9.1. View Assigned Tickets, Tasks, and Activities in Card or Table View

1. Navigate to User Activities from the sidebar. You can toggle between a Cards view and a Table view in the top right.
2. You will see a list of recent activities, including the Type of activity (e.g., Ticket, Task, Schedule Entry), its Title, Status, Priority, and Due Date. Each row shows a colored left-edge accent indicating its activity type.
3. Click View Details or Go to page for a specific activity to navigate to the associated record.

Ad-hoc to-dos

Ad-hoc to-dos are lightweight personal items you can create directly from the activities table without scheduling them.

1. Click Add To-do in the table toolbar to create a new ad-hoc item.
2. The new item appears in the list with a badge distinguishing it from scheduled tickets and tasks.
3. Click the item to open its Detail Panel, where you can:
   • Mark it Done using the toggle.
   • Edit the title and description.
   • Convert it to a service ticket (opens Quick Add Ticket) or a project task (opens the Convert to Project Task dialog). The ad-hoc item is removed from your list once it is converted.
   • Delete it.

Ad-hoc items always appear in your list regardless of the active date filter.

Viewing another user's activities

Users with the Manage User Schedule (user_schedule:update) or View All User Schedules (user_schedule:read_all) permission can switch the activities view to another team member.

1. Open the Viewing: picker in the table toolbar (it shows Me by default).
2. Select a team member from the list.
3. The table reloads showing that user's scheduled tickets, tasks, and activities. Personal ad-hoc to-dos and notification items are not shown when viewing another user.
4. To return to your own view, select Me from the picker.