Tasks & Activities
Tasks are the to-dos you and your teammates work through, and the activity timeline is the running history of everything that has happened on a record. Together they keep work moving and give every client, deal, lead, and case a complete story.
Tasks
A task is a piece of work with a due date and an owner. It can stand alone or be linked to another record, such as a client or deal.
Task fields
| Field | Description |
|---|---|
| Title | A short name for the task |
| Description | More detail about what needs doing |
| Due date | When the task is due |
| Priority | low, normal, or high |
| Assignee | The user responsible for the task |
| Linked record | The record the task is about (for example a client or a deal) |
| Status | open while outstanding, done once completed |
Creating and assigning a task
Open the Tasks area and add a new task. Give it a title, set a due date and priority, choose an assignee, and link it to a record if it relates to one. Save to create it.
Completing a task
When the work is done, mark the task complete. Its status changes to done and the time it was completed is recorded. Completing a task is also what stops it from generating further due-date reminders
.
The activity timeline
Every record has an activity timeline — a chronological history of what has happened on it. The timeline is where you log interactions and where Omnisnia records events automatically.
What appears on the timeline
- Calls, notes, and emails you log by hand, to record an interaction.
- Auto-logged events that Omnisnia records for you, such as:
- Sent and Received email messages linked to the record — see Sales Email
- Case replies when an inbound email is added to a support case — see Support Cases
Viewing a record’s timeline
Open a record — a client, deal, lead, or case — to see its timeline. It shows the activities for that specific record, newest alongside older, so you can catch up on the full history at a glance.
Adding an activity
Add a note, log a call, or record any other interaction against a record from its timeline. The entry is stamped and kept as part of the record’s history.
Related pages
- Calendar & Reminders — reminders for tasks that are due
- Clients & Contacts — link tasks to accounts and read their timeline
- Support Cases — cases have their own timeline
- Workflow Automation — have a rule create a task automatically