Overview

Logging and tracking your users' interactions with your customers and prospects is vital for building relationships and implementing efficient processes. All Activities logged in Pipeliner help build a historical picture of the relationship with a company (for example) or the effort that has gone into progressing an Opportunity.

Pipeliner uses Tasks to manage activities such as Calls, Emails or (general) Tasks and Appointments to manage meetings (including recurring appointments synced in from Outlook). Custom Task and Appointment types can also be created for Enterprise or Unlimited Tier customers.

Tasks are differentiated by Due Date, Priority and a Status which is updated by users whereas Appointments have a Start Date/Time and End Date/Time and a Status that updates automatically depending on whether the Start Date is in the future or the End Date in the past.

Activities (both Tasks or Appointments) have an Owner in Pipeliner to represent the user logging the Activity and can be shared or delegated to other users by changing the Owner.

Tasks can sync to Google or Outlook Task/To Do lists and Appointments to a Google or Outlook Calendar by activating the relevant integrations.

Activities can be viewed from the main Activities menu as well as the main Feeds menu as well as from the Activities or Feeds tab of an individual record.

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Create a New Activity

From the Quick View

If you already have a Lead or Opportunity in your system, mouse over it from the Pipeline View, now you are viewing the Quick View. From the Quick View select the "Create Activity" button from the toolbar ⤵

There are two choices: "New Task" or "New Appointment".

Create a Meeting

Select "New Appointment" and complete all the fields including the date and time the meeting begins and ends as well as linking this activity to any entity associated with this activity such as the Opportunity, Account, and Contact Records.

Create a Task

From the detail page of the Task click on the Task dropdown and select the type of task such as ”Call”, “Email” or "Task" from the buttons at the top of the screen. Complete all the fields including the due date of the activity, as well as linking this activity to any entity associated with this activity such as the Opportunity, Account, and Contact Records. On the right side of the Activity is an option to set a reminder with a specific date and time.

NOTE: When you have completed a "Task", make sure you go back to it and mark the status as completed.

Activities can be created no matter where you are in Pipeliner.

From an Opportunity

From an Account

From a Contact

From a Lead

Activity Scheduling

Wherever you schedule your Activities from, it’s easy to see what else you’ve got already in your Calendar and to dynamically drag Appointments on your Calendar so they fit around your schedule ⤵

Hover over an appointment already on your Calendar to see more details ⤵

Drag&Drop an appointment to a new time or select a different date to view ⤵

Tasks will display at the top of the scheduling preview window ⤵

NOTE: Click on “Today” to quickly jump back to today’s date

Once you’ve confirmed the date and time, easily select from the Activity Types in your system by clicking on the correct type from the buttons at the top of the screen ⤵

NOTE: You can open/close the scheduling preview panel by clicking on the chevron if you need more space on the screen ⤵

Adding notes to an Activity and Completing Tasks

Whenever you’ve made the call or attended the meeting, you will want to add your notes. Open up the Task or Appointment, and type or copy and paste (or even speak, if you’re on the Mobile or have the voice feature enabled on your device) your notes into the "Description" field.

You can use "Rich Text" if it has been enabled by your Administrator so can add bullets or numbered lists or text formatting or even insert an image ⤵

If your Activity is a "Task" — a "Call", for example — you also need to change the Status to “Completed” ⤵

Make sure to use the power of the Voyager AI features in Pipeliner to streamline working with Activities and managing entering your comments and updates.

The Activities Menu in Pipeliner gives you options so you can choose how you want to view activities.

Using the Calendar View including setting colour coding

Use the Activities menu’s Calendar View to see those activities set on specific dates. Click on any activity in your calendar to view the detail page of that activity ⤵

From the Calendar tab in User>Settings or from the Quick Access in the Calendar itself, you can set custom colors for yourself and your colleagues which will visually differentiate the ownership of tasks and appointments in the Calendar view. You can also create custom colour “badges” that will display on activities in the calendar when the specified conditions are met ⤵

Calendar Activity Background

This setting manages the background color of the activities when shown in the Calendar (based on ownership)
You can select different users, and choose a color to display when they are the owner of an activity
The logged-in user is automatically pre-selected and assigned a colour (which the user can change)
The chosen colours display only for yourself (the currently logged-in user), they are not system-wide settings.

Calendar Activity Rules

You can set rules that display a color “badge” on the activity when the conditions are met
An “Overdue Activity” rule is created by default for all users (but can be deleted if wished). This maintains the historical behaviour that Overdue activities had the red background color in the calendar view
While you can have several rules set up, only one badge can be present on the activity card in the Calendar view. When setting up multiple rules, the first rule has the highest priority and the last rule in the list has the least. If several rules are met, the rule that is nearest the top of the list will apply and the color badge for that rule will display.

Calendar View

If the user does not set up colors for other users whose activities they can see in their calendar, those activities will be shown in grey
Color opacity differs whether the activity is in the past or present/future - present/future activities have 100% opacity whereas past and completed activities have lower opacity

Users can quickly access User Settings -> Calendar from the Calendar view and also when creating an activity if the calendar panel is open ⤵

Using the Task Board View

Use the Activities menu’s Task Board View (available only in Enterprise Tier) to help you quickly view the status of your activities and move the activity to another status and Pipeliner will automatically mark the activity with the new status ⤵

Using the List View

The "List View" gives you a simple grid and, just like in Excel, you can sort on any column header ⤵

Activities in the Navigator

Discover the helpful tool in the Navigator menu, “Notifications”, to keep an eye on how many and which Task activities are overdue, as well as those that are on time based on their due date. From the Navigator menu, scroll to the middle of the page and on the left side is the Notifications section. Click the drop-down next to tasks to discover all the upcoming activities as well as those that are overdue (in red). Click on any of the activities will open the detail page of the activity. Clicking inside any of the checkboxes will mark the activity as completed without having to open to the detail page ⤵