Create a Favorite To-Do List

Use activities to create and categorize tasks and to-dos.

Tasks or to-dos is a big part of any sales and marketing process. We’re wired to do things fast – it’s in our core. Keeping track of your daily activity can be cumbersome and if not properly managed, it may even slow you down.

Create simple lists by using filters and bucketing certain activity types to keep things nice and neat. To do so, use the filters menu on the left-hand side of the screen. Select your different filters such as time interval, activity type, user/role etc. and then save it as a favorite or even your default view by using clicking on the activity list name -> name it -> “star” it – and boom! Now you have a predefined activity list customized for you.