Emails & Activities is an incredibly powerful tool for managing your relationships. Because client relationships are more than just emails, we’ve given you the power to keep track of all client activities with Email & Activities. From meetings to calls and more, log each interaction to see a complete timeline of events in one concise view.
This article will discuss the different activities you can log with the app. If you're interested in learning more about sending, receiving, and tracking emails, check out the "Emails & Activities on monday.com" article.
Open Emails & Activities
Emails & Activities is preinstalled on every entity board in monday CRM. Entities include your Contacts, Leads, Accounts, and Deals boards. Navigate to the board where you'd like to use it and open the Timeline Overview icon on any item:
By default, Emails & Activities will be visible in your Overview tab:
You can also add a separate, dedicated view by clicking the + symbol to add a view. Select Emails & Activities from the Item views list:
Schedule activities
To schedule activities, choose Add activity from the upper left corner of the app home screen. You can select Meeting or Add Custom Activity:
You can adjust the date and time and add notes. You have the option to use the text editor to customize and format your notes.
Add custom activities
With Emails & Activities, there are default activity types to choose from. You can add a “Meeting”, write up a “Call summary”, and write a “Note”. You also have the option to create custom activities.
To delete a custom activity, hover over the activity name in the “Add activity” menu. A trash can icon will appear. Click on the trash icon to permanently delete the custom activity. You can only delete custom activities. You will not be able to delete the original activity types.
Activities board
When you create your first activity, a board called Activities will automatically be created in your account's CRM workspace. By default, this board is visible to all account members. Each team member can filter and track upcoming events, create reminders, and generate reports using this board.
The board will look like this:
What is logged on the activities board?
The activities that are logged on the board include:
- Phone calls
- Call summaries
- Meetings
Emails and standard notes are not considered "activities" when it comes to the Activities board. Emails sent through Emails & Activities will not be logged on the Activities board.
Activities Dashboard
You can review the data from your "Activities" board using the included Dashboard. To access it, open your "Activities" board and open on the "Dashboard" tab:
You can rearrange and customize this dashboard to make sure the information you need is always available to you:
Log notes
Log notes from meetings and phone calls to keep track of your evolving relationships. All notes are internal, meaning that only you and your teammates can see them.
To log a note, click on the “Add activity” button in the upper left corner of the app home screen. Then click “Note” from the menu and start writing:
A window will pop up where you can compose your note.
Mention your teammates
You have the ability to @ mention your teammates in the text of any internal activity. This includes meetings, call summaries, notes, and custom activities. Typing the @ symbol and your teammate's name in the body of the composer will populate a list of options. You can choose your teammate from that dropdown. Once you post the activity to your timeline, your teammate will be notified that they have been tagged.
Navigating the timeline
You can view your full timeline below the “Add activity” button at the top of the app. Your timeline will be organized chronologically. Any email or note will be sorted under the month when the email was sent or the note was added. Any event scheduled for a future date will be in the “Upcoming” section:
Manual timeline association
The timeline shows notes, activities, emails, and other items linked to a CRM record. With Manual Association, you decide exactly which records a timeline item is linked to. Links can be set when the item is created and remain fixed — even if the connections between records change later.
You can create a manual association when creating a timeline item or when editing an existing one.
When creating a timeline item:
- Open the composer (Note, Activity, Custom Activity, or Email)
- Before saving, review the list of records the item will be linked to
- Deselect any record you do not want this item linked to
- Click Save changes
For an existing timeline item:
- Open the timeline item
- Click Manage Associations
- View, add, or remove links
- Then Save changes
To learn more about Manual timeline association, including its rules and limits, check out the "Manual timeline association" article.
Filtering capabilities
You can use monday sidekick to analyze and review activities on your board. You can also filter the timeline to only see the emails, notes, events, or activities that interest you. You have the option to choose a date for your filter. You can also choose multiple filters to see, for example, all emails sent in a given timeframe.
The Sent from this item filter only shows threads that were initiated or replied to from within Emails & Activities on your item:
- Once an email is sent or replied to from Emails & Activities, the full thread (including CC/BCC replies) will be associated with that item.
- This filter will only work for emails. Activities can be filtered separately.
- This filter is ideal for those using Emails & Activities to support a ticketing system. It allows you to isolate threads that belong to the item even when the email address exists on other items in your monday CRM.
Previous experience
Previously, there was an Emails & Activities filter called Item related activities:
This allowed you to filter and view activities across your monday CRM account that were related to the email address for your item. As of December 2025, it is no longer available. The same functionality can be achieved by using the Current item filter under the Items header. This header will only be visible if there are items connected to your current item.
Pin a post
You can pin any activity to your timeline. When you pin an activity, it will show up at the top of your timeline regardless of new activities that are posted:
To pin a timeline, locate the post that you want to pin and open the three-dot menu in the top right corner of the post. Open the menu and select "Pin to top":
Set a reminder
You can set a reminder for any item on your timeline. To set a reminder, locate the post that you want to set a reminder for and open the three-dot menu in the top right corner of the post. Open the menu, select "Set a reminder", and then choose the timeframe for your reminder:
Add automated emails
You can add automated outgoing emails to your timeline by taking a few simple steps. First, use the guidelines in this linked article to set up the Emails & Activities app and connect your email address. Next, set up an Outlook or Gmail integration recipe on your board.
Finally, when you run the automation, the automated outgoing email will be added to your Emails & Activities timeline. The email will indicate that it was sent “via Automations”:
App settings
The app has four settings. You can find these settings by hovering over the title of the Emails & Activities tab. When you hover, a three-dot menu will appear to the right of the text. Click on the three dots to see the four options.
FAQ
Can you sync activities from the activity board to your Google or Outlook calendar?
You can sync individual activities to a calendar using the Calendar Integration.
If new activities are added, will they automatically sync to the calendar?
Even though you can sync to your calendar, activities added to the board after the sync will not automatically be added to the calendar. We’re working on making this possible.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.