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.
** New update activities are displayed in the Updates sidebar.
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:
- Activity Summary Card
- Activity Sidebar
For more details on how to log a new activity see our User Guides.
Edit Existing Activity
To edit an activity:
- Click on the activity in the activity feed.
- The activity is displayed in the sidebar.
- Make the required changes and click on
.
- The updated activity is saved.
Delete Existing Activity
To delete an activity:
- Click on the activity in the activity feed.
- The activity is displayed in the sidebar.
- Click on
.
- The menu is displayed.
- Click on
.
- Confirm delete by clicking on
- The Activity is deleted.