The Activity of your accounts: a log of notes, meetings, and milestones

What is it for?

So that each account's history doesn't live in scattered chats and in one person's head. In Activity you have a record of what you did with a client, what you discussed in a meeting, and the moments that matter — all with date, author, and context, ready for anyone on the team to find later.

What can you record?

With New note (or by opening a new entry) you choose the type:

• Note — A quick jot: a decision, a to-do, something that happened with the client. It allows mentions and images.
• Meeting — A record with Date, Agenda, Notes, and Action Items, to put on record what was agreed.
• Milestone — A key moment for the account (a launch, a contract, a result), with its color so it stands out on the timeline.

To that are added the system events: the platform records on its own actions like completing tasks, changes in integrations, or team additions. You don't have to enable anything.

The agency angle: all your accounts at a glance

From your agency workspace, Activity isn't limited to one account:

• The Account filter lets you see the activity of a specific client or cross several.
• The Pinned section separates your own pins from the Account pins, to keep what matters for each client at hand.
• When you enter an account, you also see the agency's activity related to that client, without losing the thread.

Working as a team on each entry

• Mentions — Type @ and a teammate's name to tag them; they get the notification and can reply.
• Replies — Reply to an entry to build a thread and keep the conversation in its context.
• Seen by — You see who on the team already read an entry.
• Pin — Keep at the top what can't be lost from sight.
• Create task — Turn an entry into a real task without leaving Activity.

Finding something fast

Use the search and the filters for Type (Notes, Meetings, Milestones, System), Tags, and Account, and sort by most recent or oldest. With Refresh you refresh a filtered view.