English

Activity Management

Activity List

Activity List is the area where all communication and interaction records created in Robosme are viewed from a single center. Users can track and manage all activities through this screen, including emails, meetings, calls, messages, tasks, and custom activities.

 

The list structure is designed based on fields common across different activity types. This way, all activities are presented in a single list that can be compared, filtered, and managed together.

 

Filtering and Search

Basic filters on the Activity List are located at the top of the screen:

  • Channel (Activity Type): Email, meeting, call, task, etc.
  • Record Owner: The responsible user for the activity
  • Subject Search: Quick search by activity subject

 

All other filtering needs are met through list columns.Each column can be filtered according to its field; detailed breakdowns can be made based on date, status, and other common fields.

 

List View and Customization

The Activity List has a structure that can be customized per user:

  • Edit Columns allows selecting fields to be displayed in the list
  • Users can add or remove columns according to their needs
  • The created list layout can be saved as a view
  • Quick switching between saved views is possible

Thanks to this structure, each user can create an activity screen suitable for their own workflow.

 

Operations and Actions

Through the Activity List:

  • New activity records (email, meeting, call, etc.) can be quickly created
  • Navigation to the relevant activity list page can be made according to the selected activity channel
  • List data can be exported in Excel format

The Activity List is positioned as the primary workspace for daily work tracking, reviewing past communications, and providing operational visibility.

Copyright 2026 | All Rights Reserved