Activities Insights

Accessing Activities Dashboard
Activities Insights
Activities by Type
Activities list
Adding a new Activity

The Activities Insights dashboard gives you a quick overview of all the activities associated with specific teams, team members and accounts.

Permissions: Insights > Activities Insights

Accessing Activities Dashboard

To access this data:

Navigate to the left sidebar
Click on Insights
Click on Activities
Select the relevant Time period, Team and the other relevant fields
Scroll down to view the Activities Insights, Activities by Type and Activities List

You can get a quick overview of all your overdue, due and completed activities from here.

Activities by Type

Here you can view the types of activities (email, call, meetings, notes, etc.) that are scheduled or completed for a given user, account or team.

Activities List

Here you can get a detailed overview of all the activities assigned to a user.

Fields explained:

Type- The type of activity- note, email, call, meeting, Skype calls, etc.
Status- Due, Overdue or Done
Activity date: Date when activity is done
Due date: Notification date
Account/Project- Account or project associated with the activity
Description- Describe the activity
Contact- Contact associated with the Project
Created by- User who has created the activity
Targeted to- To whom the activity is assigned to

Note: To hide, sort or remove a column, simply click on the vertical ellipses symbol (⋮) next to a field in the Activity List header.

Adding a new Activity

You can add a new activity by either clicking on the green + symbol from the Activities List table or by clicking on the 'Add New' tab in the header of your Heeros PSA account.

Accessing Activities Dashboard