My Schedule

My Schedule, within the Activities module, brings together the activities assigned to you. You can review deadlines, open related records, and update each activity's status.

In this guide

• View your activities
• Use list views and tools
• Create an activity
• View an activity
• Manage an activity

General workflow

1. Open Activities → My Schedule to review your assigned activities.
2. Choose a view or use the list tools to find an activity.
3. Open an activity to review its details and related record.
4. Mark it as done, edit it, or cancel it as needed.

Activities are created from the Chatter of a record. Once scheduled, they appear in both that record's Chatter and My Schedule.

View your activities

Go to Activities → My Schedule. The list displays activities assigned to the current user.

Figure 1. My Schedule list

Information in the list

Each row represents an activity. The list provides its summary, type, related module and record, assignee, and due date.

Figure 2. Information in the activity list

Column	What it shows
Summary	Title or short description of the activity.
Activity Type	Type of activity assigned.
Related Module	Module containing the associated record.
Related Record	Specific record linked to the activity.
Assigned To	User responsible for the activity.
Due Date	Deadline for completion.

Depending on system configuration and permissions, you may also see Company, Created By, Creation Date, and Update Date.

Use list views and tools

Choose a view

Views organize your activities by status or due date.

Figure 3. My Schedule views

View	Activities shown
All	All activities assigned to you.
Pending	Activities awaiting completion.
Completed	Completed activities.
Today	Activities due today.
This Week	Activities due this week.
This Month	Activities due this month.
Later	Activities due after the current month.
Overdue	Pending activities past their due date.

Use the Action Group (⋮) menu at the top-right of the list to manage views. A view's menu offers Apply View, Remove from Favorites, and Set as Default. Select Reset to restore the default view configuration.

Use the list tools

The list also provides tools for locating and organizing activities.

Figure 4. List tools

Tool	What it does
Group By	Organizes activities using the available grouping criteria.
Search	Finds activities by keyword.
Filters	Narrows the list using specific criteria.
Column Manager	Selects and arranges the visible columns.

Create an activity

Activities are scheduled from the Chatter of a record. To create one:

1. Open the record the activity relates to.
2. Open its Chatter.
3. Select Schedule Activity.
4. Complete the form and select Schedule.

Figure 5. Activity scheduling form

Field	What it does
Activity Type	Sets the kind of activity: Meeting, Exception, Pending Task, or Call.
Due Date	Sets the deadline.
Summary	Adds a title or short description.
Assigned To	Selects the user responsible for the activity.
Logged Note	Adds observations or other information.

Select Schedule to save the activity or Cancel to close the form without saving.

Where the activity appears

The activity is recorded in the source record's Chatter, with its type, assignee, due date, summary, and note.

Figure 6. Activity in Chatter

It also appears automatically in Activities → My Schedule for the assigned user.

Figure 7. Activity in My Schedule

View an activity

Select an activity in the list or open its Action Group (⋮) menu at the end of the row.

Figure 8. Activity actions menu

Select View to see the activity's full information, including its related record and audit details.

Figure 9. Activity details

Manage an activity

The activity detail view provides actions to open the source record, complete the activity, cancel it, or edit its details.

Figure 10. Activity actions

Open the source record

Select Open Source Record to go directly to the record linked to the activity. For example, an activity scheduled from a lead opens that lead's record.

Mark an activity as done

Select Mark as Done when you have completed the activity. Enter the required Feedback to record the result, then select Mark as Done to save it. Select Cancel to close the window without changing the activity.

Figure 11. Completing an activity

The activity moves from Pending to Completed. Its feedback is stored in the related record's Chatter.

Cancel an activity

Select Cancel on the activity to open a confirmation window. Choose Cancel Activity to delete the activity, or Cancel in the confirmation window to keep it.

Figure 12. Activity cancellation confirmation

warning

After cancellation, the activity no longer appears in Activities or in the related record's Chatter.

Edit an activity

Select Edit to update the activity's information.

Figure 13. Activity edit form

Editable field	What it controls
Related Module	Module associated with the activity.
Related Record	Record linked to the activity.
Activity Type	Type of activity.
Due Date	Deadline for completion.
Assigned To	Responsible user.
Summary	Title or short description.
Note	Additional observations.

Select Save Changes to apply the updates or Cancel to close the form without saving. Changes to the activity are reflected in the related record's Chatter.