Activities
Overview
The Activities feature in ClosingDealz ensures that all your important tasks, meetings, and calls are well-organized and easily accessible. Activities can be created within a deal or independently through the calendar widget on the dashboard, providing flexibility in scheduling and task management.
With structured calendar views, team collaboration, and widget-based tracking, you can keep your workflow efficient and never miss a critical event.
Types of Activities
Activities are categorized into three types:
Task – General to-dos and follow-ups.
Meeting – Scheduled client or team meetings.
Call – Logged or scheduled phone calls.
Each activity can be customized with:
Start & End Time – Define when the activity occurs.
Title & Description – Add details to specify the purpose of the activity.
Assigned Team Members – Assign activities to specific users for better collaboration.
Calendar Integration
Activities can be viewed in multiple formats for better scheduling and time management:
Day View – A breakdown of scheduled activities for a single day.
Week View – A broader look at tasks and meetings for the week ahead.
Month View – A high-level monthly schedule for long-term planning.
Dashboard Widgets for Activities
The Dashboard includes dedicated widgets to help track and manage activities at a glance:
Task List Widget – Displays all activities categorized as Tasks, ensuring pending to-dos are easily accessible.
Upcoming Activities Widget – Shows all upcoming Calls and Meetings, helping users prepare for scheduled engagements.
These widgets provide quick access to essential activities without needing to navigate the full calendar.
Future Enhancements (Coming Soon)
We are continuously improving the Activities feature with upcoming integrations, including:
Google Calendar Sync – Automatically sync activities with Google Calendar.
Zoom Meeting Integration – Attach Zoom meeting links directly to scheduled activities.
More Third-Party Integrations – Additional tools to enhance scheduling and communication.
With Activities, ClosingDealz ensures that every task, meeting, and call is accounted for, making it easy to stay organized and productive.
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