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:
- Complete activities with one click - check the box located to the left of the activity for quick completion.
- View client and related policy information on an activity.
- Sort and filter activities - allowing you to find and keep the most important items at the top of the list.
- Select your view range to help you plan your day, week, month.
- View completed activities from 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 acitivies are shown by status to give you an idea of where things are at in your todo list. Additionally, check out your productivity from the last four weeks.
- Open Activities - by Status
- My Completed Activites - by Week
