Call activity type helps to log meeting minutes to provide future context to your teams. This article explains how to create, view, edit, and delete Call Activities in BoldDesk, helping agents efficiently manage and track client meetings in one place.

How to Create a Call Activity

1. Select either global Activity from the navigation panel or click Create Activity from the ticket’s activity tab.
   

   
   
   
   

2. By default, task will be selected as the type of activity. Change the Task type to Call.
   
   

   
   
   

3. If an activity is created from a ticket details page, the respected ticket and requester information will be auto-filled in the Ticket and Contact sections, respectively. If not, these sections will remain empty.

4. Since it is a Call type, you should update collaborators, start time, end time, and time zone properly.

5. Status and priority are set by default to Open and Normal, accordingly. However, you can change your preferred status and priority.
   

   
   
   

6. After filling the required fields, click the Create button.

How to View and Edit Call Activity

To view and edit call activity from ticket’s activity tab,

1. Select the Preview icon or click the row.
   
   
   
   
   
   
   
   

To view and edit call activity from activity module, follow the given steps:

1. Go to the Activities module.

2. Select an activity ID on the grid or select the Preview option from the More menu.
   

   
   
   

How to Delete Call Activity

Call activity can be deleted either from the activity detail page or from the ticket activity’s tab as illustrated in the following images,
Click the Delete option from the activity detail page.

(or)
Choose the Delete option from the ticket’s activity tab.

Schedule a Call Using Activities in BoldDesk

Agents can easily schedule and track client meetings using Call Activities in BoldDesk. This is especially useful when a client requests a follow-up discussion or meeting with the assigned agent. Follow the steps below:

1. Go to Activities or open a ticket → Activities tab → Create Activity
2. Change the activity type from Task to Call
3. Fill in the required details:
   • Start Time & End Time
   • Time Zone
   • Assignee / Collaborators
4. Assign the activity to the person responsible for scheduling or attending the call
5. The assignee schedules the meeting using Outlook/Teams Calendar
6. Share the meeting/invite link in the ticket for visibility.
7. Click Save, the call is now scheduled and appears in the Activities list

Frequently Asked Questions

1. Is the Call Activity feature available on all plans?
   No. Call Activities are available only on the Enterprise plan.

2. Where can agents create a Call Activity?
   Agents can create a Call Activity from the Activities module or from a ticket’s Activities tab using Create Activity.

3. Why do Ticket and Contact fields sometimes auto-fill?
   When a Call Activity is created from a ticket details page, BoldDesk auto-fills Ticket and Contact (requester). When created from the Activities module, those fields can be empty until selected.

4. What are the default Status and Priority for a Call Activity?
   Status defaults to Open and Priority defaults to Normal. Both can be changed.

5. Who can delete a Call Activity?
   Only the user who created the Call Activity can delete it.

6. Where can a user delete a Call Activity?
   A user can delete from the activity detail page or from the ticket’s Activities tab (when the Call Activity is visible there).

7. How do teams keep call details visible on the ticket?
   Create the Call Activity from the ticket’s Activities tab and share any meeting link/invite details in the ticket conversation for visibility.

Related Articles

1. How to Create, View, Edit, and Delete Task Activity
2. How to Unlink an Activity from a Ticket