Using activity stream within a playbook

Use activity stream within a playbook to add comments or notes, and view communication and task history for the parent or associated record.

Activities may contain a button, icon, or dropdown item to view a record’s activity stream.

Playbook activity stream examples

To open the activity stream within a playbook, click the View activity button or select View History from the drop-down list.

Figure 1. Activity stream button

Figure 2. Activity stream dropdown

Activity stream modal

You can see tabs for comments and work notes related to a parent or associated record. You can use the Compose text box to post new comments or work notes.

You can view previous activity by scrolling down to the Activity section.