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.
How Do I?
- On the Activities view click My Activities.
- If necessary, use the filters to narrow the list.
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Click the activity's type to open the activity.
- Click Detail.
- 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 Hide Detail.
- Click Summary.
- To return to the List view, click List.
Use the shortcut menu
- Do one of the following:
- In the Summary view or Details pane click the Complete button for the activity you want to delete.
- Select the activity you want to complete and in the Task Pane Common Tasks area click Complete Activity.
- Right-click the activity you want to complete and select Complete Activity.
- Follow the steps for completing an activity.
Complete multiple activities
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Select the activity you want to delete and, in the Task Pane Common Tasks area, click Delete Activity.
- Click OK.
- Select the activities you want to delete.
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In the Task Pane Common Tasks area click Delete Activity.
- Click OK.
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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.
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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.
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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.
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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.
Related Topics
Working with the Activities View
