What are activities?
Activities are records of interactions and events related to your CRM records. They help you:- Track communication history
- See what happened and when
- Plan follow-up actions
- Collaborate with your team
Activity types
Twenty tracks several types of activities:- Emails: Synced from your connected email accounts
- Calendar events: Meetings and calls from your calendar
- Notes: Manual notes you add about interactions
- Tasks: To-do items related to records
- Comments: Team discussions on records
Viewing the timeline
The activity timeline appears on every record’s detail page:View the timeline
The timeline is displayed on the right side of the page, showing activities in reverse chronological order (newest first).
Adding activities
You can manually add activities to any record:- Adding a note
- Adding a task
- Logging a call
Email integration
When you connect your email account, Twenty automatically:- Syncs emails to/from contacts in your CRM
- Displays emails in the timeline
- Links emails to the relevant records
See Email Integration for setup instructions.
Email in timeline
Emails appear in the timeline with:- Subject line
- Sender and recipients
- Email preview
- Timestamp
Calendar events
Meetings and calls from your synced calendar automatically appear in the timeline:- Past events show as completed activities
- Upcoming events show with a countdown
- Event details include attendees, time, and location
Tasks and reminders
Tasks help you track follow-up actions:Task properties
- Title: What needs to be done
- Due date: When it should be completed
- Assigned to: Who is responsible
- Priority: Low, medium, or high
- Status: To do, in progress, done
Task notifications
You receive notifications for:- Tasks assigned to you
- Tasks due today or overdue
- Tasks completed by others
Filtering the timeline
Narrow down what you see in the timeline:- By activity type
- By date range
- By team member
Click the filter buttons above the timeline:
- All: Show everything
- Emails: Only emails
- Meetings: Only calendar events
- Notes: Only notes
- Tasks: Only tasks
Comments and collaboration
Comments let your team discuss records:- Click Add comment in the timeline
- Type your message
- Use @mentions to notify specific team members
- Click Post to add the comment
Activity notifications
Stay informed about activities:- In-app notifications: Red badge on the bell icon
- Email digests: Daily or weekly summaries
- Browser notifications: Real-time alerts (if enabled)
Bulk operations
Manage multiple activities at once:- Mark tasks complete: Select multiple tasks and mark as done
- Reassign tasks: Change the assignee for several tasks
- Delete activities: Remove obsolete entries
Best practices
Log all important interactions
Log all important interactions
Take a moment after calls or meetings to add notes while details are fresh.
Use task assignments
Use task assignments
Assign tasks to ensure follow-ups don’t fall through the cracks.
@mention team members
@mention team members
Use @mentions in notes and comments to loop in colleagues who need to know.
Set due dates
Set due dates
Always add due dates to tasks so they appear in your task list.
Review timelines before calls
Review timelines before calls
Check the timeline before customer calls to refresh your memory on past interactions.
Next steps
Email Integration
Connect your email to sync messages
Calendar Sync
Sync your calendar with Twenty