Managing activities efficiently is a key to stay organized. You can quickly mark activities as complete in Activity List View, Bulk Actions, Activity Summary, Calendar View, Global Search, Deal Summary or directly from Deal, Contact, or Company detail pages. Each approach offers a quick way to update task statuses and keeps your workflow smooth and up to date.

List View

The activity list view displays all activities in a tabular format, allowing for easy selection and updates.

1. In the list view, you can quickly mark an activity as completed by simply clicking the de-selectable radio button beside the activity. 
   
   

1. This will immediately update the status of the activity as completed, without needing any additional confirmation or steps.
   

1. It’s a fast and efficient way to manage your tasks directly from the list view.
   

Bulk Action

Bulk action enables you to mark multiple activities as completed instead of handling them individually.

1. Go to the Activities tab from the main navigation menu.
   
   

2. In the list view, check the boxes beside the activities you want to mark as complete.
3. Click the Mark as Complete button in the toolbar to update the status of the selected activities.
   
   

Activity Summary

The Activity Summary allows you to quickly update activities without leaving the list view.

1. In the activity list view, select any activity to open the Activity Summary drawer on the right side.
   
   

2. View the activity details and its current status.
3. Check the box to mark the activity as completed. This allows for quick status updates without leaving the view, ensuring efficient task management.
   
   
   

Calendar View

The Calendar View real-time task updated directly from the calendar interface.

1. Use the view menu at the top of the list view to switch to the calendar view.
   In the Calendar View, activities are displayed corresponding date and time slot
   
   
   
   
2. Select an activity to open the Activity Summary drawer and mark it as completed.
   

Global Search

Use global search to quickly find and complete specific activities.

1. Enter the activity name or relevant keywords in the global search bar present at the top.
2. From the search results, locate the activity.
3. Mark the activity as completed directly from the search list.
   
   

Add Activity Form

While adding a new activity, you can also mark the status as completed.

1. Go to the Add Activity form by clicking the +Activity button in the Activities section.
2. Fill in the necessary details for the new activity.
3. At the bottom of the form, you can mark an activity as done at the time of creation. 

Deal Detail Page

Activities linked to specific deals can be marked as complete from the deal detail page.

1. Open the Deals tab from the main menu.
2. Select the specific deal you wish to view.

3. In the activities section of the deal, find the relevant activity and click Mark as Complete.

Contact Detail Page

Activities associated with a contact can be marked as completed from the contact's detail page.

1. Go to the Contacts section from the main menu.
2. Select the contact you want to view.
3. Scroll to the activities section and click Mark as Complete for the relevant activity.

Company Detail Page

Activities tied to a company can be marked as complete from the company detail page.

1. Access the Company tab from the main menu.
2. Open the specific company record you want to view.
3. Find the activity you wish to complete and click Mark as Complete.