Activity Timeline
How the timeline works
Section titled “How the timeline works”On every contact, company, and deal detail page, the Activities tab shows a timeline of all linked activities.
The timeline is organized into two sections:
Upcoming & Overdue
Section titled “Upcoming & Overdue”Activities that are open and have a due date, sorted by due date (soonest first).
- Overdue activities have a red left border
- Due today activities have a yellow left border
- Future activities have the default styling
Past Activities
Section titled “Past Activities”Completed activities and activities without a due date, sorted by creation date (newest first).
Activity cards
Section titled “Activity cards”Each activity in the timeline shows:
- Type icon — call, email, meeting, task, or note (color-coded)
- Subject — the activity title
- Preview — first ~100 characters of the description (collapsed view)
Click an activity to expand it and see the full description and details.
Actions on activities
Section titled “Actions on activities”From the timeline, you can:
- Complete — check the checkbox to mark as done
- Schedule Follow-up — appears automatically after completing an activity
- Delete — remove the activity (author, Admin, or Owner only)