Activities
Track tasks, calls, meetings, emails, and follow-ups against members and opportunities.
Overview
Activities represent CRM engagement items in Signals. Each activity has a type, status, priority, and can be linked to a member or opportunity via the "regarding" association. Activities help teams track follow-ups, schedule calls, log meetings, and manage tasks.
| Type | Description |
|---|---|
| Task | General to-do items and action points |
| Call | Phone calls — scheduled or logged |
| Meeting | In-person or virtual meetings |
| Email correspondence records | |
| Note | Free-form notes and observations |
Activities List
Route: /activities
Browse all activities with search, type filtering, sorting, and status views.
- Search — filter by subject (debounced, case-insensitive)
- Status filter — switch between Scheduled, Completed, and All
- Type filter — filter by activity type
- Column sorting — click column headers to sort
- Pagination — configurable items per page
| Column | Description |
|---|---|
| Subject | Activity title or summary |
| Type | Task, Call, Meeting, Email, or Note |
| Status | Current status (e.g. Scheduled, Completed) |
| Priority | Priority level |
| Regarding | Linked member or opportunity |
| Owner | Assigned user |
| Starts At | Scheduled start date/time |
| Created | When the activity was created |
Activity Detail
Route: /activities/{id}
View full activity details including description, linked entities, and audit history.
Creating Activities
Route: /activities/create
Create a new activity by specifying subject, type, status, priority, owner, and optional regarding association.
Editing Activities
Route: /activities/{id}/edit
Edit an existing activity using the same form as create.
Form Fields
| Field | Description |
|---|---|
| Subject | Activity title or summary (required) |
| Description | Detailed notes or body text |
| Location | Where the activity takes place |
| Type | Activity type (Task, Call, Meeting, Email, Note) |
| Status | Current status |
| Priority | Priority level |
| Time Status | Free, Busy, or Tentative |
| Owner | Assigned user |
| Regarding Type | Entity type the activity relates to (Member, Opportunity, etc.) |
| Regarding ID | ID of the related entity |
| Starts At | Scheduled start date/time |
| Ends At | Scheduled end date/time |
Permissions
| Permission | Description |
|---|---|
activities.access |
Access the activities module |
activities.view |
View activity details |
activities.create |
Create new activities |
activities.edit |
Edit existing activities |
activities.delete |
Delete activities |
activities.complete |
Mark activities as complete |
Scoped Activity Tabs
Activities can be viewed in context on related entity detail pages:
| Entity | Tab Location | Description |
|---|---|---|
| Member | /members/{id} Activities tab |
Activities linked to this member |
| Product | /products/{id} Activities tab |
Activities linked to this product |
| Stock Level | /stock-levels/{id} Activities tab |
Activities linked to this stock level |