Display Activity Cards of Pipeline Activities

Use the Pipeline Activity List submodule to display activity cards of pipeline activities.

To use the Pipeline Activity List submodule, you must have access to Tasks as defined in the User Access Rights submodule 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 screen, click To-do > Pipeline Activity List.
3. On the grid toolbar, click Show/hide activity card .
4. You can view the activity card in the right pane and see information about pipeline activities such as the activity type and the resource, contact, schedule, company, pipeline, and employee associated with the activity.