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Activity sidebar

The Activity sidebar helps you manage your tasks and appointments from any screen in Hornbill. This collapsible panel stays available as you move through different areas of the platform, ensuring you never miss a deadline.

Activities Sidebar

View your activities

You can find the Activity sidebar on the right side of your browser window.

  • Notifications: The Tasks icon displays an orange counter showing the number of new activities requiring your attention.
  • Groups: Hornbill organizes activities into groups. You can click a group title to expand or collapse that section.

Tip

Activities I own This icon will show or hide activities that you own. This can be useful for seeing activities that you own, but they are assigned to someone else to complete.

Activity categories

The sidebar categorizes activities to help you prioritize your work.

New activities

The New section displays activities based on how they are assigned:

  • Directly to you: Tasks assigned specifically to your user account.
  • To your groups: Tasks assigned to a team or department you belong to. These appear under the specific group name.
  • To your roles: Tasks assigned to a specific job role you hold. These appear under the specific role name.

Filtered activities

Hornbill automatically sorts your current activities into the following time-based groups:

  • Overdue: The due date passed.
  • Today: The activity is due before the end of the current day.
  • Tomorrow: The activity is due the following day.
  • Later: The activity has a due date more than two days in the future.
  • Someday: The activity does not have a set due date.

Manage your activities

Each activity will enable the following options.

  • View or edit: Select the activity title to open a window with full details. From here, you can modify the task or mark it as complete.
  • Quick complete: Select the Tick Box to complete the activity instantly without opening the details.
  • Delete: Select the Delete icon to permanently delete the activity.
  • View related items: Click the entity hyperlink (such as a Request number or Document name) to open the specific record associated with that task. This might include a help desk request, a file, or a Configuration Item (CI).

Create new activities

You can quickly add items to your schedule using the icons at the top of the sidebar.

  • Create an appointment: Select the Calendar icon to schedule a new meeting or timed event.
  • Create a task: Select the Notepad icon to create a new activity for yourself or others.
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