I need a way to view daily/weekly activity of my employees. We have a Contacts board that each employee has assigned contacts they should be emailing & calling every week. I need a way to view the activities (emails/call summary/notes) by employee in one report. Any suggestions?
Hey @janesch - activities via the Emails & Activities app in monday should/can be logged to an Activities board where you can pull your desired reporting. On the board(s) where activities activities are logged, ensure the following integration is present:
Hope this helps!
Mark
Ahhh ok I can see that working… Could you give an example of what an activities board might look like? I’m new to Monday.com so having trouble picturing what to include on that board.
Hi @janesch - assuming you are using the CRM product, there should be a board already called “Activities” or “Sales Activities”. If not, you can see if you can add one by clicking the following:
Hope this helps!
Mark
Thank you! That helps a ton.
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