Finding Activities and Using the Calendar

Use the Activities directory for a list of work and Calendar for a date-based view.

Use the Activities list

  1. Open Activities.
  2. Search for the activity or case.
  3. Filter by All Activities, Tasks, or Events, and choose a status if needed.
  4. Select a row or View Details to open the activity. Use Go to Case for the full case context.

Column controls let you adjust the table. CSV and PDF export are available from the list. Authorized users can select activities for bulk status changes or deletion; review the selection before applying a bulk action.

Use the Calendar

Open Calendar and use case, status, calendar source, and team filters to focus the view. Events appear on the calendar grid. Tasks with due dates appear in the side Tasks list.

Focus on one case

Use the case Activities tab to switch between its Events and Tasks. The case Calendar tab shows that case’s schedule and due-date task list.

An activity is missing

Check its dates and clear restrictive filters. Include No Calendar if it has no calendar assignment, and ensure the team filter includes its assignee. You also need access to the related case. A task without a due date will not appear as a dated calendar task.