Overview
The Activity Dashboard is where you are able to see all of your open and recently completed activities. Sort, filter, and search for activities in your Activity List to accomplish tasks quickly and efficiently. Understand your open activities and productivity using the activity graphs.
Activity List
With your activity list, you can:
- Create new activities from start to finish.
- Complete activities by checking the box next to the activity subject.
- View client and related policy information on an activity.
- Sort and filter activities to keep the most important items at the top of your list.
- Choose a view range to help you plan your day, week, month.
- Track activities that were completed in the last 7 days or 4 weeks.
Activity Graphs
Quickly get a view into what is going on by using the open and completed activities graphs. All of your open activities are shown by status to give you an idea of where things are at in your to-do list. Additionally, check out your productivity from the last four weeks.
- Open Activities - by Status
- My Completed Activities - by Week
