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My Activities

Activities are your to-do list. Activities can be created manually from your activities views and from entity views in installed line-of-business applications; they can also be created automatically by the workflow in a business process.

Activities can be viewed and completed in many different locations.

Activities

Activities can be viewed in a traditional list, board, or calendar view.

  • List view. View your activities in a traditional view, see progress, choose displayed columns and sort the order of activities by the different columns.

  • Board view. View your activities on boards. Create and configure multiple board views, setting custom lists and criteria that dynamically show activities matching the list criteria.

  • Calendar view. View your activities in a calendar view, with options to view daily, weekly, or monthly.

Activities filters

  • Views. Create custom views to manage which activities will be displayed on the List, Board, or Calendar views.

  • Status filter. Select from the available statuses.

My Activities sidebar

Get quick access to all of your activities by clicking My Activities (the circled checkmark) in the side panel.

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