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.
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”- Open a record: contact, lead, deal, or relation.
- Click the Activities tab. The timeline appears as cards grouped by day (Today, Yesterday, older dates in your date format).
- 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
Time period dropdown:
- All (default)
- Last 30 days
- Last week
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.
Five columns for a broader time range: Today, Tomorrow, Rest of the week, Next week, Next month.
Ideal for: looking ahead without day detail.
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. |
| View message + attachments. Images open in lightbox. | |
| SMS | View sent/received message. |
| 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 |
| Type | Code | Description |
|---|---|---|
| Call created | call_created | Phone call recorded or started via Twilio |
| Call completed | call_completed | Call finished / recording URL saved |
| WhatsApp received | whatsapp_message_received | Message inbound via Twilio |
| WhatsApp sent | whatsapp_message_sent | Message sent (manual or via template) |
| SMS received | sms_message_received | Message inbound via Twilio |
| SMS sent | sms_message_sent | Message sent |
| Email sent | email_message_sent | Email sent from Tesoro |
| Email received | email_message_received | Email received via synced mailbox |
| Email opened | email_opened | Recipient opened your email |
| Email link clicked | email_link_clicked | Recipient clicked a link |
| Email replied | email_replied | Reply received to sent email |
| Type | Code | Description |
|---|---|---|
| Meeting created | meeting_created | Meeting/viewing scheduled |
| Meeting status changed | meeting_status_changed | Confirmed, cancelled, … |
| Contact status changed | contact_change_status | E.g., active → inactive |
| Lead status changed | contact_change_lead_status | E.g., new → qualified |
| Deal status changed | deal_change_status | Different pipeline stage |
| Deal property status changed | deal_property_status_changed | Property status within deal by staff |
| Deal property status changed by portal user | deal_property_status_changed_by_portal_user | Client via portal |
| Preselection manually added | deal_preselect_properties_added_manually | Staff added properties |
| Preselection via automation | deal_preselect_properties_added_automation | Matching rules |
| Type | Code | Description |
|---|---|---|
| Portal user created | portal_user_created | Client portal account created for contact |
| Website form submitted | website_property_contact_form_submitted | Contact form on your website filled in |
Related
Section titled “Related” Meetings and Tasks Schedule meetings, manage tasks, and monitor deadlines.
Notes Add notes to contacts, leads, deals, and properties.