Activity Feed

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Overview

When an activity is logged in Katala it is by default, visible :

  1. to all users.
  2. is displayed on the home feed.
  3. is displayed on the main activities page.

The visibility options can be changed within the activity, allowing you to specifiy:

  1. who sees the activity.
  2. which additional activity feeds the activity is displayed on.
  3. whether the activity is to be hidden from the home feed.

Main Activities’ Page

All activities are displayed on the activity page.

Home Feed

To hide the activity from the home feed make sure to de-select [ ] Display on the Home Feed.

Activity will be displayed in the homescreen activity feed.
Activity will not be displayed in the homescreen activity feed.

User Visibility

By default the padlock is ‘open’ in an activity meaning the activity is visible to all.

Activity is visible to all

When the padlock is ‘closed’ only those who are members of the select team/s will have visibility of the activity.

To restrict the activity’s visibility:

  1. View the activity in the sidebar.
  2. Click on the open padlock.
  3. Select a team/s from the displayed list.
  4. The padlock is ‘closed’.
  5. Save the changes.
Activity is visible to selected team/s.

Additional Activity Feeds

The shared options in the activity determine which additional activity feeds the activity is displayed on. All you have to do is ensure that the relevant name has been added to the shared field.

Contact Page

To display an activity on the contact’s page ensure that the contact’s name is displayed in the shared organisation field.

  1. Add the contact’s name to the attendee/recipient field.
    • The contact’s name is automatically added to the shared contacts field.
Contact’s name in the shared field.
Organisation Page

To display an activity on the organisation’s page ensure that the organisation’s name is displayed in the shared organisation field.

  1. Add the organisation’s name to the shared organisation field.
Organisation’s name in the shared field.

OR

  1. Add the contact’s name to the attendee/recipient field.
    • The contact’s organisation is automatically added to the shared organisations field.
    • The contact’s name is automatically added to the shared contacts field.
Contact and Organisation names in the shared fields.
Project Page

To display an activity on the project’s page ensure that the project’s name is displayed in the shared project field.

  1. Add the project’s name to the shared projects field.
    • The activity is automatically displayed on the associated program feed.
Project’s name in the shared field.
Program Page

To display an activity on the program’s page ensure that the project’s name is displayed in the shared project field.

  1. Add the project’s name to the shared projects field.
    • The activity is automatically displayed on the associated program feed.
Project’s name in the shared field.

For more details on activities see our User Guides.

Try our in-app user guides for faster onboarding.

Launching User Guide
  1. Click your user icon.
  2. In the side pane, click User Guides.
  3. Select a topic.
  4. Become a Jedi Master.