Work the My Activities queue: what is due, one-click reschedule, and the activity board

Two rules combine, and confusing them is the usual source of surprise.

So the queue is "deals I have ever been given a step on", not "deals with a step outstanding". A deal whose only activity you already finished stays in the list, silently, with an empty deadline. Two things get rid of it: add Late Activities, Today Activities or Future Activities from the Filters menu, each of which insists on an open activity of yours, or add the optional My Deadline column and sort on it.

Note also what "mine" does not mean here. The facet reads the activity's responsible user, not the deal's Salesperson. A colleague's deal on which you owe a call is in your queue; your own deal on which a colleague owes the call is not. That is the deliberate difference between this screen and My Pipeline, which filters on the salesperson instead.

The list is the standard opportunity list with two changes: it is ordered by My Deadline instead of by stage, and Salesperson and Sales Team are hidden, since on your own queue they are usually you and your team.

The picker at the right end of the header row adds any of: Created on, Contact, Phone, City, State, Country, Salesperson, Sales Team, Priority, Activities, Activity by, My Deadline, Campaign, Medium, Source, Expected Closing, Probability, Lost Reason and Tags. My Deadline is worth adding permanently: it shows your own next date as a plain-language countdown.

Tick rows and the header gains three mass actions: Mark Lost, Email and SMS. The list is also multi-editable — change a cell on one ticked row and it is offered for all of them.

The clock icon in the view switcher turns the queue into a grid: one row per opportunity, one column per activity type, and a coloured block in the cell where that deal has that kind of task waiting.

Only activity types that apply to opportunities become columns. Types bound to another model — WhatsApp Follow-up is bound to contacts, Certifications to employees — never appear here.

Opening a task, from a cell or from the card icon, gives the Schedule Activity dialog.

This screen borrows the leads search panel, so its filter list is not the one on the pipeline board.

The search box also offers Activities of and Activity type, which is how a team leader turns this screen into somebody else's queue. Group by is limited to Salesperson, Sales Team, City, Country, Campaign, Medium, Source, Creation Date, Closed Date and Properties — there is deliberately no group by stage here, because the queue is meant to be read by date.

The switcher also offers Kanban, Graph, Pivot, Calendar and the deal form on the same selection. The calendar is the leads calendar: it plots deals by their next-activity date and cannot create anything by clicking a day; it has an article of its own, See the month ahead on the My Activities calendar.