Filter activity index pages and record timelines

You can view activities in bulk on an index page or individually on a record's timeline under the default Activities tab. Activities include notes, emails, calls, tasks, meetings, and other communications. You can also view the historical changes made to certain activities.

Learn how to add default and custom activity cards to the middle column in your object settings.

Please note: your account may use personalized names for each object (e.g., account instead of company). This document refers to objects by their HubSpot default names.

View and filter activities on index pages

To filter, edit, or delete activities in bulk, you can use activity index pages. Learn how to edit the columns shown for activity views.

1. In your HubSpot account, navigate to CRM > Contacts.
2. In the upper left, click the secondary Contacts dropdown menu and select an activity. The available activities are calls, communications (e.g.,LinkedIn, SMS, and WhatsApp messages), emails, meetings (BETA), notes, postal mail, and tasks.
3. Click a view tab. Learn more about creating and managing saved views.
4. Above the table, click a quick filter, or click Advanced filters to set custom filters to view activities based on specific criteria. Learn more about filtering records.
5. To the left of the activity names, select the checkboxes next to activities to make bulk changes and click an option:
   • Edit: make changes to property values. In the dialog box:
     • Select a property to edit, then set the new value. Learn more about editing in bulk.
     • Click Update.
   • Delete: delete the selected activities. In the dialog box:
     
     • Enter the number of activities to delete.
     • Click Delete to confirm.
6. Click the activity’s name to view or edit an individual activity

View and filter activities on a record

On the middle column of an individual record, you can view activities on the default Activities tab or on other tabs in default and custom activity cards. You can also view the historical changes of certain activities.

Use the activities tab

The selected activities and filters apply to all records for that object and are unique to each user.

1. Navigate to your records.
2. Click the name of a record.
3. In the middle column, click the Activities tab, then click the Filter activity dropdown menu.
   • Select the corresponding checkbox to include an activity type on the timeline.
   • Select the Select all checkbox to select all activity types.
4. To filter engagement activities created by or assigned to specific users or teams, click the All users or All teams dropdown menus and select a user or team. User and team filters will not be applied to other records of that object.
5. Click the Notes, Emails, Calls, Tasks, and Meetings tabs to see only the respective activity types.

Learn more about creating activities.

Use activity cards

Activity cards can be added to your records and sidebars in your object settings. The activity cards include:

• Recent activities: displays the three most recent activities. You can edit the card to decide which activities to display and in which time period.
• Upcoming activities: displays the three nearest upcoming activities. You can edit the card to decide which activities to display and in which time period.
• Allbound timeline: displays activities in a calendar view, broken down by the direction of the activity (i.e. inbound or outbound).
• Custom activity totals cards: any cards you’ve created to display activities.

1. Navigate to your records.
2. Click the name of a record.
3. Navigate to the tab with the cards, then scroll to the card.

Recent and upcoming activities cards

• Click the Filter by dropdown menu, then select or clear the checkboxes next to the desired activities.
• Click the right arrow to expand and the down arrow to collapse. To expand or collapse all activities on the card, click Collapse all, then select Expand all or Collapse all.
• Expand the activity, then edit its details.
• Expand the activity, then click View full activity to view all details for an activity.

Allbound Timeline card

To use the default Allbound Timeline card:

• Click the All time dropdown menu, then select a time frame to view activities within a specific time frame. 
• Click the All activities dropdown menu, then select or clear the checkboxes next to the desired activities to view specific activity types.
• Click the Activity assigned to or HubSpot Team dropdown menus then select checkboxes of specific users or teams to filter by the user or team that's assigned to the activity. Select Unassigned to include only activities without owners.
• Click Clear all to clear all filters.
• Scroll left and right or click the left and right arrows to view previous or future weeks.
• Click Today to return the calendar to the current day.
• Click an activity to view more details about it in the right panel.

View an activity's history

Manually logged activities such as emails, calls, and notes can be edited and contain their edit history.

To view a history of changes to an activity:

1. Navigate to your records.
2. Click the name of the record you want to check.
3. Click the Activities tab.
4. Locate the activity you want to analyze. If the activity details are collapsed, click the right right arrow in the top left of the activity to expand it.
5. Click Actions, then select History.
6. In the right panel, view the history of changes to the activity.