Logging activities
Schedule calls, meetings, and tasks on deals to keep every pipeline stage moving.
Activities are the actions that keep deals alive — a scheduled call, a follow-up meeting, a task to send a proposal. Logging them in Nomow lets the pipeline surface which deals need attention and which are going cold.
Opening the activity modal
The activity modal is accessible from two places:
- Deal page — click the Activities tab, then Schedule activity.
- Pipeline board — click the activity icon on any deal card.
Scheduling an activity
Select Call, Meeting, or Task. The workspace admin can add custom types in Settings → Activities.
Pick a date and time from the date-time picker. For tasks with no specific time, set the date only.
By default the activity is assigned to you. Change the Assignee dropdown to hand it to another team member.
Type any context in the Notes field — agenda points, talking notes, or reminders. Notes are visible on the activity card after it is logged.
Click Schedule. The activity is written to the deal's Activities tab and the next scheduled activity updates on the deal card immediately.
How activities drive attention indicators
Every deal card shows up to two attention dots based on its activity state.
| Dot | Meaning |
|---|---|
| Red dot | The deal has an overdue activity — a scheduled date has passed with no completion |
| Grey dot | The deal is stale — no activity has been logged or completed for the workspace's inactivity window |
Both states feed the quick filters on the board.
Completing and reviewing activities
In the Activities tab on the deal page, each scheduled activity has a Mark complete button. Completing an activity removes the overdue dot from the card and writes a completion event to the deal's history.
Completed activities remain visible in the tab with a strikethrough and a completed timestamp. The full history is also visible in the History tab alongside stage changes and field edits.
Next steps
See the full deal layout in The deal page, or learn how stage moves interact with activities in Working deals on the pipeline.
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