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How do I create or edit an activity?

Create activities so users can log the right things (sales, calls, meetings) under each Activity Type – and edit them later if something changes.

Written by Amir Habibi

Role
Company Admin or any admin who can edit Activity Types

Plan
All plans

Prerequisites / who this applies to

  • You can access Manage → Activity Types

  • Relevant Activity Types already exist (Sales, Calls, Meetings etc.)

Step‑by‑step instructions

Step 1 – Open Activity Types

  1. Click Manage in the bottom‑left corner.

  2. Under Company, click Activity Types.

Step 2 – Choose the Activity Type

  1. On the left side, select the Activity Type you want to work with
    (for example Sales, Calls, Meetings).

Create a new activity

  1. In the middle column (Activities list), click + New activity (or similar button).

  2. Enter a clear Name for the activity (for example New policy sold, Outbound call, Meeting booked).

  3. In the Fields / configuration area on the right, choose which fields this activity should use:

    • Number fields (for example Quantity, Value)

    • Text fields (for example Customer)

    • Date and dropdown fields as needed

  4. (Optional) Open the Logger settings tab to:

    • Limit which teams can log this activity

    • Turn on Quick add if you want it under the New → Quick Add menu

  5. Click Save / Create activity.

The new activity is now available when users log reports under that Activity Type.

Edit an existing activity

  1. In the middle list, click the activity you want to edit.

  2. On the right, update what you need:

    • Name, color/icon

    • Enabled fields (Quantity, Value, Customer, etc.)

    • Logger settings like Assigned to teams and Quick add

  3. Click Save changes.

Changes apply immediately the next time users log that activity.

What happens next

  • Users will see the new or updated activity in the report form and can start logging against it.

  • Data logged on that activity flows into widgets, targets, competitions, metrics and reports that use the same Activity Type.

  • If you change fields (for example add/remove Value), future reports will follow the new setup; historical data stays as is.

What if this doesn’t work?

I don’t see “Activity Types” under Manage
You need Company Admin (or similar admin) access. Ask an admin to update your role or create/edit the activity for you.

Users can’t find the new activity when logging
Check that:

  • The activity is created under the correct Activity Type, and

  • Their team is allowed under Logger settings → Assigned to teams / Activities in team.

Some fields I need (like Value or Customer) don’t appear in the report form
Open the activity again, go to the Fields area and enable those fields. Only active fields show up when users log reports.

I renamed an activity and dashboards look strange
Renaming doesn’t change the data, but widgets/competitions might use a metric or filter tied to the old naming. Double‑check which Activity / metric those objects use and adjust if needed.

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