Starting an activity

No special access is needed to create an activity. After creating the activity, click Activity actions to edit the activity, create a copy of the activity, or use the activity to create a template.

About this task

Activities can be created from scratch or from a template. When you start an activity from a template, your new activity is created with the information saved from the template. For example, if the template contains a set of steps, contacts, and resources, your new activity is populated with the same set of steps, contacts, and resources.

Procedure

  1. Navigate to the activities view and click Start an Activity.

    If you are using the stand-alone application, click Apps > Activities to get to the activities view. If you are starting an activity within a community, you must add the activities widget before you can start an activity. To add the activities widget, click Community Actions > Add Apps and select Activities.

  2. Optional: To create an activity from a template, click Pick an Activity Template and select a template. If you want to seed the member list with the members defined in the template, also select Use members from template.
  3. Enter activity details. These can be changed later by editing the activity.
    • The Name is displayed in the subject of the notification sent to added members. If you do not provide a name, the activity is given the name Untitled.
    • Separate multiple tags with commas. After the activity is saved, new tags are added to the tag collection.
    • When adding members, first select the member type, then the member's role, then enter the name of the person, community, or group to add as a member. An owner can add content, view and edit all entries, and manage the membership of the activity. An author can add and view content and edit their own entries. A reader can only view content.
    • Make sure that the activity goal provides enough information help members distinguish among activities with similar names. The goal is searchable and is displayed in the notification message that members receive when they are invited to join the activity.

Results

After the activity is created, the server sends an email message or a notification to the Updates tab of the Home page feature to notify the people that you added as members about the activity.

What to do next

You can add content to the activity by creating entries or to-do items or organize the activity with sections. Save this activity as a template for future use or make it easier to find by flagging it as high priority.