My Activities Tab
The My Activities tab in the Activities view displays all of the activities in which you are a leader or member. If an activity is recurring, only the first or current occurrence displays.
The Participant Count column provides a count of all contacts or leads who are listed in the activity Participants tab and are therefore associated with the activity.
On this page you can:
- View your activities:
- On the Activities view click the My Activities tab.
- If necessary, use the filters to narrow the list.
- Click the activity's type to open the activity.
- View or hide the details
pane:
- Click .
- Select a record. The Details pane displays at the bottom of the list view with detailed information about the selected record.
- To hide the Details pane, click .
- View the summary pane:
- Click .
- To return to the List view, click .
- Use the shortcut menu
- Complete an activity:
- Do one of the following:
- In the Summary view or Details pane click the button for the activity you want to delete.
- Select the activity you want to complete and in the Task Pane Common Tasks area click .
- Right-click the activity you want to complete and select .
- Follow the steps for completing an activity.
- Do one of the following:
- Complete multiple activities
- Delete an activity:
- Select the activity you want to delete.
- In the Task Pane Common Tasks area, Click the link.
- Click .
- Delete multiple activities:
- Select the activities you want to delete.
- In the Task Pane Common Tasks area click the link.
- Click .
- Schedule a phone call:
- Do one of the following:
- In the Task Pane Common Tasks, under Schedule, click Phone Call.
- Right-click in the grid, point to Schedule and click Phone Call.
- Follow the steps to schedule a phone call.
- Do one of the following:
- Schedule a meeting:
- Do one of the following:
- In the Task Pane Common Tasks, under Schedule, click Meeting.
- Right-click in the grid, point to Schedule and click Meeting.
- Follow the steps to schedule a meeting.
- Do one of the following:
- Schedule a to-do:
- Do one of the following:
- In the Task Pane Common Tasks, under Schedule, click To-Do.
- Right-click in the grid, point to Schedule and click To-Do.
- Follow the steps to schedule a to-do.
- Do one of the following:
- Schedule a personal
activity:
- Do one of the following:
- In the Task Pane Common Tasks, under Schedule, click Personal Activity.
- Right-click in the grid, point to Schedule and click Personal Activity.
- Follow the steps to schedule a personal activity.
- Do one of the following: