The Calendar & Activity Timeline
REDA gives you two ways to see your activity. The calendar is the forward-looking, time-based view — everything scheduled, from meetings you booked yourself to showings, bookings, and work orders that REDA scheduled for you. The Activity timeline is the per-record view — the running history of what's happened, and what's coming up, on a single contact, deal, or property. Both draw on the same Tasks and Events created in Tasks, Events & Activities in REDA; this article is about where they surface, not how to create them.
Access you'll need. The calendar and timeline surface standard Activities, so access is granted separately by your administrator — it is not part of the REDA permission sets.
What the calendar and timeline are
They answer two different questions. The calendar answers "what's scheduled, and when?" across all your records at once. The timeline answers "what's the story on this record?" — the emails, calls, tasks, and events tied to one contact or deal. Because both read the same underlying activities, an event you schedule shows up in both places: on the calendar for whoever is planning their week, and on the record's timeline for whoever opens that tenant or deal.
Knowing which view to reach for saves time. When you're planning — "do I have a free Tuesday afternoon for a viewing?" — the calendar is the right lens. When you're catching up on a specific relationship — "what's been happening with this tenant, and what's next?" — the record timeline is where the whole thread lives. Neither view is where you create activities from scratch; both surface what you (and REDA's scheduling features) have already put in place.
The calendar
Open the calendar from the Calendar tab in the REDA app. It offers the familiar Day, Week, and Month views:
| View | Shows | Best for |
|---|---|---|
| Day | One day, hour by hour | A busy day, or checking for conflicts |
| Week | The working week (start day depends on your locale) | Weekly planning — usually the default |
| Month | The full month, with details truncated | Spotting busy or quiet periods |
What appears on the calendar
The calendar is a single picture of everything scheduled, drawn from several sources:
So if you find a showing or work-order slot on your calendar you don't remember entering, that's expected — REDA's scheduling features put it there. To change it, open the source record rather than the calendar entry.
Creating an event from a slot
Click an empty time slot in Day or Week view and a quick New Event form opens with the date and time pre-filled; "More Options" opens the full form. The complete field reference lives in Tasks, Events & Activities in REDA.
Overlaying other people's calendars
If your org's calendar has the other-calendars panel enabled, you can overlay a colleague's calendar to check their availability before scheduling. This is a standard Salesforce feature configured by your administrator, so its presence depends on your org's setup.
The Activity timeline on a record
On a record's Activity area, the timeline splits into two sections:
| Section | Contents |
|---|---|
| Upcoming & Open | Open tasks (with their due dates) and future events; overdue items are highlighted |
| Activity History | Completed tasks, past events, logged calls, and sent emails — most recent first |
Each entry expands for full detail. Emails sent from REDA show with their full body (see Sending Email from REDA), logged calls land in history as completed, tasks move from Upcoming to History when marked complete, and events move to History after they occur. Because the timeline is shared, everyone with access to the record sees the same story — it's the team's record memory.
Two habits make the timeline pull its weight. First, an overdue open task stays in Upcoming & Open and is highlighted, so the timeline doubles as a nudge list — if something has slipped, it's visible at the top rather than buried in history. Second, because sent emails and logged calls land here automatically, the timeline is often the fastest way to answer "when did we last talk to this tenant, and what about?" without leaving the record. When a colleague picks up a deal you started, this shared history is what lets them get up to speed in seconds.
Worked example: planning the week
Leasing agent Nadia Khan opens the Calendar tab in Week view to plan viewings across Meridian units. She sees two showings the showings feature scheduled, a short-stay booking hold, and a work-order slot for a Meridian Court unit turn — none of which she entered by hand. She clicks an open Tuesday 3pm slot to add a manual New Event for a landlord call. Later, on David Okafor's lease, the Activity timeline shows the upcoming signing event at the top and, below it, the history: a sent tenancy-agreement email, a logged call, and a completed "prepare agreement" task.
Where to go next
- Tasks, Events & Activities in REDA — how to create the tasks and events shown here.
- Sending Email from REDA — emails that appear in the timeline.
- Scheduling Showings — a feature that puts items on the calendar.
- Short-Term Bookings — bookings on the calendar.
- The Maintenance Calendar — scheduled work orders.
Frequently asked questions
On the Calendar tab in the REDA app — the second item after Home. Your showings and bookings appear there too.
REDA's showings, bookings, and work-order scheduling create their own calendar items. Open the source record to manage them.
Click an empty slot in Day or Week view — the New Event form opens with the date and time pre-filled. See Tasks, Events & Activities in REDA for the full form.
If your org's calendar has the Other Calendars / People panel, add the user to overlay their events. This is a standard Salesforce feature configured org-side.
Upcoming & Open shows open tasks and future events (overdue items highlighted). Activity History shows completed items — tasks, past events, logged calls, and sent emails.
Yes — emails sent from REDA log as completed activities with their full body. See Sending Email from REDA.
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