Key Activities in Nexl allows you to plan, track, and collaborate on client engagement work such as Business Development, Marketing and Lead activities. It supports both past and future activities, allows teams to organize Activities into Activity Lists, visualize them in the Calendar View, and collaborate through comments and mentions.
Together, this gives teams a shared, structured way to plan, coordinate, and manage their client engagement activities in one place.
1. View and Creating Key Activities on a Contact
You can view Key Activities associated to a contact on the Contact Activity feed by filtering by Key Activities. You can also log and view key activities scheduled for future dates—not just those already completed.
This allows forward planning for upcoming business development or marketing events.
How to Log an Activity
Navigate to the contact's Activity Feed.
Click Log Activity.
Enter details including:
Activity
Type (Business Development, Lead, Marketing)
Description
Staff Involved
Date and Time & End Date and Time — including future dates
Click Save.
If the activity is created in a past time it will show under Past Activities. If it's created in the future, once saved, the activity will appear under Upcoming. When completed, it automatically moves to Past Activities.
You can also edit activity details at any time (e.g., change the date or description).
Filter Options
Use the filter menu to quickly switch between:
All Time
Upcoming
Past
This gives you full control to focus on what’s next or review completed work.
2. Calendar View for Key Activities
The Nexl Calendar provides a comprehensive, all-in-one view of your External Meetings, Tasks, and Key Activities — making it a powerful planning and project management tool for lawyers and BD teams.
You can now:
See all key activities, tasks, and external meetings in one calendar.
Filter what you see — toggle on or off any of these categories for a clearer focus.
For example, you can hide external meetings to only view internal BD activities, or show tasks and key activities together to manage workloads.
This helps teams:
Plan ahead — visualize upcoming marketing and BD activities as part of quarterly or annual business plans.
Reflect back — review previously completed activities to analyze progress and engagement.
Manage efficiently — track what’s happening, who’s involved, and when.
NOTE: If an upcoming meeting is converted to a key activity and then the meeting is rescheduled, at this time, the converted key activity time will not be automatically updated to the rescheduled time
Flexible Calendar Views
You can switch seamlessly between different calendar layouts, depending on how you prefer to visualize your activities:
Month View – See a high-level overview of all activities across the month.
Work Week View – Focus on your working days for a more concise view.
Week View – Include weekends for conferences or extended sessions.
Day View – See detailed daily activity breakdowns.
Agenda View – View your list of meetings, tasks, and key activities in chronological order.
This flexibility allows you to adjust how you review and plan your schedule — from top-level summaries to granular daily planning.
Interactive Sliders for Activities and Tasks
Clicking on any activity or task now opens a slider panel on the side of your screen.
From here, you can easily view:
Participants (staff and contacts involved)
Notes or descriptions
Key details such as time, type, and related company or matter
This improvement provides a smoother, more visual way to navigate and manage your BD and marketing workloads.
Visual and Functional Enhancements
Color-coded calendar items make it easy to distinguish between activity types.
Filters help you focus on what matters most at a given time.
No date restrictions — you can freely move backward or forward in time to review past efforts or plan upcoming initiatives.
These updates make the Nexl Calendar a central hub for business development tracking, planning, and execution.
3. Activity Lists
The Activity List feature lets you organize related activities in a workspace—ideal for:
Conferences or business trips
Marketing campaigns
Quarterly business plans
Sector or client-specific initiatives
Creating an Activity List
Go to your Workspace.
Click Create New Activity List.
Name your list (e.g., IBA 2024 Activity Planning).
Add individual activities, defining start and end times, description, and staff involved.
You can also:
Hide or show columns (e.g., Contact Involvement) for a cleaner view.
Add activities directly from your Calendar View or Contact Page.
Use the Timeline View to visualize scheduling overlaps or activity density by day or week.
Timeline View
The Timeline View offers a visual representation of your meetings and activities across days or weeks—perfect for events, trips, or busy BD periods.
Use it to:
Identify scheduling conflicts
Adjust meeting times
See who’s involved at a glance
Get a full overview of BD and marketing plans
4. Restricted Activity View by User Role
Administrators can now set restricted visibility for specific user roles.
Users with restricted access cannot view meeting or email participants unless they’re part of the activity.
They can still view custom key activities relevant to them.
Admins always have full visibility across all activities.
This ensures confidentiality while maintaining collaboration efficiency. To manage the permission, go to User Management -> Roles -> Check or uncheck the role for View Contact Activities
5. Enhanced Bulk Actions
You can now perform bulk actions on contacts to log activities, with improved flexibility and visibility.
Steps to Bulk Log a New Activity
Select the contacts.
Click Log New Activity.
Fill in the required fields:
Date and Time
End Date and Time
Type
Activity Description
Staff Involved
Notes
Click Save.
Bulk activities are instantly created for all selected contacts.
6. Key Activities on the Nexl Mobile App
On the Nexl Mobile App, the Dashboard shows:
Key Activities logged for the current day
Tasks due today
This ensures users can view Key Activities for the day even when on the move.
7. Key Activities Dashboard
You can view all Key Activities by going to Key Activities under Pipeline. We’ve introduced several updates to make managing Key Activities more efficient and data-driven:
Large List View (removed 10,000-row limit)
Added columns for:
Company Involved
Created At
Created By
Improved filters for easier segmentation and reporting
8. Comments and Mentions in Key Activities
You can now collaborate directly within Key Activities using comments and @mentions.
How to Use
Click Add a Comment under a Key Activity.
Use @mention to tag team members.
Edit or delete comments anytime — with clear edit/delete indicators.
Notification Rules
Notifications are sent to the creator, mentioned users, and previous commenters.
Email notifications are batched hourly to reduce inbox clutter.
9. Key Activities via the API
You can create Key Activities in bulk using our CreateKeyActivities API endpoint allowing seamless integrations with tools such as Concep or HubSpot