---
title: Working with Contract Activities
description: "Activities play a vital role in managing and tracking interactions, follow-ups, and documentation throughout the contract lifecycle. In EvergreenWorx Contracts, we leverage the **built-in Activities functionality in Dataverse**, allowing users to log and manage communications, tasks, and appointments directly from…"
url: "https://evergreenworx.com/docs/working-with-contract-activities/"
updated: "2025-10-22"
category: Contracts User Guide
---

# Working with Contract Activities

Activities play a vital role in managing and tracking interactions, follow-ups, and documentation throughout the contract lifecycle. In EvergreenWorx Contracts, we leverage the **built-in Activities functionality in Dataverse**, allowing users to log and manage communications, tasks, and appointments directly from a contract record.

This article explains how to work with activities in the context of a contract, the types of activities supported, and how to view and manage them efficiently.

## Accessing Activities on a Contract

There are two primary ways to view and manage activities for a specific contract:

1. **Timeline on the Summary Tab**
   - Located on the main contract form’s Summary tab.
   - Provides a real-time, chronological view of all activity types and notes.
   - Allows you to quickly create or view tasks, emails, appointments, and more.
2. **Activities Tab**
   - A dedicated tab on the contract record.
   - Offers a more focused and structured view of all associated activities.
   - Ideal for filtering or analyzing historical engagement with the contract.

## Supported Activity Types

EvergreenWorx Contracts supports all standard activity types in Dataverse, including:

- **Task**: Use for internal reminders or action items such as "Review draft contract" or "Schedule negotiation meeting."
- **Phone Call**: Log important conversations with stakeholders or vendors.
- **Email**: Send or track contract-related emails directly from the timeline.
- **Appointment**: Schedule meetings related to negotiations, signings, or contract reviews.

These activities can be linked directly to the contract record, ensuring context is preserved and nothing falls through the cracks.

## Global Activities View

You can also view all of your assigned activities across the system:

- Navigate to **Activities** in the sitemap.
- This view aggregates all open and completed activities tied to any record you’re associated with—including Contracts, Accounts, and more.
- Use filters to focus on specific due dates, activity types, or related entities.

## Benefits of Using Activities with Contracts

- **Centralized Communication**: Keep all stakeholder interactions linked to the relevant contract.
- **Task Management**: Assign deadlines, owners, and priorities for contract-related actions.
- **Audit Trail**: Maintain a clear historical record of actions taken and communications sent.
- **Collaboration**: Help teams stay aligned with reminders and notes easily visible to all users.

## Best Practices

- Use the Timeline for daily visibility and lightweight interactions.
- Use the Activities tab for managing multiple activities or filtering by type.
- Encourage teams to log important decisions and actions to support compliance and visibility.
- Leverage reminders and due dates to stay ahead of key contract milestones.

By using activities effectively, EvergreenWorx Contracts becomes more than a repository—it becomes a hub for contract execution and collaboration.