Set up activities

Learn how to manage meetings, calls and other sales and project-related activities in Taimer.

Content

• Add activities in Taimer

• Add activities from top

• Add activities from the account card

• Add activities from the project card

• Add activities from the Taimer chat

Description

Activities are reminders that can be set up to follow up on scheduled meetings, calls, emails, etc. Activities can also be a log of events that have occurred for a given account or project. It is also a tracking medium for project owners to follow up on sales activities, set due dates and monitor progress.

You can get an overview of all your activities in the topmost section of your Taimer dashboard.

Adding an activity

When creating a new activity remember to update the following details:

• Choose the type of activity- note, email, call, etc.

• Add a description

• Choose the date for the reminder (optional)

• Select the account/project

• Add the contact person 

• Choose the user or the activity owner

Adding an activity from the header

1. Navigate to the right corner on the top

2. Click on + - icon

3. Click on Activity

4. Choose the relevant activity and update the details

5. Click on save

Adding an activity from the account card

1. Navigate to Accounts on the sidebar

2. Click on an account or the more options icon (...) to open the account

3. This will take you to the account card for the selected account

4. Navigate to Details and select Activities
   

5. To add a new activity, Click + - icon 
   

6. Fill in all details to opening slider

7. Save

Adding an activity from the Project card

1. Navigate to a Project from the Projects page/Pipelines

2. Click on the project
   → This will take you to the project card 

3. Navigate to Home and select Activities from the list

   

4. Click green the + icon
   

5. Update details

6. Save

Adding an activity directly from Taimer Chat

1. Navigate to Taimer Chat in the header next to your profile
   
   

2. Go to Projects

3. Choose the discussion/project for which the activity needs to be created.

4. Click on the ellipses symbol (...) next to a message

5. Click on Activity

6. Update the details to create a new activity

7. Save