To display a list of activities for which you or your team is responsible for completing, click the activity list view icon (Activity List View) below the calendar on the Home tab or at the top of a calendar view. If your Home tab does not display the Calendar or My Tasks sections, contact your administrator to customize your home page layout.
From the activity list view, you can do the following:
- Click New Task or New Event to create a new activity. For more information, see Creating Activities.
- Click Printable View (Printable View) to display the current list view in a format that is ready for printing.
- Click an activity to view its details. When viewing an activity, click Back to list at the top of the activity detail page to return to the last list page you viewed. See Navigating for more information.
Archived activities are not included in activity list views. See Using the Activity History Related List for details on which activities are archived.
Note: If your administrator has enabled enhanced lists, you can use additional tools to customize, navigate, manage, and edit list data.
To change which activity list view displays:
- Click the list view icon below the calendar on the Home tab.
- Select a view name from the drop-down list.
The following list views are provided by Salesforce:
- All Activities - Shows activities that you can view. In Personal Edition, the All Activities list view shows all of your activities.
- My Activities - Shows activities that you own.
- My Delegated Activities - Shows activities that you created but are owned by someone else.
Note
Inviting other Salesforce users to an event or task is like delegating that activity to those users. So the My Delegated Activities list view also shows activities for all invited users even if you still own that activity. In the list view, the invited user appears as the person assigned to the activity but the activity's detail page shows you as the assignee.
My Team's Activities - Shows activities owned by users whom report to you in the role hierarchy.
For your convenience, your team's activities are converted to your time zone.
To create a new activity list:
- Click the list view icon below the calendar on the Home tab.
- Click Create New View. See Creating Custom List Views for more information.
To display a list of activities for which you or your team is responsible for completing, click the activity list view icon (Activity List View) below the calendar on the Home tab or at the top of a calendar view. Choose the List you wish to view by using the Drop-down menu.
Activities List
- View, Edit, or Add additional Activities as needed.
- See: Using Calendar Icons for more details
- Print a Copy of the Activities List View