What is the Activity Tab?
The Activity Tab is a compilation of the all the notes, tasks, texts, emails and reminders associated with the project. It is a great place to log activities and case updates for all project followers and collaborators to see.
To make an entry on the Activity Tab, click the "Write a note" text box at the top of the Activity Feed. Notes are automatically created when you begin typing. To create a task, enter the "@" sign followed by the username of the individual you are assigning the task to.
Pro tip! To mention someone on a note or task, type "+@username" sign. This essentially makes them a follower of that specific item. For more pro tips for the activity tab, check out this cheat sheet.
Tasks - The To Do List Icon
Notes - The Sticky Note Icon
Texts - The Chat Bubble Icon
Emails - The Envelope Icon
Reminders - The Bell Icon
*Please note that reminders do not appear in the Activity tab unless specifically searched for using the filter option described below. This is to prevent the Activity tab from being overwhelmed by reminders.
The Filter is Your Friend
As a project develops over time, you will need a way to find the most important information. We recommend you become proficient at Filtering the information in the Activity Tab so nothing falls through the cracks.
Locate the filter button on the right-hand side of the Activity Tab.
Click the drop-down to see a list of items you can filter by so no time is wasted swimming through a sea of entries.