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Documentation Index

Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt

Use this file to discover all available pages before exploring further.

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What is Activity Logging?

Activity logging lets you keep a running record of every interaction you have with a contact or company. Use it to capture notes from a phone call, log a meeting you just wrapped up, schedule a follow-up task, or backdate something you forgot to record at the time. Every activity you log shows up on the relevant timelines and in the workspace-wide activity feed, so your whole team has shared context on what’s happening with each customer.
Plan availability: Startup or higher. See Plans & Billing.

Unified Dialog

The same activity dialog works across contacts, companies, and the workspace feed

Backdating

Set explicit dates and times so logs reflect when the activity actually happened

Multi-Contact Tagging

Log a single meeting or call against several contacts at once

Tasks and Reminders

Add due dates to keep upcoming follow-ups visible

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Where You Can Log Activity

There are three places to log activity, and they all share the same dialog and the same activity-type menu.
Open any contact and click Add at the top of the timeline. The contact you opened is automatically attached to the activity and locked in, so it can’t be removed by accident.Use this when the activity belongs clearly to one specific person.
No matter which entry point you use, the Add button works the same way: pick a type from the dropdown, fill out the dialog, and save.

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Choosing an Activity Type

Clicking Add opens a dropdown of activity types. Picking a type sets the icon, label, and which extra fields show up in the dialog. The supported types are:
A general written note. Use this for quick observations, internal context, or anything that doesn’t fit a more specific type.
A phone call. The dialog shows a duration field so you can record how long the call lasted.
An in-person or video meeting. Like calls, meetings include a duration field.
A scheduled video conference. Includes a duration field.
Something you need to do. Tasks show a due date field so the work stays visible until it’s complete.
A lightweight reminder for yourself or your team, with an optional due date.
A scheduled prompt to follow up at a specific time. Includes a due date field.
Pick the type that best matches what happened. The right type makes your timeline easier to scan and means the dialog only asks for the fields that matter.

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Filling Out the Dialog

1

Pick the activity type

Choose from the dropdown. The dialog opens preconfigured for that type.
2

Add a title and description

The title is what shows up on the timeline at a glance. The description is where you capture the details.
3

Set the activity date and time

By default, this is set to right now. Change it to log something that already happened, or to schedule something for the future.
4

Add a due date (task-style activities only)

For tasks, to-dos, and reminders, set a due date so the work stays on your radar.
5

Add a duration (call/meeting-style activities only)

For calls, meetings, and video calls, enter how long it lasted in minutes.
6

Tag contacts (workspace activity feed)

Search the workspace by name, email, or company, and select everyone involved. You must select at least one contact.
7

Save

The activity appears on every relevant timeline and in the workspace feed.

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Activity Timestamps and Backdating

Every activity has its own date and time, separate from when you actually clicked Save. That means you can:
  • Log a call you forgot to record yesterday
  • Schedule a future follow-up so it shows up on the timeline at the right time
  • Capture a meeting that happened last week with the correct date
Timelines and the workspace feed sort by the activity’s own timestamp, not by when it was created. Backdated and future-dated activities slot into the right place automatically.

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Tagging Multiple Contacts

When you log activity from the workspace activity feed, you can tag more than one contact in a single entry. This is the right pattern for things like:
  • A group sales call with two stakeholders
  • A meeting where several people from the same account showed up
  • A shared note that’s relevant to a few different leads

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How Multi-Contact Activities Appear

Even though the activity is linked to multiple contacts, it shows up as one event in the workspace activity feed. The card shows contact badges for everyone tagged. If you tag more than three contacts, the card shows the first few badges followed by a +N more indicator so the feed stays clean.
On individual contact and company timelines, multi-contact activities still appear normally — each tagged contact sees the activity on their own timeline.

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Field Rules at a Glance

Only for call, meeting, and video-call style activities. Other types don’t display it.
Only for task, to-do, and reminder style activities.
From the contact timeline, the contact is filled in for you. From the workspace activity feed, you must tag at least one contact. From a company timeline, contacts are optional — you can log against the company alone.
Yes. From the workspace activity feed, you can tag any combination of contacts across the whole workspace.

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Editing Activities

The shared activity dialog is currently focused on creating new activities. Full in-dialog editing of existing activities is not yet available.
What you can do today:
  • Edit a description on any existing activity through the contact timeline.
  • Re-open existing activities to view details.
What’s not yet supported:
  • Changing the activity type, timestamp, due date, duration, or tagged contacts after the activity has been saved.
If you need to change something that isn’t editable yet, the simplest workaround is to delete the activity and log a new one with the corrected details.

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Tips for Clean Activity History

Be specific in titles

“Pricing call — agreed on annual plan” beats “Call”.

Backdate when you catch up

If you log activity later, set the timestamp to when it happened.

Use tasks for follow-ups

Pick the task type with a due date instead of a plain note.

Tag everyone involved

For multi-stakeholder meetings, tag every contact so it shows up on each timeline.

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Next Steps

CRM Overview

Back to the CRM overview