Activity Management¶

Activity Management in Mythradon¶

Tracking interactions—calls, emails, meetings, and follow-ups—is essential for effective CRM use. Mythradon provides structured activity management to support sales, service, and relationship-building across your organisation.

Why It Matters¶

Shared Information Unlike personal inboxes, Mythradon creates a shared, searchable record of interactions—ensuring continuity even when staff change.
Timely Follow-ups Automatically track time since last contact, so you can follow up before relationships go cold.
Accountability & Insight Logged activities support goal tracking and team accountability, making it clear what's being done—and what's not.
Context at a Glance Don't rely on memory. Notes, history, and preferences are all visible in one place.
Data-Driven Planning Activities are leading indicators—helping you measure and improve the daily actions that drive business results.
Collaboration & Continuity Activities recorded in Mythradon are accessible to all relevant users, enabling better teamwork and handovers.

Consistent activity tracking improves efficiency, drives performance, and lays the foundation for more advanced CRM features in Mythradon.

How can Mythradon help?¶

Mythradon enables users to plan, track, and review interactions across the organisation. This promotes accountability, improves collaboration, and helps ensure that no important communication or follow-up is missed.

Supported Activity Types¶

By default, Mythradon supports the following activity types:

Meetings – Scheduled appointments with participants and optional locations.
Calls – Phone conversations or voice-based interactions, tracked by direction (inbound/outbound).
Tasks – To-dos or actions assigned to users, often with due dates and reminders.

Activities can be linked to the following standard entities:

Accounts
Contacts
Leads
Opportunities
Cases

Each of these records includes an Activities panel in the detail view, where users can view, create, and manage related activities.

Custom entities defined as Base Plus type also support the Activities panel and can participate in the same activity tracking framework.

Note

System administrators can create custom entities of type Event.
These entities can be configured to appear in the *Mythradon* Calendar for scheduling and visibility.
For more information, see the Custom Event Entity Setup section below.

Understanding Activity Types in Mythradon¶

In Mythradon, all activity types—Meetings, Calls, and Tasks—share a common set of core fields that define when, how, and with whom the activity occurs.

Common Activity Fields¶

Field	Description
Name	Subject or title used to describe the activity.
Status	Indicates the current state. Defaults include: `Planned`, `Held`, and `Not Held`. Custom values can be added in the Entity Manager.
Direction	Identifies the flow of communication: `Inbound` or `Outbound`.
Start Date/Time	When the activity is scheduled to begin.
Duration	Length of the activity in minutes.
End Date/Time	Automatically calculated from the start date and duration but can be edited.
Parent	The record (e.g. Account, Contact) this activity is linked to. Select the entity type and then choose the related record.
Reminders	Optional alerts via popup or email before the activity starts.
Description	Additional context or notes about the activity.
All Day	Marks the activity as spanning an entire day.

Meetings¶

Use Meetings to schedule interactions involving multiple participants. Meetings:

Can include Users, Contacts, and Leads as attendees
Support in-app reminders for all attendees
Are suited for longer discussions, planning sessions, or presentations

Calls¶

Calls represent inbound or outbound telephone conversations. Like Meetings, they:

Support multiple attendees
Include direction (Inbound / Outbound)
Are typically shorter in duration (up to 2 hours)

Tasks¶

Tasks are individual actions or to-dos assigned to a specific user. Tasks:

Do not have attendees
Can be related to any supported entity
Support attachments and due dates
Are ideal for follow-ups, internal actions, or reminders

Activities in Mythradon¶

Mythradon supports three core activity types by default:

Meetings
Calls
Tasks

These activities can be linked to entities such as Accounts, Contacts, Leads, Opportunities, and Cases. All of these include an Activities panel. Custom entities of type Base Plus also support this panel.

To help you get started, here's a breakdown of how each activity type works and how they appear in the calendar:

Meetings & Calls
Tasks
Calendar

Meetings & Calls¶

Meetings and Calls allow scheduling of events with multiple attendees, including Users, Contacts, and Leads. Each attendee can set an acceptance status: Accepted, Tentative, or Declined. Invitation emails can be sent using the Send Invitations button; recipients respond via email links. Templates for invitations can be customised at:

Reminders can be sent via popup (in-app) or email, and apply to the Assigned User and any listed in the Users Attendee field.

Default Duration for Meetings and Calls can be configured by system administrators and developers using the Entity Manager

Differences Between Meetings and Calls:

	Meetings	Calls
Attendees	Users, Contacts, Leads	Users, Contacts, Leads
Duration	Up to 1 full day	Up to 2 hours
Use Case	Group planning, presentations, discussions	Quick check-ins, follow-ups

Tasks¶

Tasks are simple, user-assigned activities with optional Date Start and Date Due fields (with or without time values). Unlike Meetings and Calls, Tasks have:

No attendees
Support for attachments
Optional reminders (visible only if Date Due is filled)

Task Details - Light Task Details - Dark

Scheduler¶

The Scheduler Panel helps identify available time slots across users when scheduling Meetings, Calls, or custom event-type entities.

The Scheduler Panel can be enabled or disabled using the Layout Manager

Enable/disable via:
Administration → Layout Manager → \[Entity] → Bottom Panels
Configure visible entities in free/busy view via:
Administration → Settings → Free/Busy Entity List

Calendar¶

The Calendar in Mythradon shows Meetings, Calls, Tasks, and any custom Event-type entities added by a system admin. Calendar views include:

Month
Week
Day
Timeline

Users can:

Add a calendar to their dashboard
View another user's calendar (if permissions allow)
Click the date range title to refresh calendar events

Shared Calendar Views¶

Users can create shared calendar views by team. These:

Display events of users within the selected team
Do not include events simply assigned to the team unless a specific team member is assigned

Timeline view supports viewing events across multiple users.

Note

Role-based permissions are required to use shared calendars. Set User Permission to team or all in Roles.

Custom Entities in Calendar¶

System administrators can create Event-type custom entities, then enable them in the calendar via:

Administration → Settings → Activities

These custom entities will then appear alongside core activity types.

Activity Management¶