HelpGetting StartedTasks & Activity Log

Tasks & Activity Log

Use tasks to track follow-ups. The activity log keeps a full audit trail.

🕐 4 min readGetting Started

Every record in Kanvo has an activity log and a task list.

  1. 1Open any record
  2. 2Click the Tasks tab
  3. 3Click New Task and fill in the title, due date, and assignee
  4. 4The assigned team member sees it in their task board
💡

Use the Notes field to leave context for teammates so nothing gets lost between handoffs.

tasksactivitylog