Activities and reminders

PLANA Business Cloud's Activities are how you stay on top of work across many records. Instead of a separate task system, every record (invoice, sale order, customer, project task) can carry its own activities — small tasks with a due date and an assignee.

Anatomy of an activity

Field	Detail
Type	Predefined category — Call, Email, Meeting, To Do, Upload Document, etc.
Title	Free-text summary
Assigned to	A user — defaults to you, can be a teammate
Due date	Date by which the activity should be done
Note	Markdown-style note with context
Linked record	The invoice / customer / etc. the activity is on

Activities live in the chatter on the right side of any record.

Scheduling an activity

On any record:

1. Open the chatter (right panel)
2. Click Schedule activity
3. Pick the type, title, due date, assignee
4. Click Schedule

The activity appears in the chatter. The assignee sees it in their personal Activities list and, if the due date is set, in the top-bar 🕐 Activities drop-down.

Your Activities — the daily view

Click 🕐 in the top bar. You see:

Section	What
Today	Activities due today
Overdue	Past due, still open
This week	Coming up in the next 7 days

Click any activity to jump to its record. From there you can:

• Mark as done — closes the activity, optionally logs a note
• Mark as done & schedule next — close this one, open a follow-up
• Discard — close without logging

Activity types

PLANA ships with sensible defaults; you can add more in Settings → Activity types.

Type	Typical use
To Do	Generic task
Email	"Send X to the customer"
Call	"Call the customer about the delay"
Meeting	"Quarterly review with Acme"
Upload Document	"Get the signed contract"
Reminder	Just a reminder, no specific action

Custom types can be added per app. For example, a Sales team might add a "Demo" type with its own icon and notification.

Automated activities

Some screens auto-schedule activities. Examples:

• A confirmed sale order schedules a follow-up call activity 7 days after the expected delivery date for the salesperson
• An invoice overdue by 30 days schedules a payment-chase activity
• A purchase order schedules a "Validate receipt" activity for the warehouse manager when the expected receipt date arrives

You can configure these patterns in Settings → Automated activities.

Activities and the chatter

Activities live in the chatter, but they're more than chat messages — they have a date, an assignee, and a state. The chatter shows:

• Open activities with a yellow badge + due date
• Past activities in the log as "Activity X done by Y" entries
• Notes added in passing without a due date

You'll often see something like:

🕐 Call the customer about INV-2026-04 — due tomorrow, assigned to Boyan
📝 Boyan: Customer says they paid yesterday, transaction is in
   transit. Will check tomorrow morning.

That's a typical workflow — activity + note paired.

Email and the chatter

When you send a message from the chatter, it goes out as an email to the customer / vendor (if they have an email address) and is recorded as an outgoing message. Replies come back into the chatter as incoming messages.

This is how you keep the entire conversation with a customer attached to the customer or to the specific invoice — instead of scattered across Gmail.

Notifications

You receive notifications when:

• An activity is assigned to you
• An activity is due today
• An activity is overdue
• Someone @-mentions you in a chatter note
• A record you follow has activity

Configure where notifications go in Preferences → Notifications:

• In-app only
• • Email
• • (Coming) Mobile push when the native app ships

Tips

• Use Activities, not your inbox — if you keep your tasks in PLANA, they're visible to teammates and tied to the record
• Set realistic due dates — overdue activities create alert fatigue
• Use the "Mark done & schedule next" flow for recurring chases — it forces you to confirm the next step
• @-mention to pull a teammate's attention without re-assigning

Activities across apps

Each app surfaces its own activity types:

App	Common activities
Sales	Demo, Follow-up call, Send quote, Pricing review
Accounting	Payment reminder, Reconciliation review, Tax submission prep
CRM	Discovery call, Demo, Proposal, Decision-maker meeting
Project	Sprint planning, Stand-up, Retro
HR	One-on-one, Performance review, Onboarding step

The Activity drop-down shows everything across all apps in one list.

Where to read more

• A tour of PLANA — where the chatter sits
• Search and filter — finding overdue activities
• BOS → Alerts — when an activity grows into an alert