Activities are used to track account or project related meetings, phone calls, emails, etc. Activities can be created in advance as reminders for upcoming tasks or afterward as a log of events. For example, activities can help project managers monitor sales activities, set deadlines, and track progress.
Permissions: Accounts/Projects > Activities
PSA plans: All
Adding an activity
Start adding activities from one of the following places in the program:
-
top navigation bar > Add new
-
account, project or person card > Activities tab
- project kanban view
-
team chat > project conversation's message
When creating a new activity, remember to update the following details:
- Set an activity date (in past or upcoming)
- Choose the type of activity- note, email, call, etc.
- Add a description
- Set a due date, if activity is in future (optional)
- Select the account/project
- Choose the user or the activity owner
- Add the contact person
Viewing activities
Notifications for new or due activities can be set to appear within the system or sent via email.
You can get an overview of all your activities from the Activities section on the Front page. Activities can also be viewed in BI reports on the Front page, in New reports or from project, customer, user and contact person cards.