Get Organized by Planning Activities

When you plan activities you minimize the risk of uncertainties, as you provide clear directions for the course of your next action. In addition to that, you do not leave space for wasteful activities and reduce the chance of having overlapping actions between team members.

Where do I see my schedule activities?

Access and manage your activities wherever you are in Flectra by the Activities menu.

View of crm leads page emphasizing the activities menu for Flectra Discuss

Plan activities

Activities can be planned and managed from the chatter by clicking on Schedule activity, or through Kanban views.

View of crm leads and the option to schedule an activity for Flectra Discuss

Set your activity types

A number of activities types are available by default in Flectra (call, email, meeting, etc.). However, you can set new ones going to Settings ‣ Activity types.

View of the settings page emphasizing the menu activity types for Flectra Discuss


If you need to create an activity type with an available calendar, make sure to create it with an Action to Perform set as Meeting.

Recommend next activities

Flectra helps you to plan a flow of activities by allowing you to set Recommended Next Activities.

View of an activity type form emphasizing the field recommended next activities for Flectra Discuss

Once the respective activity is completed, select Done & Schedule Next and next steps are suggested to you.

View of an activity being schedule emphasizing the recommended activities field being shown for Flectra Discuss