Understanding the 'My Activities' Feature

Purpose of 'My Activities'

The 'My Activities' feature provides users with a personalised list of all records that currently require their attention. It acts as a central to-do list, aggregating important items from various modules into one convenient location on under the user's Home page, or under the My Activities navigation tab, where they may be filtered or sorted as needed.

How Records Appear in 'My Activities'

The criteria for a record appearing in a user's 'My Activities' list is simple:

A record is displayed if the user has an active Notification Badge for that specific record.

For more information on how this list is populated, see the guide on Notification Badges