIGH" badge in red
• Appraisal-related tasks show an "APPRAISAL" badge
• Click the card to open the detail modal for editing

Events:

• Calendar icon (non-interactive)
• Shows subject, date, and description
• Click to view/edit details

Emails:

• Shows subject, sender/recipients, and body preview
• Click to view the full email (read-only)

Notes:

• Shows rich text content directly
• Click to edit

Quick-Completing Tasks

1. Hover over the circle icon on a task card
2. Click to mark it complete
3. A Follow-Up Task prompt appears:
   • Enter a subject (with autocomplete suggestions)
   • Optionally set a due date
   • Optionally add comments
   • Click Create Follow-up or Skip

Editing Activities

Click any activity card to open a detail modal:

Task Modal Fields:

• Subject, Due Date, Priority (High/Normal/Low), Status, Comments
• Read-only: Related To, Name, Assigned To, Created By, Last Modified By
• Contact phone numbers (for Client tasks) with click-to-call and SMS links
• Actions: Mark Complete, Delete, Cancel, Save

Event Modal Fields:

• Subject, Start, End, Location, Description
• Actions: Delete, Cancel, Save

Note Modal:

• Rich text editor for the note content
• Actions: Delete, Cancel, Save

Real-Time Updates

The timeline automatically refreshes when:

• You create an activity via the Activity Composer
• Someone else creates or updates a task/event on the same record (via Change Data Capture)

Task List

The Task List is a full-featured task management interface. It appears on the Sales Home page and the Open Tasks page.

View Modes

Screenshot needed: The Task List in Split View mode - task list on the left, task detail panel on the right with a task selected

Split View (desktop, default on standalone pages):

• Left panel: Task list
• Right panel: Task details
• Click any task to view/edit in the right panel

Table View (desktop):

• Classic list with sortable columns
• Toggle between Split and Table view with the button in the top-right

Mobile View:

• Card-based layout
• Tap a card to open the detail modal
• Complete button on each card

Task List Columns (Desktop)

Column	Description
Checkbox	Select tasks for bulk actions
Complete	Circle icon - click to mark complete
Subject	Click to open task details
Related To	Link to the related record
Date	Due date (e.g. "Mon, Jan 15")
Assigned To	Task owner

Visual Indicators

• Red highlight - Overdue task (only applies to open tasks - completed tasks are never shown as overdue)
• Yellow highlight - Due today
• Strikethrough - Completed task

Date Display

• Open tasks show the due date
• Completed tasks show the completion date (not the due date)

Sorting

Click any column header to sort. An arrow shows the current sort direction.

Filters (Standalone Mode)

The Task List supports saved filters for quick access.

Screenshot needed: The Filter Builder modal showing the filter criteria fields (Assigned To, Status, Due Date, Subject Contains) and Save options

Creating a Filter:

1. Click the + button in the filter bar
2. Set your criteria:
   • Assigned To: Myself, All Users, or specific users
   • Status: Open Tasks, Completed Tasks, or All Tasks
   • Due Date: All Dates, Overdue, Today, Tomorrow, This Week, Next Week, No Due Date, or Custom Range
   • Subject Contains: Free-text search
   • Related To Type: Filter by record type (Lead, Client, etc.)
3. Enter a Filter Name
4. Optionally check Make Public (lets other users see and use this filter)
5. Click Save & Apply

Using Saved Filters:

• Saved filters appear as buttons in the filter bar
• Click a filter button to apply it (blue highlight shows active filter)
• Click again to remove the filter
• Click the edit icon to modify a saved filter

Bulk Actions

1. Select tasks using the checkboxes
2. A sidebar slides in showing "X selected"
3. Available bulk actions:
   • Set Due Date - Pick a date and click Apply to update all selected tasks
   • Delete - Delete all selected tasks (requires confirmation)

Task Detail Panel

When you click a task (in Split View or as a modal):

Editable Fields:

• Subject (with autocomplete)
• Due Date
• Status (Open / Done) - Note: the Task List only supports 2 statuses, while the Activity Timeline supports 5 (Not Started, In Progress, Waiting on Someone Else, Completed, Deferred)
• Comments

Read-Only Fields:

• Related To (clickable link)
• Name (associated contact)
• Assigned To
• Created By (with date)
• Last Modified By (with date)

Contact Phone Numbers (Client tasks):

• Shows all contacts on the Client record
• Clickable phone number (tel: link) - tap to call on mobile
• SMS icon appears only for Australian mobile numbers (starting with +614 or 04)

Actions:

• Delete (red) - Delete the task (requires confirmation)
• Mark Complete - Complete and show follow-up prompt
• Save - Save changes

Follow-Up Tasks

Screenshot needed: The Follow-Up Task prompt showing the Subject autocomplete, Due Date picker, and Create Follow-up / Skip buttons

After completing any task, a follow-up prompt appears:

1. Enter a Subject (with autocomplete suggestions from the task subject picklist)
2. Optionally set a Due Date
3. Optionally add Comments
4. Click Create Follow-up to create the task, or Skip to dismiss