Introducing the Activity Bar : Track Notes, Calls, and Meetings in One Place
Now you can track all your business notes, call list, and meetings in one place with organized workflow and important details with this all-in-one solution.
Keeping track of important updates, discussions, and action items can quickly become chaotic, especially when information is spread across emails, chat apps, and scattered documents. Whether it’s customer interactions, internal project updates, or meeting notes, finding the right details at the right time is often a challenge.
Stackby’s new Activity Bar brings everything together in one place, allowing you to log call summaries, meeting updates, and important notes directly within your database. No more jumping between tools, keep your data structured, searchable, and always accessible.
With this you’re closer to utilizing Stackby as a full-fledged Sales CRM.
What is the Activity Bar?
The Activity Bar is a dedicated section that appears when you expand a record in Grid View, providing a structured space for logging essential updates. It enables you to add notes, record call logs, and summarize meetings within individual records, ensuring that key information stays linked to relevant data.
Building on Stackby’s existing collaboration features like comments, history tracking, checklists, and reminders, the Activity Bar helps teams maintain clarity and context in their workflows. Whether you need to document client conversations, track internal project discussions, or keep an ongoing record of decisions, this feature keeps everything neatly organized at the row level.
Key Features of the Activity Bar
1. Log Call Summaries & Meeting Notes
Record customer conversations, team discussions, and key decisions directly within your records, eliminating the need for external note-taking tools and saving valuable time.
2. Add Context to Your Records
Keep all relevant updates, client interactions, approvals, feedback, or status updates—tied directly to your database entries.
3. Organized Collaboration
Every update stays visible within the record, ensuring transparency. Plus, team members can tag each other in the comments section for quick follow-ups.
4. Seamless Integration with Existing Features
The Activity Bar works alongside comments, history, checklists, and reminders, making it a complete solution for tracking interactions and decisions.
5. Enhanced Accountability & Transparency
Each entry is timestamped and attributed to the contributor, making it easy to track who added what and when.
Who Can Benefit from the Activity Bar?
From sales teams tracking client interactions to project managers maintaining progress logs, the Activity Bar provides a structured way to document critical updates. Here’s how different teams can use it:
- Sales & CRM Managers: Log customer call notes, follow-up actions, and deal progress in one place.
- Project Managers: Keep track of meeting discussions, task updates, and next steps.
- HR & Recruitment Teams: Document candidate interview feedback and internal hiring discussions.
- Customer Support Teams: Document customer interactions, support tickets, and resolutions.
- Product Development Teams: Track brainstorming sessions, feature discussions, and feedback notes.
- Legal & Compliance Teams: Keep records of regulatory discussions, contract approvals, and policy updates.
- Agencies & Freelancers: Manage client feedback, content approvals, and milestone discussions in one place.
How to Get Started
- Expand a record in Grid View.
- Navigate to the Activity Bar within the expanded view.
- Start adding notes, call summaries, or meeting updates in real-time.
- Collaborate with your team by keeping everything structured and accessible.
Final Thoughts
Small details can make a big difference, and the Activity Bar in Stackby ensures that no critical update is overlooked. By maintaining a structured, row-level log of interactions, whether it’s client calls, internal meetings, or project discussions, teams can build a clear, ongoing record of progress. This means fewer missed details, smoother decision-making, and a more aligned workflow.
Over time, these well-documented updates create a reliable knowledge base, making it easier to track patterns, follow up on action items, and measure progress based on real, organized data. Collaboration becomes more efficient, and instead of scrambling to recall past discussions, teams can focus on moving forward with confidence.
