Activities — feed, manual log, and editing

Browse the activity feed, log an activity by hand, and edit a saved record

Most activities come in through Capture (paste notes, decompose, review). This guide covers the rest of the activity surface: the feed, the quick manual form, the detail page, and editing.

The activity feed

Open Activities in the sidebar. The page is titled "Activity feed" with the subheading "Recent alliance touchpoints, newest first." It always sorts by activity date descending. Columns are Partner, Participants, Type, Date, Context, and Next steps. The Next steps column shows two sub-rows — your side and the partner's side — each with a due date that turns red when overdue and is struck through when complete. Click any row to open the activity.

Filtering happens live, with no page reload: a free-text search box (searches partner, participants, type, notes, accounts, and narrative), a partner dropdown, and an activity-type dropdown. If activities span two or more motions, a motion filter row appears. Dashboard links can pre-filter the feed, e.g. only activities with overdue next steps.

Empty states: "No activities yet" before you've logged anything, or "No activities match your search or filters" when a filter excludes everything.

Log an activity manually

Use Capture for transcripts and rich notes. Use the manual form (/activities/new, titled "Log activity") when you just want to record a touchpoint fast. Fields:

• Partner (required — the only hard requirement)
• Direction — Inbound or Outbound (default Outbound)
• Category — Relationship, Pipeline, Enablement, or Other
• Participants — typeahead over your contacts; you can create a new participant inline
• Activity type — Meeting, Call, Email, Workshop, Presentation, Joint Account Planning, Exec Alignment, Enablement, Lead Pass, Roadmap Review, Co-marketing Planning, Integration Review, Joint GTM Sync, or Other
• Activity date — defaults to today
• Title, Notes, Narrative — all optional
• Next steps — add as many as you like; each has text, a side (your org or the partner), a due date, a context, and an owner

If you try to save without a partner you'll see "Partner is required." If any next step is blank: "Each next step needs non-empty text." On success the form resets and confirms "Activity logged successfully."

The activity detail page

The detail page shows the partner, linked accounts or events, participants (rendered as "Name — Role"), activity level, notes, and the logged timestamp. Below the details are the linked contexts (Partnership, Account, Opportunity, Project, Event), an expandable narrative, attachments, any AI-drafted follow-up emails, and per-context next-step cards.

If the activity has a partner and either a narrative or open next steps, you'll also see Draft follow-up email and the inline Read the Room analysis. Transcripts captured with is_transcript set show a banner prompting you to run Read the Room. The "⋯" menu holds Edit activity and Delete activity.

Edit an activity

From the detail page, choose Edit activity (/activities/[id]/edit). It reuses the log form with your data pre-filled, plus a Contexts editor to link the activity to accounts, opportunities, projects, or events. Save with the button at the top; you return to the activity.

Common gotchas

Editing reconciles next steps against what you submit — any next step you remove in the edit form is permanently deleted, with no undo. If you want to keep a step, leave it in place.

When you create an activity, the context and next-step pickers are scoped to the selected partner, so they may show a narrower list than the org-wide set. Choosing the partner first keeps those pickers relevant.

Activity delete is available to all members (unlike many other deletes in Triad, which are admin-only).

FAQ

What's the difference between Capture and Log activity?

Capture takes unstructured text (a transcript or messy notes) and uses AI to decompose it into a structured draft you review. Log activity is a fast manual form for when you already know the few fields you want to record. Both produce the same kind of activity record.

Can I log an activity without a partner?

No. Partner is the one required field on every activity. Account, opportunity, and other contexts are optional.

Where do next steps go after I save?

They appear on the activity, roll up to the partner and account pages, and show on the dedicated Next Steps page. You complete them from any of those places.