Log Hub activities and manage shared native tasks
Record calls, meetings and notes, prepare drafts and create follow-up tasks with the correct native task handoff.
Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.
Where to start
Hub → CRM record → activity action; Sales → Sales follow-ups
PermissionManage sequences, playbooks and action queue; native Tasks Create for shared task creation
Before you begin
Use a real record and describe the next action clearly. Logging a call or meeting records an event that happened; it does not place a call or invite attendees.
Follow these steps
- Open the contact, company or lead profile and choose the relevant activity action: task, note, call, meeting or draft.
- Enter Title and Details. Set Activity time (UTC) for a logged event, or Due at (UTC) for follow-up work.
- Save the activity. Calls, meetings and notes are recorded as completed activities; tasks and drafts begin open.
- Open Sales follow-ups to review outstanding work. For an item labelled Manage shared task, follow that link to native Tasks.
- Use the original task controls for assignment, completion and reminders. Legacy Hub-only items offer their own Complete or Reopen control when permitted.
Fields and options
- Title
- Required, up to 160 characters.
- Details
- Up to 10,000 characters for a manually recorded activity.
- Activity time / Due at
- A UTC date and time between years 2000 and 2100. A native task stores its due date; a timed reminder is a separate native reminder.
Rules and limits
- New supported Hub tasks are mapped to one native task. Native assignment notifications follow the existing task policy.
- A draft activity is a review-queue item, not a transmitted email.
- Record activity and history panels show up to 100 accessible entries; this is not a complete lifetime activity export.
Check the result
- Confirm the activity is linked to the intended record and has the expected state.
- For a shared task, open native Tasks and check its name, relationship, owner and due date.
If something does not look right
- A native-managed task cannot be completed through the legacy Hub state action; use Manage shared task.
- If task creation is refused, check both Hub sales-management and native task-creation permissions.
Common questions
Will Log call dial the customer?
No. It records the details of a call; dialling remains with the existing calling tool.
Will saving a draft activity email the customer?
No. Use the authorised mailbox composer when you intend to send a message.