Purpose:  This article provides instructions for adding and customizing activities to streamline your workflow. You'll learn how to configure activity settings, create custom fields, manage activity fields, organize the layout, and set up notifications. Properly logged activities will help your team to collect essential information and communicate it effectively

TABLE OF CONTENTS

• Add an Activity
• Activity Settings 
  • Custom Field
  • Activity Field 
  • Ordering the Activity Settings
• Notifications 

Add an Activity

1. Navigate to Platform from the top menu bar

2. Select  Activities tab

3. Click New Activity

4. Add the Activity Name

5. Click Save

Activity Settings 

The Activity Settings section allows you to add and remove fields for your Team Members to reference or complete each time they log a specific activity.

Custom Field

The available custom fields are based on the setup of your company's account. 

1. Select the Custom Object from Choose Object

2. Select the Custom Field from Choose Field

3. Optional - Change the Activity Display Name. This will allow you to change the name of the field on the activity 

4. If a Team Member is required to complete the field to save the activity, update the Field is Required toggle

5. Click Save

Hint:  If you want to provide reference details for your team members while logging activities, you can add Custom Fields which have data already. The data will pre-populate in the activity.

Activity Field 

Activity Fields are set up for specific activities. These fields will be read-only once logged and will show on the timeline. Information added to Activity Fields is not available when creating contact groups or automations.

To create a new Activity Field follow these steps:

1. Add the Field Name

2. Specify whether the "Field is Required" option should be enabled for the activity and saved 

3. Under Choose Field Type, select the format you would like to utilize

4. Click Save

Ordering the Activity Settings

1. Use the six dots to re-order the fields in the Activity

2. Use the right arrow to extend the size of the field

3. Use the "... " to Edit the Field, Hide the Field, Make Required, or Delete

4. Change the Activity Display Name

Notifications 

You can notify team members via email or text each time the activity is logged.

Related Articles:

• Editing an Existing Activity
  
• How do I schedule an Activity?
• Complete an Activity
• Delete an Activity