Activities
In Gorilla 5, an Activity is a record of any communication or interaction with a contact or contact group. This includes Schedule Items and Tasks.
A Task is an activity that needs to be done but has a due date rather than a specifically assigned date or time. A list of Tasks you have been assigned can be found in the My Tasks card in your Home workspace.
Scheduling Actions
Your home page, shows you Today's Agenda, My Tasks, Product Pipeline and Opportunity Pipelines.
You can view your team's individual and collective schedules in the Schedule workspace, your tasks that need to be done but don't yet have a date scheduled in the Tasks workspace.
Activities Card
This card is a quick summary of all the interactions logged for a contact.
You’ll find it on the Summary tab of a contact's record.
What You Can Do Here
- View activities (by date range).
- Add, edit, or delete an activity.
- Mark an activity as complete.
Activities Tab
This tab shows all the activities for the contact.
What You Can Do Here
- Search for activities.
- Add new activities.
- Manage existing activities by:
- Schedule Items
- Tasks
- Documents
- Emails
Related Articles
Editing and Managing Tasks
You can mouseover a task and click the following buttons: Edit – Opens the task so any of its fields can be changed, or you can add notes. Once opened for editing, this is otherwise the same as making a new task, which you can read more about in this ...Tasks
A task is a type of activity that does not need to occur at a defined time. It has a due date instead of being scheduled. The Tasks workspace enables you to search and filter to display and manage tasks. You can modify a task as required and, when ...Adding and Deleting Tasks
Add You can add a new task in any of the following locations: Home Workspace My Tasks Card→Add Task button Contact Workspace Select Checkboxes→Add→Task Inside a household or contact record→Summary Tab→Activities card→Add button Inside a household or ...G5 Release Notes
Below is a compiled list of all release notes for each update made to G5. The newest notes will be at the top. 3.6 Release Notes August 3, 2024 New Features Schedule Items Work Better than Ever with the Calendar Sync Until now, when a Schedule Item ...Activities Tab
The Activities Tab The Activities tab contains a data table that displays all of the following that are related to the entity Schedule Items Tasks Documents Email records To view different types of activities related to the selected entity, filter ...