🤝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 two types:

  • Task – General to-dos.

  • Meeting – Scheduled client or team meetings.

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 Meetings, helping users prepare for scheduled engagements.

These widgets provide quick access to essential activities without needing to navigate the full calendar.

Activities Just Got Smarter

The Activities feature now includes powerful integrations to help you stay on top of every task, meeting, and follow-up:

  • Google Calendar Sync – Automatically sync activities with your Google Calendar.

  • Google Meet Integration – Instantly attach Google Meet links to scheduled meetings.

  • Google Tasks Integration – Tasks are now synced directly with Google Tasks for seamless management.

With these enhancements, ClosingDealz makes it easier than ever to stay organized, connected, and productive.

Last updated