Add an appointment, email, phone call, note, or task activity to the timeline

[This topic is pre-release documentation and is subject to change.]

Add Activities in the Timeline wall to keep track of all your communications with a customer or contact. For example, you can take notes, add posts, add a task, send email, add phone call details, or set up appointments. The system automatically timestamps every activity and shows who created it. You and other people on your team can scroll through the activities to see the history as you work with a customer.

  • Activities that you add from within a record appear in the Timeline wall of the record.

  • If the Regarding field of an activity is set, the activity appears in the record it is associated with.

  • You can also choose the filter pane to filter the activities by record type and date.

  • When a new activity is created, you will get a What you missed notification in the Timeline wall.

  • An email with an attached image will be shown inline with the body of the email.

    Timeline view of activities in PowerApps

Add an activity from the nav bar

The fastest way to add an activity is to use the shortcut on the nav bar and then link it to a record. For example, you can create a phone call activity and then link it to a contact in the system using the Regarding field.

  1. On the nav bar, select the plus sign Create record button, and then select Activities.

    Shortcut to add an activity in PowerApps

  2. Choose the type of activity you want to add.

  3. Fill in the required information. Use the Regarding field to associate the activity with a record.

  4. When you're done, select Save.

Add a phone call

  1. Open the record that you want to add the activity to. For example, a contact record.

  2. In the Timeline wall, select plus sign > Phone Call.

    Add a phone activity in PowerApps

  3. Fill in the Subject of the call.

    In the Notes area, provide a summary of the conversation with the customer.

    The Call To field is automatically populated with the record you added the phone call activity to. You can select a different record if needed.

  4. By default, the direction is set to Outgoing. You can change it to Incoming by selecting Outgoing.

  5. When you're done filling in the form, select Save to save the activity.

Add a task

  1. Open the record that you want to add the activity to. For example, a contact record.

  2. In the Timeline wall, select plus sign > Task.

  3. The Owner field is set to the current user by default. If you want to reassign the task, select the lookup icon, and then select another user or team.

  4. When you're done filling in the form, select Save to save the activity.

Add an email

To add an email activity to a record, you must first save the record you are adding the activity to.

  1. Open the record that you want to add the activity to. For example, a contact record.

  2. In the Timeline wall, select plus sign > E-mail.

  3. Fill in the subject of the email and use the space provided to write the email.

  4. To add an attachment to the email, save the email. Then, in the Attachments section, select + to add an attachment.

  5. To use a template for the email body, on the command bar, click Insert Template, and then select the template.

  6. When you're done filling in the form, select Send.

    Note

    To list emails in a conversation view, go to Settings > Personalization Settings > Email tab and then select Show email as a conversation on Timeline. For more information on personal settings, see Set personal options.

    Set personal options

    Set personal options email

Add an appointment

To add an appointment activity to a record, you must first save the record you are adding the activity to.

  1. Open the record that you want to add the activity to. For example, a contact record.

  2. In the Timeline wall, select plus sign > Appointment.

  3. Use the tooltips to fill in the required information.

  4. When you're done filling in the form, select Save to save the appointment.

Add notes

You can also easily add notes in the activities area.

  1. Open the record that you want to add the activity to. For example, a contact record.

  2. In the Timeline wall, start entering your notes. Use Add an attachment to add any attachments to the note.

  3. When you're done filling in the form, select Add Note to save the note.

Note

You can also add a note using the plus sign in the upper section of the Timeline wall.

Add a note

Once the note has been added, you can delete or edit the note.

Update a note

Add a post

  1. Open the record that you want to add a post to. For example, a contact record.

  2. In the Timeline wall, select plus sign > Post.

  3. Enter your post in the text field

  4. When you're done filling in the form, select Add to save the post.

Update a post

Once you save the post, it will appear at the top of the timeline wall.

Refresh the Timeline

You can refresh the timeline wall to see the most up to date information.

In the Timeline wall, select More button and then select Refresh Timeline.

Refresh the Timeline

Use the filter pane

Quickly filter activities, notes or posts in the timeline wall by record type or activity type and date using the filter pane. You can select multiple filters and filter options at the same time. You can filter and see activity due date, modified date, or by the status of the activity.

  • In the Timeline wall, select Open Filter Pane funnel icon.

Filter pane in the Timeline

Manage Activities

Manage activities directly from the timeline wall including assigning an activity to another person, deleting or closing an activity, add an activity to a queue, opening an associated record or editing notes and posts.

Manage Activities.png