---
title: "Activity timeline | Floral"
description: "Unified activity feed across meetings, briefings, summaries, deals, tasks, notes, and leads. Per-entity and workspace-wide. Chip filters, multi-relation aware."
canonical: https://floral.so/features/crm/activity-timeline
---

# Activity timeline | Floral

> Unified activity feed across meetings, briefings, summaries, deals, tasks, notes, and leads. Per-entity and workspace-wide. Chip filters, multi-relation aware.

Source: https://floral.so/features/crm/activity-timeline

[CRM add-onRead about Floral CRM add-on ](https://floral.so/features/crm)

# One feed for the whole customer relationship

Every meeting, briefing, summary, deal change, task, note, and lead capture - fanned out across every company and contact involved. Open a record, see the full history in one chronological view, without switching tabs or chasing rep memory.

[Read about Floral CRM](https://floral.so/features/crm)[Let's meet](https://floral.so/book-a-demo)

Two scopes

## Workspace-wide and per-entity

### Workspace-wide on the dashboard

The dashboard activity stream surfaces what is happening across the workspace right now. Filter by type - Meetings & emails, Deals, Briefings, Tasks, Notes, Leads, System - to focus on the slice that matters to you today.

![Floral workspace dashboard activity stream](https://floral.so/img/features/crm/activity-timeline/dashboard.png)

### Per-entity on every detail page

Open a company, a person, or a deal - the timeline shows every activity that touched that record, including activities that arrived via multi-relation (e.g. a meeting attended by two people from the company appears on both their timelines and the company’s).

![Floral company detail timeline](https://floral.so/img/features/crm/activity-timeline/company-detail.png)

Every activity type

## Eight today, more on the way

### Meetings

Every meeting recorded - whether in the room, online via the bot, or manual upload - produces a MEETING\_RECORDED activity.

### Briefings & summaries

BRIEFING\_CREATED on generation, SUMMARY\_CREATED on capture, and an approval activity on the three-step approval transition.

### Deals

DEAL\_CREATED, DEAL\_STAGE\_CHANGED, DEAL\_WON, DEAL\_LOST. Every pipeline movement is timestamped and attributed.

### Tasks

TASK\_COMPLETED fires when a task is marked done. Useful for understanding "what just shipped" on an account.

### Notes

NOTE\_ADDED whenever someone adds a note. Surfaces inline on the company/person/deal the note attaches to.

### Leads

LEAD\_CAPTURED on every lead-form submission. Linked to the auto-created company, person, and task.

### Email (coming)

EMAIL\_SENT and EMAIL\_RECEIVED activity types are pre-built; Gmail / Outlook ingestion is the next integration.

### System

Workspace events - invites, subscription changes, integration setup - for audit and visibility.

How you slice it

## Filters that respect how you work

### Type chips

Toggle each activity category on or off. Combine for any view you need.

### Multi-relation aware

One meeting with multiple attendees shows on each attendee timeline, not duplicated globally.

### Attribution

Every activity has an author and a timestamp. Useful for handoffs and historical audits.

Related features

## Pairs well with

[Companies & contactsThe pages where per-entity timelines live.Learn more ](https://floral.so/features/crm/companies-and-contacts)[NotesNotes become activities; activities show on every relevant timeline.Learn more ](https://floral.so/features/crm/notes)[Deals & forecastingDeal stage changes are first-class activity types.Learn more ](https://floral.so/features/crm/deals-and-forecasting)

[All CRM add-on features](https://floral.so/features/crm)[All core features](https://floral.so/features)

## Frequently asked

What counts as an activity?

Meetings, briefings, summaries (created and approved), deals (created and stage-changed), tasks (completed), notes (added), lead captures, and system events. Email send/receive is being added; the schema already supports it.

How is the timeline different from a generic activity log?

It is unified across surface types and respects the multi-relation model. A single meeting summary fans out to the company, every attendee, and the linked deal - one event, many surfaces. Generic logs duplicate or miss.

Can I filter the timeline?

Yes. Chip filters at the top of every timeline: Meetings & emails, Deals, Briefings, Tasks, Notes, Leads, System. Combine for the slice you want.

Is the workspace-wide timeline the same as the dashboard activity stream?

They share the same engine and chip filters. The dashboard is the workspace-wide view; per-entity timelines on company/person/deal detail pages are scoped to the entity.

Can I export the timeline?

CSV export is on the roadmap. In the meantime, the activity timeline is screenshot-friendly and PDF-friendly via the browser’s print view.

## Never ask “what is the latest with this account” again

Get a single timeline per company, per person, per deal - and one for the whole workspace.

[Sign up](https://floral.so/signup)[Let's meet](https://floral.so/book-a-demo)