Record any activities or interactions between organizations to track collaborative work. They can be activities such as phone calls, emails, meetings, etc.
Required Access:
You will need the Organization Administrator or Administrator access level.
Where to go:
- Go to Admin > Member Management
- Select Organization Manager
Steps to be taken:
- Find the Organization Name where you want to enter a request.
- Under the Actions column, click on the View icon.
- Click on the Activities tab.
- Click on the plus icon to add a new activity.
- Enter the Date of when the activity occurred.
- For Type, select the option for the type of activity such as Phone, Email, Interview, Meeting, Notes, etc.
- For Description, enter details about the activity or interaction. This can outline the details, purpose, and scope of a particular task, project, or initiative within the organization. It helps to clarify what the activity entails, why it’s being undertaken, and what goals it aims to achieve.
- For Due, set a due date if needed.
- Set a Status for your activity such as Completed, In Progress, Scheduled, etc. The status refers to the current progress or state of a specific task, project, or initiative within the organization.
- Designate a Priority such as Low, Medium or High. This will determine the level of importance assigned to specific tasks, projects, or initiatives. .
- Enter any Comments to add any additional notes.
- Click Save.
