Skip to main content

How do I create or edit an activity?

Create or edit activities under an Activity Type from Manage → Activity Types. Add the activity, choose an icon and name, then configure Notifications, Logger settings, Textual presentation and Advanced options. Requires Company Admin access.

Written by Amir Habibi

Role

Company Admin, or any admin who can edit Activity Types.

Plan

Available on all plans.

Prerequisites

Before you start, make sure:

  • You can access Manage → Activity Types

An activity always belongs to an Activity Type (for example Meetings), and represents the specific things users log within that type – for example 1st meeting, 2nd meeting, inbound meeting or outbound meeting.

If the relevant Activity Type does not exist yet, start with "How can I create a new activity type?". Once the activity type and activity exist, create a metric to display and measure the data across SalesScreen – in the feed, on screens, dashboards, competitions and more. See "How do I create a metric?"

Step-by-step: Create or edit an activity

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, or Meetings.

Step 3 – Create a new activity

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

  2. Click Select Image to choose an icon for the activity.

  3. Enter a clear Name for the activity, for example New policy sold, Outbound call, Meeting booked, or Reached out to prospect.

  4. Click Add to create the activity.

The activity now appears in the Activities list and can be configured further using the tabs on the right.

Step 4 – Configure Notifications

  1. Open the Notifications tab.

  2. Decide whether Show popup on screen should be on.

    • Show popup on screen is on by default. If this is a frequent activity that you do not want to highlight (for example a call), turn it off so the screens do not get too noisy.

    • If this is an important activity you want to highlight (for example a meeting booked), keep it on.

  3. (Optional) Turn on Sound if you want a celebration soundtrack to play when a report with this activity is added and its value is higher than a set number.

  4. (Optional) Set the Suggested duration, the number of seconds the celebration soundtrack plays on the screens.

    • We recommend at least 10–15 seconds, so the celebration video and song have time to play fully. Shorter durations can feel too abrupt.

Step 5 – Configure Logger settings

  1. Open the Logger settings tab.

  2. Turn on the fields this activity should use, such as Value, Quantity, or other fields as needed.

  3. (Optional) Limit which teams can log this activity.

  4. (Optional) Turn on Quick add if you want it under the New → Quick Add menu.

Step 6 – Configure Textual presentation

  1. Open the Textual presentation tab.

  2. Highlight the information you want shown in the feed and/or on the screen.

  3. Consider using emojis to gamify the full experience and make the feed and screens more engaging.

Step 7 – Save

  1. 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 across the tabs:

    • Name, icon

    • Notifications (Show popup on screen, Sound, Suggested duration)

    • Logger settings (enabled fields, Assigned to teams, Quick add)

    • Textual presentation (feed and screen text, emojis)

  3. Click Save changes.

Changes apply immediately the next time users log that activity.

Disable or delete an activity (Advanced)

Open the Advanced tab to disable or delete an activity.

  • Disable the activity if you may use it again in the future, or if you want to keep tracking the existing data for it. Disabling hides the activity without removing its data.

  • Delete the activity if you no longer need it or its reports. Deleting removes the activity and its data.

If you are unsure, disable rather than delete, so you keep the historical data.

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 or 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

  • Their team is allowed under Logger settings → Assigned to teams

Some fields I need (like Value or Customer) don’t appear in the report form

Open the activity again, go to Logger settings, and enable those fields. Only active fields show up when users log reports.

The screen gets too noisy with popups

Open the activity’s Notifications tab and turn off Show popup on screen for frequent activities like calls. Keep it on only for activities you want to highlight.

The celebration soundtrack feels too short

Increase the Suggested duration in the Notifications tab to at least 10–15 seconds, so the celebration plays fully.

I renamed an activity and dashboards look strange

Renaming does not change the data, but widgets or competitions might use a metric or filter tied to the old naming. Check which activity or metric those objects use, and adjust if needed.

Related articles

Did this answer your question?