Activities Workspace — unified activity and task tracking

One activity system the whole platform shares: log a call on a lead, a meeting on an employee, a to-do on a project — and every person sees a single unified agenda.

What you get

• Calls, meetings, to-dos, emails and reminders as first-class records
• Attached to any record across CRM, HR and projects
• Personal agenda view across every module

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 an AI copilot surface the highest-priority items for the day. Everything here is scoped strictly to that one person; the company-wide feed is reserved for managers.
• Manager — Sees the team's work across every module in one searchable, filterable activity log — grouped by day, exportable to CSV, summarised on demand by AI — while keeping their own daily task list and calendar alongside it. Creates activities for teammates and completes, snoozes, cancels or reassigns anything in scope, so a stale task never sits unowned.
• Tenant admin — Switches Activities on for the tenant and sees the full cross-module feed — every call, meeting and to-do the company logs, filterable and AI-summarised — plus every permission needed to reassign stale work company-wide. Decides whether Activities even appears in the launcher and sidebar; it's its own licensed module, kept separate from HR, CRM and Project Management, so it's only switched on for tenants that want it.

Part of one platform

Activities Workspace is one of 30+ modules sharing the same login, the same people, the same customers and the same AI copilot — see all modules or how Tarleaks ERP compares to Odoo, ERPNext and Zoho.