Activities

Overview

Activities are records where the interactions with contacts, organisations, projects and programs are recorded. They allow you to:

• Keep track of costs and time spent
• Log outcomes and see the impact they have
• Link a prior activity
• Add follow-up tasks and schedule actions to be completed at a later date

For more details on activities see our User Guides.

Activity Types

There are a range of activity types available to select from, and the fields available in the activity depend on the activity type selected.

Activity Summary Card

Activities are displayed as summary cards in the Activity Feed.

Key to Activity Icons

Symbol	Description
	Colour-coded activity type
	Add activity type
Summary	Activity title
	Date and time of activity
	Location / Platform / Meeting Link
	Description of activity
	Status of activity
	Added tags
	No. of Attendees/Recipients
	Add Attendees/Recipients/Collaborators
	No. of shares – the activity is displayed on these additional activity feeds
	No. of follow-up tasks
	No. of comments
	Activity collaborators
	Who the activity was created by
Visual Representation of Outcomes	– Linked (#): Number of associated Strategic Aims this activity has impacted – Not Linked (#): Number of associated Strategic Aims which are unchanged by this activity
	No. of activity outcomes
Outcomes Category Score	Outcomes Strategic Aims this activity has impacted Statement for each strategic aim selected
	There is no prior activity linked to this activity
	There is a prior activity linked to this activity
	Reactions to the Activity
	Add a reaction
	This activity is visible to all users (default)
	This activity is only visible to the selected team/s, collaborators and creator
	Activity has not been pinned
	Activity is pinned to the top of the feed
	Total time spent on this activity
	Log time spent against this activity
	Total costs added to this activity
	Add costs to this activity
	Linked resources
	Save activity (enabled)
	Save activity (disabled)
	Menu
	Delete
	This activity will be displayed on the homescreen activity feed (default)
	This activity will not be displayed on the homescreen activity feed

Log New Activity

There are two ways to log an activity:

1. Activity Summary Card
2. Activity Sidebar

For more details on how to log a new activity see our User Guides.

Edit Existing Activity

To edit an activity:

1. Click on the activity in the activity feed.
2. The activity is displayed in the sidebar.
3. Make the required changes and click on .
4. The updated activity is saved.

Delete Existing Activity

To delete an activity:

1. Click on the activity in the activity feed.
2. The activity is displayed in the sidebar.
3. Click on .
4. The menu is displayed.
5. Click on .
6. Confirm delete by clicking on
7. The Activity is deleted.