Knowledge Base

Creating Activities in Workbooks enables you to track and record the interactions you have with People, Leads and Organisations. You can schedule an Activity to take place in the future, specifying the date that the

Kanban Overview Sometimes it makes sense to see your Activity records in the context of a Kanban Board rather than a grid. The Workbooks Kanban View serves to visualise Activities based on their stage or

How to display, create and close your Activities