In the Activities tab, the logged-in technician can view and manage their activities from all modules. It includes information from:
By default, activities are displayed in the template view, where requests and tasks are available as an extensive list. Activity name and Due By date are displayed as fixed columns. Other default and additional information are displayed beneath the activity name. Unassigned and Assigned requests that are unopened are displayed in bold.
Template View helps monitor the due date of activities at a glance.
Role Required: Technicians with View Request permission
You can create new requests and tasks from the Activities tab. Requests and tasks created from this tab will also be displayed under their respective list views.
Create new incident requests by clicking New Incident on the toolbar. Click the arrow beside to raise a service request or to use pre-defined incident templates. To learn more on raising requests, refer to the links below:
You can create new tasks from the Activities module by clicking New Task. The New Task form opens up. Refer to this link to learn how to fill the New Task form.
Edit/Delete Activity: Click the 
icon beside a request or task and select the respective option from the drop-down.
View Request Conversations: Click the 
icon beneath a request subject. This will open the Conversations page of that particular request where you can view all the emails, notifications, and notes recorded for the request. To learn more, click here.
View/Add Notes to Requests: Click the Notes icon 
to add/view notes added to a request. If no notes are added to the request, the icon will appear gray. After you add a note, the icon will turn yellow.
You can select several activities from the same module to apply bulk actions. Based on the selected activity type, the options displayed on the toolbars will vary.
Request-Specific Actions: You can edit, delete, pick up, close, merge, link, and assign requests to technicians. Select the check box beside the requests and click the appropriate action on the toolbar.
Task-Specific Actions: You can delete and trigger tasks. Select the checkbox beside the tasks you want to delete/trigger and click the appropriate action on the toolbar.
The template view displays useful timeline information such as time left until the due by date of the activities is violated and the time-elapsed since due by date was violated.
The due date is displayed as a calendar icon with the due day and time beside it. Different colors are used to indicate the due by date status:
Green: Activity is not due yet; time to close the request is not scheduled today.
Yellow: Activity is due today; the time to close the request is scheduled after the current time.
Red: Due By date is violated.
Blue: Activity is on hold.
Black: Activity is closed/canceled.
You can view the summary of the activity details in the template view as a pop-up by hovering over the activity subject/title. For requests, you can view the request description and category details. For tasks, you can view the status, priority, scheduled and actual end dates, efforts, and task description.
You can filter the activities displayed in template view based on custom views, type of activity, and the time of creation.
The default custom views allow you to only view activities that are either assigned to you or your team. You can create new custom views to view all activities based on your scope.
Apart from creating custom views, you can also mark your favorite custom views, and pin your favorite custom views on the header for instant-switching. To learn more, click here.
You can choose to view only the requests, tasks, or both from the Showing drop-down.
Using the time filter, you can view activities that were created within a selected period. You can apply the time filter by clicking the 
icon.
You can customize the layout of the activities template view by clicking the table icon 
.
The template view only displays vital information in pre-fixed columns. You can customize the template view to display additional information you want to view below the activity name by clicking the Column Chooser icon 
. You can determine the order of the columns displayed by using the 
icon to drag the columns to the desired position within the column chooser menu.
You can search for activities through the columns present in the template view.
on the toolbar. The search pop-up window opens.
icon.
: Indicates incident requests.
: Indicates service requests.
: Indicates tasks.
: Indicates that the requester has not submitted any reply to the request yet.
: Indicates that the technician is yet to reply to the requester.
: Indicates the number of responses made by the requester that are awaiting the technician's response.
: Indicates that the technician has replied to the requester.
: Indicates that no notes are added to the request.
: Indicates that notes are added to the request.
: Indicates that the activity is not due yet.
: Indicates that the activity is due today; the request closure time is scheduled after the current time.
: Indicates that the due by date is breached.
: Indicates that the activity is on hold.
: Indicates that the activity is closed.