Help CenterPurpose
This article explains how to create an Activity, enabling users to manage operational follow-ups, meetings, and notes across modules.
Activities centralize tasks, appointments, and notes in a unified structure, ensuring visibility, accountability, and workflow continuity.
Overview
The Activity feature provides a consolidated operational layer where users can:
- Create Tasks
- Schedule Appointments
- Record Notes
- Assign Owners
- Track Status and Priority
- Share information with relevant users
All activities are visible in the My Activities panel, supporting time-based and status-based filtering.
Access Path
Home → My Activities
Steps to Create an Activity
Step 1 – Open the Add Activity Panel
Click Add Activity from the My Activities panel.
Select the appropriate activity type:
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Task
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Appointment
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Note
Each type contains specific fields based on its purpose.
Step 2 – Create a Task
Tasks are used for follow-ups, internal actions, or deliverables.
Complete the following fields:
| Field | Description |
| Title (required) | Short, descriptive name of the task |
| Description | Detailed explanation of the required action. |
| Type | Select classification (e.g., Follow Up). |
| Dates | Define start and end date/time. |
| Status | Not Started, In Progress, etc. |
| Priority | Low, Medium, High. |
| Owners | Assign responsible user(s).Owners |
| Shared With | Grant visibility to additional users |
💡 Tip: Use clear, action-oriented titles (e.g., “Review Contract Draft” instead of “Contract”).
⚠️ Important: Always assign at least one Owner to ensure accountability.
Click Save to create the task.
Step 3 – Create an Appointment
Appointments are used for meetings or scheduled events.
Complete the following fields:
| Field | Description |
| Title (required) | Meeting or event name |
| Description (required) | Purpose or agenda |
| Dates | Select date and time range |
| All Day | Enable if the event spans the full day |
| Location (required) | Physical or virtual meeting location |
| Attendees | Add participants |
| Owners | Responsible organizer |
| Shared With | Additional visibility control |
💡 Tip: Include clear agendas in the Description field to improve meeting efficiency.
Click Save to confirm the appointment.
Step 4 – Create a Note
Notes are used for informal documentation or quick record-keeping.
Complete:
| Field | Description |
| Title (required) | Short identifier for the note |
| Description | Main content |
| Owners | Responsible user |
| Shared With | Optional sharing |
💡 Tip: Use Notes to capture decisions or contextual information linked to ongoing work.
Click Save.
Step 5 – Save or Save and New
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Click Save to finalize the activity.
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Click Save and New to immediately create another activity.
Once saved:
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The activity appears in the My Activities panel.
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It can be filtered by Today, Current Week, or Current Month.
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Status and priority indicators are displayed automatically.
Best Practices
💡 Recommendations for operational clarity:
- Use consistent naming conventions.
- Update status regularly to reflect real progress.
- Assign clear ownership for every activity.
- Avoid over-sharing sensitive notes.
- Set realistic deadlines.
Common Errors
| Issue | Description |
| Missing Required Fields | Ensure all mandatory fields are completed |
| No Assigned Owner | Tasks without ownership may remain unresolved |
| Incorrect Dates | Verify start and end times before saving |
| Overlapping Appointments | Confirm availability before scheduling meetings |
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