My Activities Dashboard

The Activities function allows you to associate tasks against your Users / People, Contacts, Companies, Leads, and Projects. Once an Activity has been added, there are different ways it can be accessed and viewed in CMap. This article will outline how to use the My Activities Dashboard box in order to help you manage your day-to-day tasks in CMap.

By default, the My Activities Dashboard box is viewed in a Grid. However, you can change this to a Calendar view by clicking the Calendar link at the top of the grid.

You can also add Personal Activities by clicking the  button, for example, ‘Remember to buy a pint of milk on the way home’.

Personal activities can only be viewed by yourself.

Hopefully, now you can easily assess any Activities that you are responsible for and keep them up to date to prevent any opportunities from going cold. Any Activities linked to a Project will appear in the Activities tab found in the Project’s area.


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