Activities are used to track 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. 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, or from project and customer cards.
Permissions: Activities
PSA plans: All
Adding an activity
When creating a new activity, remember to update the following details:
- Set an activity date (in past or upcoming)
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Choose the type of activity- note, email, call, etc.
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Add a description
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Set a due date, if activity is in future (optional)
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Select the account/project
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Choose the user or the activity owner
- Add the contact person
Adding an activity from the header
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Navigate to the right corner on the top
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Click on + - icon
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Click on Activity
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Choose the relevant activity, update the details and save.
Adding an activity from the account card
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Navigate to Accounts on the sidebar
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Click on an account or the more options icon (...) to open the account
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Navigate to Details and select Activities
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To add a new activity, Click + - icon. Fill in the information and save.
Adding an activity from the Project card
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Navigate to a Project from the Projects page/Pipelines
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Navigate to Home and select Activities from the list.
- Click + icon, add details and save.
Adding an activity directly from Team Chat
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Navigate to Heeros PSA Chat in the header next to your profile
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Go to Projects
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Choose the discussion/project for which the activity needs to be created.
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Click on the ellipses symbol (...) next to a message
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Click on Activity
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Update the details to create a new activity and save.