Activities
Activities let you log every interaction and planned action against a contact or deal. YSUITE supports five activity types:
| Type | Use for |
|---|---|
| Task | To-do items and follow-up actions |
| Meeting | Scheduled face-to-face or virtual meetings |
| Call | Outbound or inbound phone calls |
| Appointment | Client appointments with specific timings |
| Event | Conferences, demos, and other events |
Creating an activity
- Go to CRM → Activities, or open a contact/deal record and use the Activities tab.
- Click + New Activity and select the type.
- Fill in the required fields: Title and Start Date/Time.
- Link to a Contact or Deal (at least one is required).
- Optionally set: end time, description, priority, status, assigned user/group, tags, and reminders.
- Click Save.
Activity fields
| Field | Description |
|---|---|
| Title | Short description of the activity (max 150 chars) |
| Start Date/Time | When the activity begins |
| End Date/Time | When the activity ends |
| Description | Additional detail or agenda |
| Priority | None / Low / Medium / High / Urgent |
| Status | Open / In Progress / Completed / Cancelled / No Show |
| Assigned To | User responsible for the activity |
| Assignment Group | User group responsible |
| Contact | Linked contact record |
| Deal | Linked deal record |
| Tags | Labels for filtering |
Priority levels
| Level | When to use |
|---|---|
| None | No urgency |
| Low | Nice to do, not time-sensitive |
| Medium | Standard follow-up (default) |
| High | Important — should not be delayed |
| Urgent | Needs immediate attention |
Statuses
| Status | Meaning |
|---|---|
| Open | Activity is scheduled but not yet started |
| In Progress | Currently being worked on |
| Completed | Done successfully |
| Cancelled | Will not take place |
| No Show | Contact did not attend a scheduled meeting or appointment |
Update status directly from the activity list or the detail page.
Reminders
Set one or more reminders on an activity:
- On the activity form, click + Add Reminder.
- Choose how many minutes before the start (or end) time to send the reminder.
- Reminders are delivered as in-app notifications.
Time logs
Track time spent on an activity:
- Open the activity detail page.
- Click + Log Time.
- Enter the start time, end time (or duration), and an optional note.
- Saved time logs appear in the activity's time log list.
Time logs are useful for billable-hour tracking and reporting on how much time your team spends per deal or contact.
Comments and attachments
- Comments — add discussion or notes visible to all users with access to the activity.
- Documents — attach files from your file library or upload new ones directly to the activity.
Filtering the activity list
Use the filter bar to narrow down activities by:
- Activity type (Task, Meeting, Call, Appointment, Event)
- Status and priority
- Assigned user or group
- Date range (start date or due date)
- Tags
- Linked contact or deal
Activity log (audit trail)
Every activity has an audit trail showing who created it, when it was modified, and how the status changed over time. Access it from the activity detail page under Activity Log.
Tips
- Create a Task directly from a deal or contact record so it is automatically linked — no manual linking needed.
- Use Automations to create tasks automatically when a deal reaches a specific stage.
- Activities due today appear in the Dashboard activity widget for a quick daily view.