Overview
Activities are how people collaborate on a record. You add comments, tasks, and approval requests to any object in CXF — a Contact, a Content Instance, a Document — in a threaded feed with @mentions, priority, status tracking, and real-time notifications. For the mental model, see Core concepts.Where to find it
Open the activity feed on any record to add comments, tasks, and approvals. A global activities view also lists activities across all objects, with filters by type, object type, and date.Activity types
| Type | What it’s for | Lifecycle |
|---|---|---|
| Comment | A note or discussion on the record. | — |
| Task | An actionable item assigned via @mention. | Backlog → To Do → Doing → Done |
| Approval | A request for a decision. | Pending → Approved or Rejected |
Tasks and Approvals require at least one @mention — the person responsible.
Approving an approval moves it to Done.
Properties
| Property | Type | Required | Description |
|---|---|---|---|
type | enum | Yes | comments, tasks, or approvals. |
content | string | Yes | The activity text — can include @mentions. |
object_type / object_id | reference | Yes | The object this activity is attached to. |
parent_id | reference | No | Parent activity, for threaded replies. |
priority | enum | No | normal, high, or urgent (default normal). |
status | enum | No | For tasks and approvals: backlog, todo, doing, done. |
is_approved | boolean | No | For approvals: unset = pending, true = approved, false = rejected. |
mentions | array | No | The users tagged on the activity. |
user_id | reference | Auto | The creator. |
started_at | datetime | Auto | Set when the status first leaves backlog. |
created_at | datetime | Auto | When the activity was created. |
updated_at | datetime | Auto | When it was last updated. |
Mentions & notifications
Tag a user with an @mention in the content (the editor autocompletes names). Mentioned users get a real-time notification. On a threaded reply, the author of the parent activity is notified too.Priority
Every activity has a priority —normal, high, or urgent — to flag how
pressing it is.
Behaviour & rules
- Tasks and Approvals need a mention. At least one @mention is required (the responsible person).
- Approving completes the approval. Marking an approval approved moves its
status to
done. - Replies are threaded. An activity can reply to another via
parent_id, and the parent’s author is notified. - Titles stay in sync. When the parent object’s title changes, its activities’ titles follow automatically.
Seeds
Activities aren’t currently supported in Seeds — they’re user-generated content rather than configuration.Governance & permissions
A super admin, Master, or Journey Manager (JM) can create, edit, and delete activities.API access
Activities are created, read, updated, and deleted through the API — set thetype, content, target object, and any mentions. See the
API reference.
Related
Object types
The objects you can attach activities to.
Log
The activity feed also surfaces status and approval changes from the log.