Managing Activities

Edit, complete, and delete activities in Officaid to keep your interaction history accurate.

Keep your activity records accurate and up to date

Plans change. Meetings get rescheduled. Tasks get completed. Managing your activities in Officaid ensures your interaction history stays accurate and your follow-ups remain on track. This guide covers everything you need to know about editing, completing, and deleting activities.

Finding Your Activities

Activities can be found in several places:

Network → Interactions - The Activities tab shows all activities across your network
Contact profiles - The Activities tab shows interactions with that person
Company profiles - The Activities tab shows interactions with that company
Deal details - Activities linked to that specific deal

Use the filters on the Interactions dashboard to narrow down by year or status (All, Upcoming, Overdue, Completed).

Completing an Activity

When you finish a scheduled activity, mark it as complete:

1 Find the activity in the list
2 Click the completion icon (circle) on the right side of the activity
3 The activity moves from Upcoming to History

Alternatively, you can open the activity and toggle Mark as done to complete it.

Complete activities as soon as you finish them. This keeps your Upcoming list clean and your engagement metrics accurate.

Editing an Activity

To update an activity's details:

1 Find the activity in the list
2 Click on the activity to open it, or click the edit icon
3 Update the fields as needed (type, title, date, contacts, notes)
4 Click Save to save your changes

You can edit any field on an activity, including:

Activity type - Change from Call to Meeting, etc.
Title - Update the activity name or description
Date - Reschedule to a different date
Contacts - Add or remove linked contacts (when created from a company)
Notes/Remarks - Add or update additional details
Completion status - Mark as done or reopen

Deleting an Activity

To remove an activity you no longer need:

1 Find the activity in the list
2 Click the delete icon (trash can) on the right side of the activity
3 Confirm the deletion when prompted

Deleting an activity is permanent and cannot be undone. Only delete activities that were created in error. For cancelled meetings or calls, consider adding a note instead to preserve the historical record.

Reopening a Completed Activity

If you accidentally marked an activity as complete, or need to reopen it:

1 Find the activity in your History or filter by Completed
2 Click on the activity to open it
3 Toggle off Mark as done
4 Click Save

The activity will move back to your Upcoming list.

Rescheduling an Activity

When plans change, update the activity date:

1 Find the activity in the list
2 Click on the activity to open it
3 Change the Date field to the new date
4 Click Save

The activity will appear in the correct position based on its new date.

Activity Audit Trail

Every activity in Officaid records:

Who created it - The team member who logged the activity
When it was created - The date and time of creation

This audit trail helps your team understand who logged what, providing accountability and context for your interaction history.

Managing Overdue Activities

Overdue activities are scheduled activities that have passed their due date. They display a red badge showing how many days overdue they are.

To manage overdue activities:

Complete them - If the activity happened, mark it as done
Reschedule them - If it hasn't happened yet, update the date
Delete them - If it's no longer relevant (use sparingly)

Filter by Overdue on the Activities tab to see all past-due activities in one place. Clear these regularly to keep your task list manageable.

Frequently Asked Questions

Can I edit activities created by other team members?

Yes. Any team member with access to the activity can edit or complete it. This allows your team to collaborate on follow-ups and share responsibility for relationship management.

What happens when I delete an activity?

The activity is permanently removed from all locations where it appeared, including contact profiles, company profiles, and deal details. The deletion cannot be undone.

Should I delete cancelled activities?

Not necessarily. Cancelled activities can still provide valuable context about your relationship history. Consider adding a note to the activity explaining the cancellation instead of deleting it entirely.

What's Next?

Now that you know how to manage activities, explore Officaid's direct communication features:

Sending an Email from Officaid - Send emails that are automatically logged as activities
Sending a WhatsApp Message - Message contacts directly from Officaid
Using Message Templates - Save time with pre-written message templates

interactions activities crm network how-to