Note: Scheduled activities are part of the new Job View BETA and replace the legacy Office Tasks feature. If you toggle the Job View BETA off, this functionality will revert to Office Tasks.
The scheduled activities dashboard gives you a complete overview of all pending and completed tasks across your business. By tracking assignments centrally, you can keep your team organized without needing to click through individual customer properties or job records.
Need to assign a new task to your team? Check out our guide on How to create and complete scheduled activities.
View your scheduled activities
The dashboard organizes activities into dedicated tabs so you can quickly find the tasks that matter to you.
Click the Scheduled activities icon in the top right corner of your screen.
[Screenshot: Top navigation bar showing the new Scheduled activities icon]
Select a tab at the top of the dashboard to change your view:
My activities: Displays tasks specifically assigned to you.
Assigned to others: Displays tasks assigned to other team members.
Unassigned activities: Displays tasks that no one has picked up yet.
Complete: Displays tasks that have already been finished.
[Screenshot: Scheduled activities dashboard showing the My activities, Assigned to others, and Unassigned activities tabs]
Filter and organize your view
If you have a large volume of tasks, you can use filters and drag-and-drop grouping to organize the dashboard.
Click the Scheduled activities icon to open the dashboard.
Click Add filter at the top of the list.
[Screenshot: Scheduled activities dashboard showing the Add filter button]
Select your criteria. You can filter by the activity type (such as Calls or Meetings), due date, assigned user, or the record type.
To group tasks together, click and drag the relevant column header to organize your list.
Review job information and communications
You do not need to leave the dashboard to get context on a task. You can view the most recent job information and communications directly from the activities list.
Locate the activity you want to review in the dashboard.
Click the link in the Object column (such as the Job number).
[Screenshot: Scheduled activities list showing the clickable Job link in the Object column]
A panel will appear displaying the job information, notes, team assignments, and the last communications sent to the customer.
Process multiple activities quickly
If you have a backlog of tasks to clear, you can use the run-through tool to process them consecutively.
Click Run through all scheduled activities in the top right corner of the dashboard.
[Screenshot: Scheduled activities dashboard showing the Run through all scheduled activities button]
Commusoft will open the relevant record for the first activity in your list.
Complete the required task, then choose to mark it complete, skip it, or reschedule it.
Once you log your action, Commusoft will automatically present the next activity in your list.
Common questions
Does the run-through tool only show activities for jobs?
Does the run-through tool only show activities for jobs?
No, the run-through tool pulls activities from across the entire system. It will display scheduled activities linked to jobs, contracts, opportunities, and customer records.
Can I delete an activity from the dashboard?
Can I delete an activity from the dashboard?
Yes, you can delete an activity if it is no longer needed. Locate the task in the dashboard and click Delete in the Action column on the far right.
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