Activities

Activities can be created to track accomplishments on a personal level. Activities created in the Association database can be added to the individuals profile for future reference.

To create an Activity:

• Click Activities from the People menu
• Click New in the top right corner of the screen
• Enter a name for this Activity
• Select the person to whom this Activity is assigned
• Select an Activity Type
• Enter a date/time
• Enter any notes
• Save

Once you have created and assigned an activity, you can come back and search for it later. Your available actions for Incomplete Activities:

• Complete this Activity
• View this Activity
• Export this Activity to Outlook
• Edit this Activity
• Delete this Activity

Completed Activities can be:

• Viewed
• Edited
• Deleted