# Logging Activities and Following Up on Tasks in "Edara CRM"

> Source: https://help.getedara.com/en/articles/90000036-logging-activities-and-following-up-on-tasks-in-edara-crm · Category: Edara CRM › Customers and communication · العربية: https://help.getedara.com/ar/articles/90000036-%D8%AA%D8%B3%D8%AC%D9%8A%D9%84-%D8%A7%D9%84%D8%A3%D9%86%D8%B4%D8%B7%D8%A9-%D9%88%D9%85%D8%AA%D8%A7%D8%A8%D8%B9%D8%A9-%D8%A7%D9%84%D9%85%D9%87%D8%A7%D9%85-%D9%81%D9%8A-%D8%A5%D8%AF%D8%A7%D8%B1%D8%A9-%D8%B9%D9%84%D8%A7%D9%82%D8%A7%D8%AA-%D8%A7%D9%84%D8%B9%D9%85%D9%84%D8%A7%D8%A1

A deal doesn't move on its own. It moves with today's call, next week's meeting, and the quote you promised to send. When all that lives in a rep's memory or a side notebook, someone misses a date, the manager only learns what happened with a customer by asking, and the colleague who takes over the account starts from zero.

Every call, meeting, task and note is logged on the record it belongs to, so the whole team sees what happened and what comes next. Whatever isn't done yet shows to its owner in one list sorted by when it is due, so a rep starts the day with what needs them first.

## Follow the Steps

You can log an activity from the record itself or from the "Activities" screen, then follow up on your tasks there until they're done.

### Logging an Activity from a Record

Every call, email, meeting, task or note is an "activity", and it is logged on a deal, an organization, a contact or a lead. The easiest way to log one is from the record itself:

1. Open the deal, organization or contact, and go to " **Timeline** ".
2. Click the type button in the row above the timeline, such as " **Call** ", " **Meeting** ", " **Task** " or " **Note** ". If they don't all fit, the rest are under "More". "Send Email" opens the email composer instead.
3. The log dialog opens with the type you picked in its title, like "Log Call". Type the "Subject" and "Notes", set the date and time, and pick the "Contact", "Owner" and "Tags" if you like. On a deal, the form also has "Guests".
4. Leave "Mark as done" at the bottom ticked, or untick it.
5. Click " **Log Activity** " on a deal, or " **Save Activity** " on an organization or contact. The activity shows on the timeline straight away.

The timeline on a record page has two parts: "Focus" for what is still to do (overdue first, then the soonest, then undated), and "History" for what is done, newest first.

> **Note:** A call, email or note starts with "Mark as done" ticked, so it goes straight to "History", and the other types start unticked so you can schedule them. Move the date into the future and the box unticks itself, because you are now scheduling, unless you set it yourself.

### Logging an Activity from the Activities Screen

The "Activities" screen gathers every call, meeting, note and task in one log, and from it you log an activity and pick the record it belongs to:

1. Choose " **Activities** " from the side menu, and click " **Log Activity** ".
2. Pick the "Type" and the "Priority" ("Low", "Normal" or "High").
3. Type a "Subject", or leave it empty and the activity is named after its type. Write the "Notes", and to mention a teammate, type @ and their name, and they get a notification.
4. Set the "Due date" and time. Pick the start time first, and the end list shows each end time with its length, such as “4:30 PM (1h)”. A new activity lasts 5 minutes unless you change the end.
5. Add a "Location" if you like, or click "Use my current location". For a meeting or a call, paste a "Video call link" if there is one.
6. Pick the "Linked deal" and the "Linked contact", and check the "Owner". It is you unless you pick someone else.
7. Tick or untick "Mark as done", then click " **Log Activity** ". You see "Activity logged ✓".

Choose the layout with "Feed" (cards) or "Table" (rows), type in "Search activities…", or click a type chip such as "All Activities" or "Call". To change several activities at once, tick them and choose "Edit fields…", "Reassign to…" or "Move to Trash".

> **Note:** Call, Meeting, Task, Note and Email are the starting types. Admins add the types your team uses, such as WhatsApp or a site visit, in "Settings → Activity Types". See [Setting Up Custom Fields, Pipelines, and Sales Lists in "Edara CRM"](https://help.getedara.com/en/articles/90000047-setting-up-custom-fields-pipelines-and-sales-lists-in-edara-crm).

### Following Up on Your Tasks and Marking Them Done

"My Tasks" is your to-do list: every open activity assigned to you, from every deal, organization and contact, grouped by when it is due into "Overdue", "Due today", "No date", "This week" and "Later", with what you finished under "Done". The badge on "Tasks" in the side menu counts what is overdue or due today:

1. Choose " **Tasks** " from the side menu.
2. To look at one group, click its chip in the top strip, such as " **Overdue** ", and click it again to go back to all the groups. On the full view each group shows its first 10 tasks, and "See all" opens the rest.
3. Click the circle at the start of the row to mark the task done. The task leaves the list and you see "Marked done". If you ticked it by mistake, click the "Done" chip, then the green tick.
4. Click the row to open the "Activity" panel, and change the date, notes, priority or anything else. Each field saves by itself when you leave it and you see "Saved", so there is no Save button.

From the "Activity" panel you can also click "Mark as done", "Duplicate" for a copy you can give a new date, or the bin to delete the activity. Deleted activities go to the trash, where they can be restored.

> **Note:** "My Tasks" isn't limited to the "Task" type: a meeting or call booked for you shows there too. To add a to-do, log an activity on the record and set its due date.

## Important Things to Know

- The subject, the type and what an activity is linked to are changed by the person who created it, and also by "Admin", "Sales Director", "Sales Manager" and "Sales Supervisor" on anyone's activity. The person it is assigned to can still change the time, notes, call outcome, location and attachments.
- To attach a file, click "Attach file", paste a screenshot with Ctrl+V (⌘+V on a Mac), or drag the file onto the dialog. Each attachment can be at most 700 KB after photos are shrunk automatically.
- To add a Google Meet or send an activity to Google Calendar, see [Connecting Gmail and Google Calendar to "Edara CRM"](https://help.getedara.com/en/articles/90000037-connecting-gmail-and-google-calendar-to-edara-crm) .
- "My Tasks" shows only your own work. To follow a team's activities, use the "Activities" screen or a report.

## Try It Yourself

Sample data — it doesn't affect any real data. Mark a task done with its circle, open a task and change its priority, or go to "Activities" and log a new activity.

## You May Be Wondering

**What is the difference between "Activities" and "My Tasks"?**

The "Activities" screen shows every activity your role lets you see, done and open. "My Tasks" shows only what isn't done yet among the activities assigned to you, sorted by when it is due.

**Why did the call I logged go straight to "History"?**

Because a call, email or note starts with "Mark as done" ticked. Untick it before saving if you are scheduling a coming call, or move its date into the future and it unticks itself.

**I marked a task done by mistake. How do I bring it back?**

Click the "Done" chip in "My Tasks", then click the green tick next to the task, and it goes back to its group.

**Can I log a call that happened yesterday?**

Yes. Set yesterday's date and time and leave "Mark as done" ticked. That time stays as its done date, so the activity lands in the right place on the timeline.