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Activities View
Updated over 9 months ago

There are two possible formats to view Activities:

  • Activity Timeline

  • Related Lists

Activity Timeline View

The activity timeline view shows details for each task, event, and email in an expandable timeline view.

An example of an activity timeline

Related List View

The related lists view shows details for each task, event, and email in the Open Activities and Activity History related lists.

An example of a related lists view

Set the Default Activities View

You can set the default view for how users work with activities. Users can change their view preferences in their personal settings.

1. In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.

2. Select the default activities view for your org.

Record Page Settings setup page, showing the two default activities view options, related lists and activity timeline

NOTE: If Einstein Activity Capture is enabled, the Activity Timeline option is required. Click Save.

Please reach out to Product Support (support@rethinkcrm.com) if you have any questions about this article.

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