# Grids
##  **Grids** Screen
The **Grid Screen** is designed for seamless navigation, allowing users to quickly find and interact with their Salesforce data. With tools like **Search Object, Grid Sidebar, Grid Selection Dropdown, Notes, and Activities**, users can effortlessly locate records, switch between grids, log important details, track interactions, and access key actions without leaving the main screen. This section covers everything you need to efficiently explore, and navigate your grid.
Grids Screen
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##  **Search Object**
The **Search Object** bar allows you to quickly locate and switch between different object grids within the **Grid Screen**. Simply enter the name of an object, and a list of available grids associated with that object will appear.
* Hover over any search result to view its available grids.
* Click on a grid name to open it in the **Grid Screen**.
Search Object
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##  **Grid Selection Dropdown**
The **Grid Selection Drop-down** displays the name of the currently open grid and allows you to switch between grids within the same object.
When clicked, it expands to show a categorized list of available grids for the selected object:
* **My Grids** – Grids you created.
* **Salesforce Views** – Standard Salesforce object grids.
* **Report Grids** – Grids based on Salesforce reports.
* **Global Grids** – Grids globally shared with you.
For example, if you are viewing the **USA Lead Grid** for the **Lead** object and want to switch to another **Lead** grid, simply select it from the drop-down.
Grid Selection Dropdown
### **Mark a Grid as Favorite**
Click the **Star** ⭐ icon next to a grid name to mark it as a **Favorite Grid**.\
All favorite grids will be available under the **Favorite Grids** menu in the **Grid Sidebar** for quick access.
Mark a grid as a favourite
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##  **Grid Sidebar**
The **Grid Sidebar** provides quick access to your frequently used grids, categorized as:
* **Favorite Grids** – Grids you have marked as favorites.
* **Recent Grids** – Grids you have accessed recently.
* **Global Grids** – Grids that have been shared with you.
To access the sidebar, click the **Open Sidebar** button on the Grid Screen. The sidebar will display the categorized grids for easy selection.
Open Grid Sidebar
### **Opening a Grid**
* Click any grid name to open it in the current tab.
* Click the **Open Grid in New Tab** button next to a grid name to open it in a separate tab.
Open a grid using Grid Sidebar
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## **Grid Object Bar**
The **Object Bar** allows users to quickly access recently used objects directly from the Grid Screen.
* The **Grid Selection Drop-down** updates based on the object selected in the **Object Bar**.
* Selecting a new object updates the drop-down to show the relevant grids associated with that object.
For example, if you select the **Accounts** object in the **Object Bar**, the **Grid Selection Drop-down** will display all available **Account grids**, such as **Main Accounts**.
Grid Object Bar
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##  **Notes**
The **Notes Board** provides a dedicated space for users to capture important notes and reminders. Functioning like a notepad or clipboard, it allows users to quickly jot down, organize, and manage information. Accessible from multiple locations, it ensures easy access whenever needed.
**Using the Notes Board:**
1. Click on the **Notes Board** icon to open it.
2. Write down notes and press **Enter** to save them.
3. Use the **Duplicate** icon to make a copy or the **Delete** icon to remove a note.
Add Notes
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##  **Activities**
The **Activities** section in Wave enables users to manage **Salesforce tasks and events** seamlessly. This feature allows users to view, edit, and create tasks and events directly from Wave, improving productivity and organization.
### **Accessing Activities**
The **Activities** button is located on the right side of the **Grid** screen, next to the **Notes** button. Users can choose to display or hide this button based on their preference. By default, it is **hidden**, but it can be enabled in **Settings**:
1. Navigate to **Settings > Advanced tab**.
2. Check the **Show Activities** checkbox.
3. The **Activities** button will now appear on the Grid screen.
Accessing Activities
### **Using the Activities Screen**
Clicking the **Activities** button opens the **Activities pop-up**, where users can:
* View a **list of all tasks and events**.
* Expand and review the **details of any activity**.
* Edit existing tasks or events.
* Create **new tasks or events**.
#### **Editing an Activity**
1. Click on an activity to open its details.
2. Modify the required fields.
3. Click **Save Task** to apply the changes.
Activities Screen
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### **Creating a Task**
1. Select **Task** and click the **+ icon.**
2. In the **New Task pop-up**, fill in the required details:
* **Status:** Select from the **Status** dropdown.
* **Subject:** Choose a subject from the **Subject** dropdown.
* **Priority:** Set the priority (**Low, Normal, or High**).
* **Due Date:** Select a date from the calendar.
* **Description:** Enter task details in the text area.
3. Additional fields such as **Related To, Assigned To, and Activity Currency** can also be filled.
4. (Optional) Use the **Notes Board** to insert pre-written notes into the task description.
5. Click **Save Task**. The task will be created and added to Salesforce.
New Task
### **Creating an Event**
The event creation process is similar to a task but includes additional event-specific fields:
1. Select **Event** and click the **+ icon.**
2. Fill in the following details:
* **Subject:** Select an event subject from the dropdown.
* **Time & Date:** Use the **Clock & Calendar** to specify the event's time.
* **Show Time As:** Choose how the event appears (**Busy, Out of Office, or Free**).
* **Location:** Enter the event location.
* **All-Day Event:** Check the **All-Day Event** checkbox if applicable.
* **Private Event:** Check the **Private** checkbox to restrict visibility.
3. Click **Save Event** to finalize.
New Event
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### **Using Notes Board in Activities**
If you've added **notes in the Notes Board** from the **Grid screen**, you can reuse them in **tasks and events**:
1. Click **Notes Board** in the task/event description field.
2. Select a note to paste it directly into the text body.
📌 **Tip:** If you frequently use the same text in multiple tasks or events, save it in the **Notes Board** and insert it with one click.
