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Activities & Timeline: Everything That Happened Around a Record

Tesoro automatically tracks what happens around every record: calls, emails, WhatsApp, scheduled tasks, status changes. For you and your team. No manual logs.

The central activities overview, all your scheduled tasks, calls, and appointments.
Activities overview in Tesoro CRM

When is this relevant?

Section titled “When is this relevant?”
  • You pick up a lead that a colleague previously called, you want to know what was discussed
  • You doubt whether an email was opened by the prospect
  • You plan your day, what’s on the agenda today?
  • A client says “I called you last week”, you want to verify
  • You want to see how often you’ve followed up on a deal

Two Places Where Activities Live

Section titled “Two Places Where Activities Live”
Where What When to use
Timeline on each record (Activities tab) What happened on this contact/deal/lead Before you call or email, get context
Activities overview List + kanban of your planned work team-wide Plan your day, prioritize, weekly overview

What Is Automatically Recorded

Section titled “What Is Automatically Recorded”

Most activities appear automatically, you do nothing. The system records in the background:

  • Communication: incoming and outgoing WhatsApp, SMS, and email
  • Email tracking: opens, link-clicks, and replies from your sent emails
  • Status changes: contact, lead, deal, and property status
  • Website forms: when a visitor fills in a property contact form
  • Preselection: properties automatically added to a deal via matching
  • Client Portal actions: when a client changes a property status via the portal

What You Create Yourself

Section titled “What You Create Yourself”
  • Tasks: create, complete, or reopen
  • Notes: add to a record
  • Calls: start via Twilio or manually log
  • Meetings: schedule
  • WhatsApp / SMS / email: send from the CRM
  • Manual preselection of properties in a deal

Reading the Timeline

Section titled “Reading the Timeline”
  1. Open a record: contact, lead, deal, or relation.
  2. Click the Activities tab. The timeline appears as cards grouped by day (Today, Yesterday, older dates in your date format).
  3. Per card you see:
    • Activity type (icon + color)
    • Content (e.g., task title, email subject, message text)
    • Author (staff member or portal user)
    • Timestamp
    • Any attachments (photos for WhatsApp)

Visual layout: activities you performed are on the right, those of colleagues on the left, so you can see at a glance who did what.

Filtering on the Timeline

Section titled “Filtering on the Timeline”

Filter by type above the timeline:

  • All activities (default)
  • Tasks
  • Notes
  • Calls
  • WhatsApp

The Central Activities Overview

Section titled “The Central Activities Overview”

In addition to the timeline per record, there is a central overview for your planning. Two views:

List View (Table)

Section titled “List View (Table)”

Default columns: Name, Source (call/task/meeting), Regarding (linked record), Owner, Event date, Created date, Description.

Click a row → you jump to the correct record on the correct tab (e.g., the Calls tab of the contact).

Filters, sorting, and saved views work as in any overview. See Dynamic Filters for the basics.

Kanban View (Board)

Section titled “Kanban View (Board)”

Five columns for the workdays: Monday through Friday. Count in parentheses per column.

Ideal for: this week’s planning.

On each kanban card:

  • Minimize / Expand for details
  • Edit opens a side panel, modify task/call/meeting without leaving the page

The Activities Dashboard Widget

Section titled “The Activities Dashboard Widget”

On the dashboard, there is a widget showing your Today and Tomorrow activities. Filter via dropdown:

  • My activities (default)
  • Specific colleague
  • All activities (team-wide)

Click an item → edit directly in the side panel or jump to the full record.

Actions Directly from the Timeline

Section titled “Actions Directly from the Timeline”
Activity type Actions
Tasks Click to edit, status, priority, deadline. Or go to the Tasks tab for an overview.
Meetings Click → side panel to edit the meeting.
Calls Edit call notes. Or start a new call via the call button.
WhatsApp View message + attachments. Images open in lightbox.
SMS View sent/received message.
Email View subject + content. Open/click/reply tracking as separate activities.
Status change See who changed, old value, new value.
Website form Contact details, interested property, notes. Click through to the property.
Preselection Which properties + by whom added (manually or automatically).

Which Activities on Which Record?

Section titled “Which Activities on Which Record?”

Not every activity type fits every record type:

Entity Available activity types
Contacts Tasks, notes, calls, WhatsApp, SMS, emails, status changes, portal user, website forms
Leads Tasks, notes, calls, WhatsApp, SMS, emails, lead status changes, website forms
Deals Tasks, notes, calls, emails, deal status changes, property status, preselection
Relations Tasks, notes, calls, WhatsApp, SMS, emails

All 25 Activity Types (Reference)

Section titled “All 25 Activity Types (Reference)”
Type Code Description
Task created task_created New task on the record
Task completed task_completed Task finished
Task reopened task_uncompleted Completed task reopened
Note created note_created Note added
Section titled “Related”
Meetings and TasksSchedule meetings, manage tasks, and monitor deadlines.
NotesAdd notes to contacts, leads, deals, and properties.