List, Kanban & Calendar Views

To-Do Views

Your personal To-Dos and activities can be viewed in multiple formats. The Activities menu is accessible from any app via the view switcher (top-right icons).

Activity View (Kanban)

The default view for To-Dos is a kanban board organised by activity type:

• Columns – To-Do, Call, Meeting, Email (each activity type is a column).
• Cards – Each card shows the summary, due date, and linked record (if any).
• Colour Coding – Overdue items have a red background. Due today items are yellow.
• Drag & Drop – Drag a card to a different column to change its type. Drag to the "Done" column to mark it complete.
• Quick Create – Click the + at the top of any column to create a new activity of that type.

List View

Switch to list view for a table of all activities:

• Columns: Summary, Activity Type, Assignee, Due Date, Linked Record, Status.
• Sort by any column by clicking its header.
• Use filters: "My Activities", "Overdue", "Due Today", "Due This Week".
• Check the Done checkbox on a row to mark it complete.
• Bulk actions: select multiple rows to mark done, reassign, or delete.

Calendar View

Switch to calendar view to see your activities on a timeline:

• Activities are placed on their due date.
• Choose between daily, weekly, or monthly views.
• Click a date to create a new activity on that day.
• Drag an activity to a different date to reschedule.
• Overdue activities appear on today's date with a red indicator.

My Activities Dashboard Widget

The home dashboard includes a "To-Do" widget that shows:

• Upcoming activities (next 7 days).
• Overdue activities (in red, at the top).
• A count of total pending activities.
• Check the checkbox next to any item to mark it done directly from the dashboard.