How to search for activities in list view?

Step 1: Access the Activities Page

• Log into your OP account.
• On the left menu, click on the Activities section.

Step 2: Filter by Date or Status

On the left panel, select one of the following to filter activities:

• All – Shows all activities.
• Overdue – Activities that missed their due dates.
• Upcoming – Scheduled activities that are yet to happen.
• Today – Activities due today.
• Done – Completed activities (as shown in the image).

These filters help you stay organized and prioritize your daily workflow.

Step 3: Filter by Activity Type

Use the activity type icons to filter specific types of tasks:

• Call – Phone call-related tasks
• Meeting – Meetings or appointments
• Reminder/Custom Activity – Timed events (e.g., WhatsApp follow-up)Follow-up/Flag – Flagged items for review
• Email – Email communication activities

Clicking one of these will show only the selected activity type in the list.

Step 4: Manage Activities in the Timeline List

Each item in the list view represents an individual activity. Here’s how you can manage them:

• Edit an activity:
  Click the three-dot menu (⋮) next to the activity and choose Edit.
• Mark as completed:
  To mark as complete, click the checkbox on the left of the activity.
• View related deal:
  To view related deals, click on the deal title (shown with the $ symbol) or the prospect name.