Display Activity Cards of Pipeline Activities

Use Pipeline Activity List in the To-Do submodule in the Tasks module to display activity cards of pipeline activities.

To use Pipeline Activity List, you must have access to Tasks as defined in User Access Rights under Settings.

To display the activity card of a pipeline activity:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click To-Do > Pipeline Activity List.
3. On the grid toolbar, click Show/Hide Activity Card .
   You can view the activity card in the right pane to see information about pipeline activities, such as the activity type and the resource, contact, schedule, Company, pipeline, and employee who is associated with the activity.