Activities and calendar¶

Activities turn relationship context into scheduled work. Yukon supports To-Do, Call, and Meeting activities.

Plan the work¶

When creating an activity:

1. Choose its type and owner.
2. Link the relevant record when the work belongs to a lead, contact, organization, or opportunity.
3. Choose a date and time, or leave an undated To-Do in Anytime.
4. Add the detail another team member would need to complete it.
5. Save.

Use My activities for your own queue and Everyone when your permissions allow a wider team view. Switch among Open, Completed, and All as needed. Use Queue for scheduled work and Anytime for undated To-Dos.

An activity can include priority, status, description, schedule, reminder, linked people or records, and—after it is saved—documents. To-do activities can also carry a checklist. Anytime (no date) is available only for a To-Do.

Complete and continue¶

Open an activity to add notes or mark it complete. When the next step is already known, create the follow-up during completion. Yukon records the completion and the new follow-up together so the handoff is not lost between actions.

Choose Complete & schedule follow-up when another touch is already known, or Complete without follow-up when the work is finished. The follow-up starts with the same relationship, owner, priority, and subject so you can adjust only what changed.

Use the calendar¶

The Calendar offers day, week, and month views. From it you can create an activity, open one, complete it, reschedule it, or add a follow-up. The ownership scope determines whose scheduled work is visible.

Use Today to return to the current period and List view to move back to Activities. In the calendar, an activity's menu offers Open, Complete, Reschedule, and New follow-up. Create new work from an empty time slot. Delete an activity from Activities rather than from the calendar.

For a Meeting, Send a Teams meeting invite can appear when Microsoft 365 is enabled for the workspace and you have a connected, calendar-authorized account. Configure personal access in Profile & preferences → Email & calendar. The option creates an Outlook calendar meeting with a Teams link and sends Microsoft invitations. It does not turn the Yukon calendar into a general Outlook calendar view.

Reminders and notifications¶

Choose a reminder when scheduling an activity if Yukon should notify the assigned person at the selected time. Timed reminders arrive in Notifications.

The utility dock's Reminders area is a quick view of your scheduled open activities; undated Anytime To-Dos are not included. It is not a log of reminder notifications. Use Open all activities for the full queue. In Notifications, use Mark all read and Show read or Hide read to manage delivered items.

When the next action starts with an email, use My Inbox and email to keep the conversation connected to the same relationship.