Activities

The Activities dashlet provides users a centralized location to view relevant notifications associated to key information related to activities. i.e., Upcoming and Past Due Activities. The Activity records are displayed when the logged-in user is an ‘Activity Owner’.

Activity Views

To add an activity view to the dashlet, follow the steps below.

1. Click on the ‘+’ icon on the Activities dashlet.
2. Select a view from the available dropdown list.
3. Click on the star icon to mark a view as favorite and access the ‘Favorites’ tab to see all views marked as favorites.
4. The newly added view appears as a tab on the activities dashlet.

   

5. To configure a view, either click the hamburger icon next to the desired view or click on the ‘View Options’ dropdown.