The activity page in Formaloo is your central hub for tracking every task and record assigned to you or your team. It gives you a clear view of all your responsibilities across forms, apps, and dashboards in one place.
📍 Included in plan: Enterprise
Table of contents
What the activity page shows
The activity page gives you a clear overview of all your assigned tasks. It shows what’s due, where each task comes from, and who is responsible for it.
Any record assigned through the assignee field automatically appears on the activity page, ensuring your team stays organized, accountable, and aligned.
Each record includes the following elements:
Activity: the task name or record title.
Due date: the deadline for completion.
Assigned: the person or team responsible.
Form source: which form or app the record originated from.
Status: current progress (for example: Pending, In progress, Completed).
Created at: when the record was created.
Created by: the user who added or submitted it.
👉 Learn how to assign records in what is the assignee field in Formaloo and how to use it.
How to search for a task
To quickly find specific tasks or records:
Click the search icon (🔍) on the top-right corner of the activity page.
Type any part of the task title, form name, or assignee’s name.
The results will update instantly as you type.
💡 Pro tip: Learn how to organize members into teams for smoother collaboration in what is a team in Formaloo and how to manage it.
How to filter and sort your tasks
If you manage many records, filters and sorting options help you stay focused.
Click Filter & sort on the top-right corner.
Use the sidebar to define how your tasks are displayed.
Sort by
Due date
Created at
Updated at
Project name
Status
Assignee
Filter by
Form
Folder
Status
Assignee
Due date range
Created date range
Updated date range
💡 Pro tip: Want to export and share your tasks? You can generate branded reports directly from your workspace. Learn how in how to generate custom PDFs using templates.
Use cases for the activity page
The activity page is flexible enough to work across all industries and team sizes. Here are a few powerful examples:
Project management
Imagine you’re a project manager planning your team’s upcoming marketing campaign. You create a “Content Calendar Planning” form and add an assignee field.
You then assign next week’s tasks to your teammates, and instantly, they appear in each person’s activity page. From there, they can update status, manage due dates, and complete their work without missing a step.
👉 Try it yourself with the Project tracking and task management template.
💡 Pro tip: Pair your activity page with team assignments to instantly track accountability across your workspace. Learn more in what is a team in Formaloo and how to manage it.
Sales and CRM tracking
For sales teams, the activity page becomes your real-time sales pipeline.
Every time a new lead comes through your CRM form, it can be assigned to a specific sales rep. That record instantly shows up in their activity page, helping them track prospects, follow up, and close deals faster.
👉 Build your own CRM with the Sales CRM template.
💡 Pro tip: Combine your assignee field with form logic to automatically assign high-value leads to senior reps. Learn more in how to add advanced logic to your form.
Education and student management
Teachers, coaches, or school admins can use the activity page to monitor progress across courses or classes.
For example, each time a student submits homework, it can be automatically assigned to their instructor, who will then see the submission in their activity page along with due dates and status updates.
👉 Start managing classes easily with the Students management app template.
💡 Pro tip: Combine student tracking with PDF exports to generate personalized progress reports. Learn more in how to generate custom PDFs using templates.
Wrap-up
The activity page in Formaloo is your workspace’s productivity command center. It helps you and your team:
See all assigned records in one place.
Filter, sort, and search tasks easily.
Export and share reports as needed.
Stay on top of every deadline and responsibility.
If you manage large teams or complex workflows, the activity page ensures nothing gets lost, giving you complete control over your projects, clients, and students.
💡 Pro tip: Want to build powerful apps faster? Try Magic Create to instantly generate any form or dashboard you need.
FAQs
Q1: Who can access the activity page?
The activity page is available to Enterprise plan members. It displays all records assigned to you or your team using the assignee field.
Q2: Can I view my team’s assignments as well as my own?
Yes. If a record is assigned to your team, all team members will see it in their activity page.
Q3: Can I change a task’s status from the activity page?
Yes. Click on the record to open its detail view and update any fields, including status, due date, or assignee.
Q4: Can I export my tasks?
Yes. Use Formaloo’s PDF generation feature to export individual tasks or reports.
See how to generate custom PDFs using templates.
Q5: How do I find overdue or upcoming tasks?
Use filters for due dates or status to show overdue, completed, or upcoming records at a glance.
Q6: How often does the activity page update?
The page updates automatically, new assignments or changes appear in real time.
Q7: Can guest users access the activity page?
No. The activity page is exclusive to workspace members and not available for external guests.
Q9: Can I search across all projects?
Yes. Use the search bar to find tasks from any form or project within your workspace.
💡 Learn how to make your searches smarter with memory forms.