Understanding the Activities Page

Step 1: Navigate to the Activities Page

Log in to your Pabau account, then select ''Activities'' from the left sidebar to access the Activities page.

Step 2: Understanding the Activities Overview

The Activities page displays a detailed list of all activities assigned to staff members, with tools to filter, search, and manage each task.

Here’s a breakdown of the key elements on the Activities page:

Filter & Search Options

The Activities page offers several tools to help you refine and organise the tasks displayed in the table, ensuring you can quickly focus on what matters most.

Filter By
Use filters to narrow down activities by criteria such as date, client, task type, status, or assigned staff member. These filters can be saved as a custom view for easy access later, streamlining your workflow.

Search Field
The search bar at the top allows you to quickly locate specific activities by client name, subject, or other details, making it easier to find exactly what you need.

Create Activity
Click the Create Activity button in the top-right corner to add a new activity, ensuring all tasks are captured and tracked in Pabau.

Edit Columns
The Edit Columns option lets you customise the table by choosing which columns to show or hide, allowing you to tailor the view to your specific workflow.

Three Dots Menu
Clicking the three dots (⋯) in the top-right corner of the table provides additional viewing options. Here you can filter activities to show:

• All Completed Activities

• Overdue Activities

• To-Do Activities Only

• Custom

• Activities for a Specific Time Period, including:

  • Today

  • Tomorrow

  • This Week

  • Next Week

This menu gives you quick access to commonly used views, helping you manage tasks efficiently without needing to manually adjust filters each time.

What Each Column Means

Each row in the table represents an individual activity. Key columns include:

• Assigned to User – The staff member responsible for completing the activity.

• Client Name – The name of the client associated with the activity.

• Done – Indicates whether the activity has been completed.

• Due Date – The date and time the activity is scheduled to be completed.

• Status – Displays the current status of the activity, such as Pending or Awaiting.

• Subject – A brief description or title of the activity.

If you’d like to display more information, click the ''Edit Columns'' button to add or remove columns and customise the table to your needs.

You can also reorder columns by hovering over a column header, clicking and holding the dots icon, and dragging the column to your preferred position.

To make quick edits, simply hover over a field (such as the assigned user, client, or due date) and click the pencil icon to update it directly from the table.

If you select one or more activities using the checkbox on the right-hand side, you can duplicate, assign, mark as complete, or delete them — making it easy to manage multiple activities at once.

Now that you know how to navigate and use the Activities page, you can manage all your tasks more efficiently in Pabau.