Learn how to:

Manage project-related activities from the Kanban view

Plans & Permissions:

  • Plans: Free CRM, SalesCRM, PM, ERP

  • Permissions: Projects, Activities¬†

How to add and manage activities from the project card

  • Navigate to the Kanban view (for Pipelines or Projects)

  • Scroll down to the projects or leads

  • You can manage all activities for this project from the activity icon in the project card

  • The colour of the icon indicates if an activity is due (yellow) , overdue (red) or done (green). A grey icon indicates that no activities are scheduled for this project

  • Clicking the icon opens a slider that displays all activities for this specific project in one place

  • Click on the green + icon to schedule a new activity. You can even edit the fields, add reminders, update the activity type and filter activities by their status.¬†

  • Click on the more options icon (...) to mark an activity as done, to track hours for the activity or to edit or delete the activity

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