Activity Log

The Activity Log lets you record every meaningful interaction you have with a customer, lead, deal, contact, ticket, task, or project. Log a phone call before you forget the outcome, capture meeting notes while they are still fresh, or jot down a quick note on a contact record — all without leaving the detail page you are already on.

The activity log has two distinct layers. User-logged activities are entries you create manually: calls, meetings, notes, demos, and more. These are personal records of what you did and when. The separate timeline (visible in each record’s Activity tab) is maintained automatically by Mosic and records system events such as field changes, status transitions, and assignments. This guide covers the user-logged layer.

What is the Activity Log?

Every record in Mosic — whether it is a lead, a customer, a deal, a contact, a support ticket, a task, or a project — has a Recent Activity card visible on its detail page. That card shows the most recent interactions logged against the record and offers a Log Activity button to add new ones.

When you log an activity, you are creating a permanent record of an interaction: who did it, what type it was, when it happened, and any notes or outcome you want to capture. Activities bubble up the record hierarchy, so a call logged on a task also appears in the project’s feed, and a meeting logged on a deal appears in the customer’s feed.

The Activities tab in the right sidebar of any detail page shows a scrollable, chronological timeline of both your manually logged entries and the auto-generated system events for that record.

Default Activity Types

Mosic comes with ten pre-configured activity types. Each type shows a different set of fields depending on what information makes sense for that interaction.

Note: Workspace Admins can add custom activity types, disable built-in types they do not use, and adjust the display order. System types (the ten above) can be disabled but cannot be deleted. See Managing activity types below.

Logging an Activity

You can log an activity from any detail page that shows a Recent Activity card.

Before you begin: You need Member role or higher in the workspace to log activities.

1. Open the detail page for the record you want to log against — for example, a lead, contact, deal, or ticket.

2. Locate the Recent Activity card (usually in the left or center panel).

3. Click the Log Activity button in the top-right corner of the card.

   4. The Log Activity dialog opens. Fill in the required fields:
   • Subject (required) — A short description of the activity, for example “Discovery call” or “Sent proposal”.
   • Activity Type (required) — Click the type selector to choose from the available types. The selector shows a color dot and icon for each type.

4. Set the Date & Time field. It defaults to the current date and time. You can backdate it (for activities that already happened) or set a future date (to schedule a follow-up).

5. Fill in any additional fields that appear based on the type you selected (see the table above and the walkthroughs below).

6. Optionally add a longer Description in the block editor area at the bottom. Use this for meeting notes, call summaries, or any detail you want to preserve.

7. Click Log Activity to save, or press Ctrl+Enter (Mac: ⌘+Enter) as a keyboard shortcut.

Mosic shows a confirmation notification and the new entry appears at the top of the Recent Activity card immediately.

If the Log Activity button is not visible, check that you have at least Member role in the workspace. Viewers can see activity entries but cannot create them.

Log a Call from a Lead

Use the Call type to record phone calls with prospects.

Before you begin: Open the lead detail page. You need Member role or higher.

1. Click Log Activity in the Recent Activity card.
2. In the Subject field, enter a short description such as “Intro call — Acme Corp”.
3. Click the Activity Type selector and choose Call.
4. Adjust Date & Time if the call happened earlier.
5. In the Duration (minutes) field, enter how long the call lasted (for example, 30).
6. In the Direction field, select whether the call was Inbound (they called you) or Outbound (you called them).
7. In the Outcome field, summarise what happened — for example, “Interested, wants a demo next week”.
8. If a Customer and Contact appear pre-filled (because the lead is linked to them), leave them as-is. Otherwise, select the relevant customer and contact.
9. Click Log Activity.

The call entry appears in the lead’s Recent Activity card and propagates to any linked customer’s activity feed.

Record a Meeting with Attendees

Use the Meeting type when you meet with multiple people.

Before you begin: Open the record the meeting is linked to (lead, deal, customer, or contact). You need Member role or higher.

1. Click Log Activity in the Recent Activity card.
2. In the Subject field, enter the meeting title, for example “Q2 review with Acme team”.
3. Click the Activity Type selector and choose Meeting.
4. Adjust Date & Time to when the meeting occurred or is scheduled.
5. In the Duration (minutes) field, enter the meeting length.
6. In the Location field, enter where the meeting took place — for example, “Zoom” or “Conference Room B”.
7. In the Attendees field, list who attended. Separate names with commas or line breaks.
8. In the Outcome field, summarise decisions or next steps.
9. Add full meeting notes in the Description block editor.
10. Click Log Activity.

Add a Note to a Contact

Use the Note type for quick observations that do not fit another category.

Before you begin: Open the contact detail page. You need Member role or higher.

1. Click Log Activity in the Recent Activity card.
2. In the Subject field, enter a short label, for example “Prefers email over phone”.
3. Click the Activity Type selector and choose Note.
4. Optionally adjust Date & Time.
5. Add any longer context in the Description block editor.
6. Click Log Activity.

The Note type does not show Duration, Direction, Outcome, Location, or Attendees fields — only Subject and Description are needed.

Log an Activity on a Ticket or Task

The same dialog and steps work for tickets and tasks. The Customer and Contact fields auto-fill if the ticket or task is already linked to a customer.

Before you begin: Open the ticket or task detail page. You need Member role or higher.

1. Click Log Activity in the Recent Activity card.
2. Fill in Subject and Activity Type as normal.
3. Select the type that best describes the interaction — Call, Note, Check-in / Status Update, or any other.
4. Complete any type-specific fields.
5. Click Log Activity.

Activities logged on tasks surface in the parent project’s activity feed, giving project managers visibility across all work items.

Editing and Deleting

Editing an Activity

You can edit an activity you logged yourself. Open it by clicking on the entry in the Recent Activity card or the Activities tab. The detail page lets you change any field including the subject, type, date, duration, outcome, and description.

Workspace Admins and Editors can also edit activity entries they did not create, as long as they have write permission on the parent record.

Changes save automatically after 30 seconds of inactivity, or you can trigger a manual save.

Deleting an Activity

Only the person who logged an activity can delete it. Workspace Admins can also delete any entry.

To delete an activity:

1. Open the activity entry (click on it from the Recent Activity card or Activities tab).
2. Click the actions menu (the three-dot menu) in the top-right area of the detail page.
3. Select Delete.
4. Confirm the deletion in the dialog that appears.

This action cannot be undone. The entry is permanently removed.

Back-dating and Forward-dating

The Date & Time field accepts any date and time — past or future. Use a past date to record an activity that already happened before you had a chance to log it. Use a future date to create a placeholder for a scheduled meeting or follow-up call.

Where Activities Appear

Recent Activity Card

The Recent Activity card appears on the detail page of every record that supports activity logging. It shows the most recent entries with their type icon, subject, logged-by name, and timestamp. Click Load more at the bottom of the card to see older entries.

Activities Tab

The right sidebar on each detail page includes an Activity tab (labeled Activities on task and page detail pages). This tab shows a full chronological timeline that combines your manually logged entries with auto-generated system events such as status changes, field edits, and assignments.

Activity Inheritance

Activities cascade up the Mosic record hierarchy. An activity logged on a task is visible in the task’s feed and also surfaces in the parent project’s feed. An activity logged on a deal appears in the deal’s feed and in the linked customer’s feed. This means managers and account owners get full visibility without needing to check every individual record.

Managing Activity Types (Workspace Admins Only)

Workspace Admins can extend the default set of activity types, disable types the team does not use, and control the order they appear in the type selector.

Before you begin: You need Admin role in the workspace.

Creating a Custom Activity Type

1. Open Settings from the sidebar.
2. Navigate to the Activity Types section.
3. Click Create Type (or the equivalent add button in your workspace’s settings).
4. Enter a Label — this is the name users see in the type selector.
5. Choose an Icon and Color for visual identification.
6. Enable the display flags that apply to this type:
   • Show Duration — adds a Duration (minutes) field
   • Show Outcome — adds an Outcome field
   • Show Direction — adds a Direction dropdown (Sent, Received, Inbound, Outbound)
   • Show Location — adds a Location field
   • Show Attendees — adds an Attendees field
   • Show Customer link — adds a Customer selector
   • Show Contact link — adds a Contact selector
7. Set a Sort Order number to control where this type appears in the picker (lower numbers appear first).
8. Save the type.

The new type becomes available immediately in the Activity Type selector for all team members.

Disabling an Activity Type

If a type is not relevant to your team’s workflow, you can disable it to keep the picker clean.

1. Open Settings and navigate to Activity Types.
2. Open the type you want to disable.
3. Toggle the Enabled setting to off.
4. Save.

Disabled types no longer appear in the type selector. Existing entries that used that type are not affected and remain visible in activity feeds.

System types (the ten defaults listed in the table above) can be disabled but cannot be deleted. Custom types you created can be deleted if they have no existing entries.

Adjusting Sort Order

The Sort Order field on each activity type controls the order types appear in the selector. Change the number on any type and save to reorder the list. Lower numbers appear first.

FAQ

Why can’t I edit someone else’s activity?

You can only edit your own entries unless you have Admin or Editor role in the workspace. If you need to correct an entry someone else logged, ask them to update it or ask a workspace Admin.

Why doesn’t my custom activity type appear in the picker?

Check that the type is enabled. Open Settings → Activity Types, find the type, and confirm the Enabled toggle is on. Also verify that the type belongs to the correct workspace — types are workspace-specific.

Why did the Customer and Contact fields auto-fill?

When you log an activity from a record that is already linked to a customer or contact (such as a deal or ticket), Mosic pre-fills those fields automatically. The fields are locked so you cannot accidentally change them. If you need to log the activity against a different customer, open the activity entry after saving and update the fields there.

Can I log an activity without specifying a date?

The Date & Time field defaults to the current date and time. You don’t have to change it — if you leave it as-is, the activity is stamped with the current moment. If you clear the field, Mosic still records the activity with the time you clicked Log Activity. For back-dating or scheduling, manually set the date and time to the moment you want.

Where are activities stored?

Activities are stored in your workspace and are private to workspace members. They are not visible to customers, contacts, or portal users. Only workspace members with Read access to the parent record can see its activity log.

How do I see all activities across my workspace?

Each detail page shows activities for that specific record. To get a broader view, check the activity feeds on parent records — for example, the customer record’s Activity tab aggregates activities from all linked deals, contacts, and tickets.

Can I delete a system activity type?

No. The ten system types (Call, Email, Meeting, Note, Demo / Presentation, Site Visit, Document Sent, Check-in / Status Update, SMS / WhatsApp, and Other) cannot be deleted. You can disable them to hide them from the type selector, but the underlying type definition remains in the system to preserve historical entries.

Related Documentation

• CRM — Managing leads, customers, deals, and contacts
• Helpdesk & Tickets — Support ticket management
• Tasks — Task management and collaboration
• Projects — Project organization and tracking
• AI Assistant Integration — Manage activity logs using an AI assistant