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Activity history ​

Shows a list of past activities (or upcoming, depending on the selected view) and lets you filter, change the view, or add new activities.

What's on this page ​

  • Future, History, Short overview: Switches between upcoming, past, or the most relevant activities.
  • Filter: Opens a dialog to narrow the list; includes Activity type when activity types are defined.
  • Add: Opens the activity form to create a new activity; only visible if you have scheduling rights.
  • Activity list: Table columns Date, Activity, Status. Each row shows the activity name, icons for automatically planned (lightning), tentative (clock), recurring (repeat) and extra info (chat), a status badge (Done, Not started, Overdue) and the primary assignee’s avatar.

Common tasks ​

Add a new activity ​

  1. Tap Add.
  2. Fill in the details in the activity form.
  3. Press Save.

Change the view ​

  1. Tap Future, History, or Short overview to select the view you need.
  2. (Optional) Tap Filter, choose an Activity type, then press Apply filter.

Open an activity for details ​

  1. Click a row in the activity table.
  2. The floating panel opens, where you can edit the activity or mark it as Done.
  3. Close the panel by tapping the close icon or clicking outside.

Good to know ​

  • The Future view only shows activities up to the system‑configured maximum number of days ahead.
  • The Short overview view shows the most relevant activities around now, not the full future list.
  • The Activity type filter appears only when activity types are set up in your organisation.
  • The Add button is visible only if you have the rights to manage the schedule.

EquineM documentation