Activities Workspace — unified task, follow-up and calendar software
Activities is the shared to-do and calendar layer of the suite, included in every workspace. Schedule a call, meeting or task against an employee, lead, bill or vehicle, assign it, repeat it, remind people and invite attendees by e-mail, then see everything assigned to you in one inbox. HR managers and administrators get a team-wide feed; bulk reassignment and workload statistics are available through the AI Copilot. It replaces scattered spreadsheets, sticky notes and separate task apps.
Last updated
No credit card · Ready in about a minute · Your data stays private
112 features in 13 areas · works with 19 other modules · 9 team workflows
Full feature list
Scheduling work
Put a call, meeting, to-do or reminder on the calendar in a few clicks, against the exact record it is about.
- Schedule an activity in one dialog — New activity on My activities opens the full editor, and a quick-add chip opens it already on that chip's type; the plain button starts on To-do. A lighter Schedule an activity dialog opens from an employee, department, lead, customer, candidate or chat message, and from the notes panel on a record. A title and a type are all you must fill in.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Attach an activity to any record — An activity can hang off a record in another module: an employee, a lead, a supplier bill, a vehicle, a rental booking. The record name travels with it, so the list says what the work is about. From My tasks it attaches to your own employee record.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Assign to a colleague — Pick the owner when you schedule; it defaults to you. The owner pickers list only people who have a login, so nothing is assigned to someone who could never see it.For: Manager, HR specialist, HR manager, Tenant admin
- Due date, time and duration — Set a date, an optional start time and a duration in minutes. With no time the activity is an all-day item. Created through the Copilot or the open interface without a date, it falls due after the type's default interval.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Priority: low, normal, high, urgent — Priority is saved on the activity and refused if the value is unknown. The Copilot, statistics, bulk actions and the calendar file all use it; the priority filter and the day ranking on My tasks do not read it yet.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Notes, location and meeting link — Add free-text notes, a physical location and a video-call link so the activity carries everything needed to show up.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Tags — Add tags such as a workstream or a client in the editor. The Copilot, statistics and bulk tagging can then filter, count and group by tag.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Checklist inside an activity — Break one activity into steps and tick them off in the activity panel. A duplicate, or the next occurrence of a repeating activity, starts with every box unticked.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Duplicate an activity — The Duplicate button in the activity panel copies type, notes, tags and checklist into a new planned activity. Through the Copilot you can give the copy a new date or owner at the same time. If the copy is in somebody else's name, that person gets an in-app notice they can switch off.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Sensible limits on what an activity holds — A duration runs from 1 minute to a week, an end time must be after the start, an activity carries at most 20 tags, a checklist at most 100 items and 50 attendees, and a note stays under 50,000 characters. Snoozing goes to today or later. Minutes added when finishing run from 0 to a day, so statistics never go negative.For: Employee, Manager
Activity types
The catalogue of kinds of work (call, meeting, site visit...) that every picker, list and report shares.
- 21 ready-made activity types — Every company starts with call, video call, meeting, e-mail, SMS, WhatsApp message, to-do, upload document, request signature, grant approval, reminder, field visit, schedule shift, training assignment, certification check, survey response, document expiry reminder, payroll review, interview, onboarding step and offboarding step.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Add your own types — From Settings, Activity types, add a type such as Site visit or Regulator call with a name, a short code, a category (default, upload file, phone call, meeting or reminder), an icon, a default due interval and a description.For: HR manager, Tenant admin
- Rename and re-tune a type — Change a type's name, category, icon, default interval and description at any time. The short code stays fixed so other modules that request it keep working.For: HR manager, Tenant admin
- Default due interval per type — Each type carries a default interval in hours, days, weeks or months. To-dos that other modules request without a date fall due after it, so a site visit can default to next week and a reminder to the same day.For: HR manager, Tenant admin
- Built-in types are protected — Types that other modules depend on are marked built-in. The screen lets you rename them but does not offer to archive them, so a to-do requested by HR, projects or meetings still finds its type.For: HR manager, Tenant admin
- Archive and restore types — Retire a type without losing the activities that used it, and bring it back later. Archived types are hidden from pickers but stay on history.For: HR manager, Tenant admin
- Search the catalogue — The Activity types screen searches by name, code and description and can include archived types. Anyone who can schedule activities can read it; changing it needs the type-editing right.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Types provisioned for every new company — A new company gets the full set of types automatically, so the Type list is never empty on a fresh workspace.For: Tenant admin
- Activity types are checked — A type's code is a short key, its colour a hex value, its default interval 0 to 3,650 days, and its follow-up types must be your own, so a new activity of any type always gets a sensible due date.For: Tenant admin
My tasks and my day
One place for everything assigned to you, across every module.
- One inbox across every module — Everything assigned to you from HR, sales, projects, meetings and more lands in a single list, so you stop checking five places.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Focus view: today and upcoming — The default view shows what is overdue or due today first, then what is coming, with a clear message when nothing is left.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- List view with filters — A list with search and type, priority and module filters for when you need to find one item among hundreds.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Board view by urgency — Four columns (overdue, today, upcoming, done) give a quick read on where your week stands.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Counts that tell you where you stand — Tiles and a header line show what is due today, overdue and upcoming, always counted for you alone.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Activity Copilot panel: what to do now — A side panel lists up to five overdue or due-today items to do now and flags up to three open items you have left untouched the longest. A Do button completes an item without leaving the page.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Plan my day — One button asks the AI Copilot to build a plan from your open activities across every module.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Select several and act together — Tick rows and a bar appears to complete, push to tomorrow, mark high priority or cancel them in one go. The result says how many changed and how many were skipped.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Overdue is worked out by the system — A background sweep every five minutes moves activities between planned, today and overdue, so overdue badges, filters, the Copilot and reports agree.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Activities due card on your dashboard — The Admin, Manager and Employee dashboards show how many of your activities are due today or overdue, list the first few, and link to My tasks. When nothing is due it says so.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Overdue dot in the menu — The My tasks entry in the side menu shows a dot when you have overdue activities, refreshed every minute.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Activity timeline on a record — An employee or department page shows that record's activities grouped by when they are due, with quick complete, snooze (tomorrow, three days, a week or a chosen date) and hand-over.For: HR specialist, HR manager, Manager, Tenant admin
- Keyboard shortcuts on a record's timeline — On an employee or department record the timeline responds to j and k to move, d to finish, s to snooze, r to hand over, x to select and / to search.For: HR specialist, HR manager, Manager, Tenant admin
Calendar
See your own activities by day and week, and take them into your own calendar app.
- Week strip with a day agenda — A strip of the current week (Monday to Sunday) marks the days that have activities and opens an hourly agenda from 09:00 to 17:00 for the day you pick. Items without a time, or outside those hours, are listed separately. It shows your own activities.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Find focus time with AI — Ask the Copilot to find three focus blocks this week based on what is already scheduled.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Export activities as a calendar file — Through the open interface with an API token, download activities as a standard .ics calendar file that opens in Apple Calendar, Outlook and Google Calendar. Timed items arrive as events, untimed ones as tasks, repeats keep repeating, reminders arrive as alarms and priority maps to the calendar standard. The default window is 30 days back to a year ahead; people with team-wide access can export another person's activities or limit by dates and state. Long titles and Arabic text are escaped safely.For: Employee, Manager, HR specialist, HR manager, Tenant admin
Working an activity
Open an activity and do everything to it from one panel.
- Detail panel with everything on one screen — Click an activity's title on My tasks to open a panel with notes, attendees, discussion, checklist, series and every action, instead of hunting through menus.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Complete with a note — Finish an activity from the panel; whatever you typed in the Outcome when completing box is saved as the completion note, and the record keeps who finished it and when. Add the minutes it took with Log time.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Record the outcome for reports — Through the Copilot or the open interface, record how it ended (reached, left a message, rescheduled) so statistics can group by outcome and show what calls actually produce.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Snooze to tomorrow, next Monday or a date — Push an activity forward without losing it: tomorrow or next Monday from the panel, a chosen date from a record timeline. Each snooze is counted so statistics show what keeps slipping.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Cancel an activity — Call something off. Attendees are told and no further reminders are sent for it. The reason is recorded when you cancel through the Copilot or the open interface; the Cancel button in the panel does not ask for one.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Hand an activity over to someone else — Reassign an open activity with Hand over to in the panel or from a record timeline; it reappears as planned in the new owner's list. The hand-over action needs the reassign right, which HR managers and tenant admins hold by default.For: HR manager, Tenant admin
- Edit anything on an open activity — Change the title, date, time, owner, priority, location, tags, checklist, reminders or repeat on an open activity. Finished and cancelled items are locked.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Log time spent — Add minutes against an activity as you work; the total adds up and appears in workload statistics.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Discussion thread on the activity — A comment thread on each activity keeps the reason for a snooze or a hand-over where the work is, not in a chat window. Anyone who can see the activity can comment; authors and editors can remove comments.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Archive and restore activities — Archive finished clutter instead of deleting it and bring it back later, through the Copilot or the open interface (the screens have no archive button yet). Activities are archived rather than deleted, so history stays auditable.For: HR manager, Tenant admin
- See the whole repeating series — For a repeating activity the panel lists the occurrences in the series (up to 50) so you can see what has been done and what is next.For: Employee, Manager, HR specialist, HR manager, Tenant admin
Repeats and reminders
Routine work that comes back by itself, and nudges before it is due.
- Repeat daily, weekly, monthly or custom — Pick a pattern, choose the weekdays for weekly, set an optional end date, or paste a custom rule copied from a calendar app. The rule is the calendar standard, so it round-trips to Outlook and Google.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Live preview of the actual dates — Before you save a repeat, the form shows the real upcoming dates so a wrong pattern is caught at once.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- The next occurrence appears when you finish one — Completing a repeating activity creates the next one automatically, once, so a mid-series change never rewrites history and a double click cannot fork the series. Completing in bulk does not create the next occurrence.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Plain-English description of a repeat — A rule such as every last Friday of the month is shown in words, not code.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Reminders before it is due — Choose to be reminded at the time, 15 minutes, 1 hour, 1 day or 1 week before. The reminder goes to the owner and to the attendees on the list; attendees added later join when the activity is next saved.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Reminders arrive in the bell and by e-mail — A reminder is raised within about five minutes of its time and shows in the notification bell and, by default, by e-mail, following each person's notification preferences.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Reminders stop when work is done — Finishing an activity cancels its pending reminders, and the sweep skips cancelled or archived activities, so nobody is chased for something already closed.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Reminders follow the date and the owner — Snoozing an activity moves its reminders to the new date, and handing it to someone else moves the reminders to them, so a reminder never rings for the wrong day or the wrong person.For: Employee, Manager
Attendees and invitations
Make a meeting a real meeting: invite people, collect answers, call it off cleanly.
- Invite colleagues as attendees — An activity has one owner and any number of attendees, each as chair, required, optional or for information. The activity panel adds attendees as required; the Copilot and the open interface set the other roles. Late additions are invited too.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Accept, maybe or decline in the app — Attendees answer on their own copy, and a banner on the activity shows You are invited. You can decline a meeting without having edit rights on someone else's activity.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Invitation e-mail with a calendar attachment — Each attendee receives a notification and an e-mail carrying a standard calendar invitation, so Outlook, Gmail and Apple Mail show Accept and Decline and add the event to the person's own calendar.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- One-click answers from the e-mail — Accept, Maybe and Decline links in the invitation work without signing in. Each link is signed for one person and one answer, so it cannot be edited into someone else's reply.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Answer page that works on a phone — The reply page is a small self-contained page that needs no sign-in and loads from the e-mail link alone.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Responses visible to the organiser — The owner sees who accepted, who is tentative and who declined in the activity panel, so a meeting nobody accepted is visible before the day.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Cancellation removes it from calendars — Cancelling a meeting sends a cancellation that removes the event from attendees' calendars, instead of leaving a meeting nobody will attend on the grid. Cancelling many activities in bulk does not send these.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Old invitation links stop working when the licence ends — A company whose licence has expired cannot have answers written through old e-mails.For: Tenant admin
Team oversight and reporting
For the people who answer for a team's follow-through.
- Activity log across all modules — A team-wide feed of activities from every module, grouped by day, with search, a type filter and a module filter, for people who hold the team-wide read right. It shows up to 200 entries at a time.For: HR manager, Tenant admin
- Export the log to a spreadsheet file — Download the filtered rows as a CSV (spreadsheet) file with date, type, summary, module, record and completion note, to share a weekly activity summary with leadership.For: HR manager, Tenant admin
- Summarise the team's activity with AI — One click asks the Copilot to summarise what the team has been doing.For: HR manager, Tenant admin
- Own scope by default — Without the team-wide right, every list, count and statistic is limited to the activities assigned to you, however the request is phrased; you can also open ones you were invited to. Managers work in this scope by default; HR managers and tenant admins hold the team-wide right, and administrators can grant it to other roles.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Bulk actions in one request — Complete, cancel, snooze, archive, re-prioritise, re-type, move the due date or tag up to 500 activities at once through the Copilot or the open interface. Each action checks the same right as the single-item action, so a bulk request cannot bypass a restriction.For: Manager, HR specialist, HR manager, Tenant admin
- Hand a leaver's open work to a colleague — Ask the Copilot to find a leaver's open activities and move them to someone else in one step. The new owner keeps the original due dates, and each item records who it came from and when.For: HR manager, Tenant admin
- Workload statistics — Ask the Copilot or use the open interface for open, overdue and due-today counts, completions with an on-time rate, average days to complete, snoozes, minutes logged and the oldest open item. Without the team-wide right you see your own numbers.For: HR manager, Tenant admin
- Break the numbers down by who, what and when — Group statistics by owner, type, priority, state, outcome, tag, linked module, day, week or month to answer who is overloaded, which work stalls and what calls actually produce.For: HR manager, Tenant admin
- Over two dozen combinable filters — Through the Copilot or the open interface, find work by state, priority floor, due window, overdue, tag (any or all), attendee, handed over, snoozed, repeating, has checklist, time logged, outcome, series and free text across title, record name and notes.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Saved views — Name a filter and reuse it, privately or shared with the company. Available through the Copilot and the open interface; there is no dedicated screen yet.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Bulk create and bulk edit with a rehearsal — Create or edit up to 500 activities in one request with a dry run first, an all-or-nothing option and a safe-retry key. Invitations only go out after the batch really saves.For: Manager, HR specialist, HR manager, Tenant admin
Notes and discussion on any record
Talk about a record where it lives, next to its to-dos and its history.
- Messages and internal notes — Write a message or an internal note on a record such as a supplier bill, a lead, a vehicle or a rental booking. Both are saved on the record for colleagues to read when they open it; neither is e-mailed or sent anywhere.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Follow a record — Follow a record to list yourself among its followers; posting a note follows it for you. Unfollow at any time. Followers are listed on the record, and following does not send alerts today.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- To-dos and messages in one panel — The same panel lists the record's scheduled activities and followers beside its messages, with names instead of codes.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Change history beside the discussion — Each record's history of who changed what and when sits next to the discussion, so the reason behind a change is one click away. Field names and status words read in the reader's language, Arabic included.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Schedule a follow-up straight from the record — Schedule an activity from the record's panel, or mark one done there; it appears on the record and in the assignee's inbox.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Discuss a record in chat — On records that chat can point to, Discuss in chat on the panel starts a discussion with chosen colleagues about the record. Nothing from the record is copied into the chat, and a colleague who cannot open the record sees only its type.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- The same panel across the suite — Employees, leads and deals, supplier bills, customer invoices, journal entries, e-invoicing filings, vehicles and drivers, products, price lists, stores, orders and promotions, subscriptions, plans and licences, rental bookings, items and units, and point-of-sale orders, sessions and shops all use this one panel.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Notes follow the record's own access — Anyone who can schedule an activity can write notes by default, but a record's notes open only for people who can open that record, or who were brought in by an open activity on it. An activity never brings anyone into the notes of an employee file or an attendance device.For: Employee, Manager, HR specialist, HR manager, Tenant admin
To-dos created by other modules
Work that other modules hand to people shows up in the same inbox.
- Final pay review when a termination is applied — Applying a termination creates a to-do on the employee, assigned to the person who applied it and due on the last day, so the final pay review is never forgotten. It can be handed to a payroll colleague.For: HR manager, Tenant admin
- Reminder when a certification is close to expiry — Recording a certification that expires within 30 days creates a reminder to-do for the person who recorded it, due 30 days before expiry or today if that has passed.For: HR manager, HR specialist
- Schedule or nudge from an employee's profile — From an employee's profile, the action menu schedules an activity or sets up a WhatsApp, e-mail or SMS nudge as a to-do for you, due today. The nudge reminds you to make contact; it does not send the message itself.For: HR manager, HR specialist, Manager
- Project tasks mirror into your inbox — When a project task is created or completed, the assignee gets a matching to-do, and a new comment adds a reminder, each once per change. An unassigned task goes to the person who acted.For: Employee, Manager
- Meeting action items become assigned to-dos — When the host confirms the minutes, each action item with an owner becomes a to-do for that person, linked to the meeting; guests are named but not assigned. Retries never create duplicates.For: Employee, Manager
- A scheduled meeting lands in everyone's calendar — Scheduling a meeting in Meetings creates a video-call activity with the invitees as attendees and a reminder 15 minutes before, and invites them by e-mail.For: Employee, Manager, HR manager, Tenant admin
- Interview scheduling on a candidate — Schedule interview on a candidate creates an activity linked to the candidate for the person you choose.For: HR specialist, HR manager
- Follow-ups on leads and customers — A call or meeting scheduled on a lead or customer shows in the agenda of the person it is assigned to.For: Manager, Employee
- Turn a chat message into a task — Choose Schedule an activity on a chat message to create a task from it, anchored to the record being discussed or to a neutral note for a private conversation. Using the message text is on by default only in public channels.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Requests are not created twice — Requests from meetings and projects carry a key, so a redelivered request does not make a second identical to-do. A request that cannot be understood is set aside for the platform team instead of vanishing.For: Tenant admin
- Meeting chat and poll results copied onto the activity — For a meeting room bound to an activity, confirmed chat lines and closed poll results are copied into the activity's discussion, and a line removed in the meeting is removed here too. Rooms scheduled from the Meetings screen are not bound yet, so this works for rooms created against an activity.For: Employee, Manager
AI Copilot and automation
Ask for work in plain words; the same rights and confirmations apply.
- Ask the Copilot about your work — Ask what is overdue, what is due this week, what you did last month or who is most loaded; the Copilot reads activities, counts and statistics for you.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- The Copilot schedules and updates activities — Create, change, complete, snooze, cancel, reassign, duplicate, archive and restore activities in conversation. Anything that changes data asks for your confirmation first.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Lay out a whole follow-up plan in one request — Ask for a follow-up call for each of your five largest open deals and the Copilot creates them in bulk, after a dry run, assigned to the right owners.For: Manager, HR manager, Tenant admin
- The Copilot manages attendees, replies and checklists — Add or remove attendees, answer an invitation, tick checklist items, log time and comment on an activity by asking.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- The Copilot works with notes and followers — Read a record's messages, post a note, follow or unfollow a record by asking.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- The Copilot maintains activity types — Tenant admins and HR managers can ask for a new type, a rename or an archive without opening Settings.For: HR manager, Tenant admin
- Open to your own AI tools — The same 41 actions are offered to external AI assistants over the Model Context Protocol (MCP), with the same permissions and licence checks as the screens.For: Tenant admin
- Narrowest right per AI action — Every AI action is tied to the smallest right it needs, so an employee's assistant can manage their own to-dos but cannot hand work over or edit the type catalogue.For: Tenant admin
Control, security and compliance
Who can do what, and the trail that proves it.
- Included in every workspace — Activities is part of the base suite that every company holds and cannot remove, so every module can rely on it.For: Tenant admin
- Hide it from the menu if you prefer — A tenant admin can hide Activities from the launcher and sidebar at Settings, Modules, without removing it for the modules that use it.For: Tenant admin
- Company-wide on and off switch — The platform operator can switch Activities off for every company, and a company setting can switch it off for one; screens then show a not-enabled notice and the service refuses requests.For: Tenant admin
- Permission for every action — Twelve activity rights (read all, read own, create, update, complete, cancel, reassign, archive, restore, read types, edit types, manage followers) plus read and write for notes. The server refuses anything you may not do, and most buttons are hidden when you lack the right.For: Tenant admin
- Sensible role defaults — Everyone can schedule, edit, complete and cancel activities and read and write notes, and sees their own activities. HR managers and tenant admins add the team-wide read, hand-over, archive and the type catalogue.For: HR manager, Tenant admin
- Data-protection audit trail — Scheduling an activity against an employee, attendance or applicant record writes an audit entry with legal basis, purpose and the person concerned, in line with UAE Telecommunications and Digital Government Regulatory Authority (TDRA) guidance.For: Tenant admin, HR manager
- Catalogue and archive changes are audited — Creating, archiving and restoring an activity type, and archiving or restoring an activity, are recorded with who did it. Renaming a type is not audited.For: Tenant admin
- Archived, not deleted — Activities and activity types are archived with a reason and can be restored instead of being deleted, so history stays complete for audit.For: HR manager, Tenant admin
- Each company's data stays in its own database — Activities are stored in the company's own database, and the person's company is taken from their sign-in, never from what they type.For: Tenant admin
- Arabic and right-to-left screens — The activity screens, the type catalogue, the dialogs and the notes panel have Arabic translations and right-to-left layout, using the same labels as the rest of the suite. A few labels, such as the calendar agenda heading and parts of the record timeline, are still English.For: Employee, Manager, HR specialist, HR manager, Tenant admin
- Activities feed Insights reports — Visits, calls and meetings logged in Activities are the source for the Out on the road and Meetings and events report packs in Insights, for people who hold the team-wide activity read right.For: HR manager, Tenant admin
Learn it in the app
A guided tour inside Activities teaches the work by having you do it.
- Hands-on guided tour — 4 short chapters (Plan your day; Keep your tasks; See the week ahead; Follow your team's day) that start by themselves the first time you open Activities. Each step waits for you to really do it, such as opening a list or saving a first record, and any chapter can be paused, resumed or replayed from the last row of the Activities menu or from Tours in the account menu.For: Employee, Manager, HR specialist, HR manager, Tenant admin
Works with other modules
Discussion and follow-ups on bills, invoices and journal entriesSupplier bills, customer invoices, journal entries and e-invoicing filings show the shared message thread, followers and scheduled activities of the record.Lay out a follow-up plan across a team in one requestThe Copilot creates, reassigns, snoozes and completes activities for you, singly or in bulk, and invitations are sent only after the batch has really been saved.Turn a chat message into a taskA task created from a chat message becomes an activity anchored to the record under discussion, or to a neutral note for a private conversation.Discuss a record in chat without leaving itThe notes panel on a record offers Discuss in chat, which opens a chat discussion about that record; the record's contents are not copied, and each member sees the record card only if they could open the record.Calls, meetings and to-dos on a lead appear in the shared agendaAn activity scheduled against a lead, contact, account or deal belongs to the shared activity system, so the person it is assigned to sees it in their own list.Notes and history on products, orders, stores and price listsProducts, orders, stores and price lists carry the suite's shared notes thread, so teammates discuss a record where it lives, next to the history of what changed.Discussion and follow-ups on vehicles and driversVehicle and driver pages show the shared notes thread, followers and scheduled activities for that record.Finishing activities counts towards badges and challengesEach time an activity is completed, Gamification is told who completed it and checks the company's automatic badge rules and joined challenges for that person.HR creates follow-up to-dosHR creates to-dos on an employee: the final pay review when a termination is applied, a reminder when a certification close to expiry is recorded, and nudges or scheduled activities from the employee's profile. They appear in the Activities workspace of the person they are assigned to.Logged activities feed the field sales reportVisits and calls logged in Activities are read with leads for the Out on the road pack, and meetings for the Meetings and events pack.A scheduled meeting invites its attendeesScheduling a meeting in Meetings creates a video-call activity with the invitees as attendees and a reminder 15 minutes before, and invites the attendees by e-mail.Meeting action items become assigned to-dosWhen the host confirms the minutes, every action item that has an owner becomes a to-do for that person, linked to the meeting.Invitations, cancellations and reminders reach peopleInvitations, cancellations and due reminders from Activities are delivered by the notification centre to the bell and by e-mail, following each person's preferences.Sales, shifts and shops carry their own discussionA sale, a cash session or a shop shows a shared discussion thread and followers from the workspace's activity feed, next to its change history.Task changes create to-dos in ActivitiesWhen a task is created or completed, a to-do is created in Activities for its assignee, or for the person acting when nobody is assigned. A new comment adds a reminder for the assignee. Each is created once.Interviews become activities for the interviewerAn interview booked on a candidate is created as an activity linked to that candidate, so it appears on the assigned person's My activities.Discussion and follow-ups on a rental recordNotes, followers and scheduled activities on a booking, item or unit are kept in the shared messages and activities panel, and changes to the record are listed there too.Every record shows its history and discussionThe database change history feeds a history tab, and the Activities discussion thread sits beside it on the same record.Notes and follow-up on a subscription, plan or licenceMessages, followers and activity written on a subscription, plan or licence are kept on that record and shown beside its change history.Project tasks and comments create activities for the assigneeProject task and comment events can request activities for the assignees.Chat and poll results are kept on the meeting's calendar entryFor a meeting created for a calendar entry, each in-meeting chat line and each closed poll's tally is copied as a comment onto that entry; a removed chat line is blanked there too.Compliance follow-up uses ActivitiesThe suite requires the Activities module, so follow-up tasks live in the same place as the rest of your work.Schedule interviews and follow-ups on an applicantInterviews and follow-up tasks are scheduled from the applicant page.Schedule a call or meeting on a lead or customerActivities attached to a lead or customer show on its page and in the owner's task list.Copilot works your tasksCopilot reads and, after confirmation, changes activities.Notes and follow-up live on every contractEvery contract and signing request has a place for notes, messages and follow-up tasks, beside the history of changes, shared with everyone who follows the record.
Done by more than one person
A manager assigns a task and the colleague finishes itAn organiser invites attendees and collects their answersA leaver's open work is handed to a colleagueTwo colleagues discuss a record and schedule the next stepMeeting action items become to-dos for their ownersA termination raises a final pay review for payrollA weekly routine reappears for its owner after each completionA manager asks the Copilot for a team follow-up planA colleague is pulled into a record through a chat discussion
What each role gets
- Employee — One focused agenda for everything assigned to the employee across CRM, HR and projects — a sales call, a document follow-up, a to-do — plus a weekly calendar view. Completes or snoozes anything on the list, creates new activities for themselves, and lets the AI Copilot bring forward the most urgent items of the day: what is overdue and what is due today. Everything here is scoped to that one person; the company-wide activity log belongs to HR managers and tenant admins.
- Manager — Keeps their own daily task list and calendar, creates activities for teammates and assigns them, and completes, snoozes or cancels anything in their scope — by default the activities assigned to them and those they are invited to. The team-wide activity log across every module (searchable, filterable, grouped by day, exportable to CSV and summarised by AI on demand) and handing stale work over to someone else belong to HR managers and tenant admins by default; administrators can grant both to the manager role.
- Tenant admin — Controls whether Activities is switched on for the company and sees the full cross-module log — every call, meeting and to-do the company records, filterable and AI-summarised — with every permission needed to hand stale work over company-wide. Decides whether Activities appears in the launcher and the sidebar: it is part of the base suite every company holds and cannot remove, because other modules rely on it, but it can be hidden from the menu without affecting the modules that use it.
Frequently asked questions
Is there a task and follow-up manager built into the suite?
Yes. Activities are calls, meetings, to-dos, reminders and approvals that you attach to a record in another module and see in one personal inbox. A repeating activity creates its next occurrence when you finish one, but finishing a type of activity does not start a chain of different follow-up types.
Does it work in Arabic with right-to-left layout?
Yes. The activity screens, the type catalogue, the dialogs and the notes panel have Arabic translations with right-to-left layout, and Arabic text survives the calendar-file export. A few labels, such as the calendar agenda heading, are still in English.
Can I sync activities with Outlook, Google Calendar or Apple Calendar?
Attendees receive a standard calendar invitation by e-mail that those apps understand. Activities can also be downloaded as a .ics calendar file through the open interface. It is an invitation and an export, not a live two-way sync of changes you make in Outlook.
Can employees see each other's tasks?
No. By default everyone sees the activities assigned to them, plus any they were invited to. The team-wide feed, hand-over and archiving belong to HR managers and tenant admins, and administrators can change those rights per role.
Does it send reminders and invitations by e-mail?
Yes. Reminders are raised within about five minutes of their time and reach the owner and the attendees on the list in the notification bell and by e-mail, following each person's preferences. Invitations and cancellations carry a calendar attachment. Assigning a task to someone else tells them in the bell, and on their phone.
Does following a record notify me when something changes?
Not today. Followers are listed on the record and posting a note follows it for you, but notes and follows do not send alerts; colleagues see new notes when they open the record.
Can I add my own activity types, such as site visit or regulator call?
Yes. Tenant admins and HR managers add types in Settings with a name, category, icon and default due interval. 21 types are ready on day one, including interview, certification check and document expiry reminder.
Can I hide or switch off Activities?
Activities is part of every workspace because other modules use it. An admin can hide it from the menu at Settings, Modules, and it can be switched off company-wide or platform-wide, in which case the screens show a not-enabled notice.
Can my own AI assistant or the Copilot manage my to-dos?
Yes. The Copilot reads, creates, updates, reassigns and bulk-creates activities in conversation and asks you to confirm changes. The same 41 actions are offered to external AI tools over the Model Context Protocol (MCP), with the same permissions.
Part of one platform
Activities Workspace is one of 59 apps (36 business apps and 23 ISO standards) that share the same sign-in, the same people, the same customers and the same AI copilot. See all apps or how Tarleaks ERP compares with Odoo, ERPNext and Zoho.