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How can I assign teams to an activity?

You assign teams to an activity from Activity Types so only selected teams can log that activity.

Written by Marius Ekerholt

Role
Company Admin
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Plan
All plans
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Prerequisites / who this applies to

  • You are logged in as a Company Admin

  • Activity Types and Activities are already created

Step 1 – Open Activity Types

  1. At the bottom left, click Manage.

  2. Under Company, click Activity Types.

Step 2 – Choose activity type and activity

  1. On the left side, click the activity type you want (for example Sales).

  2. In the middle list, click the activity you want to edit (for example Car insurance sold).

Step 3 – Assign teams to the activity

  1. On the right side, open the Logger settings tab.

  2. Find Assigned to teams.

  3. Click the dropdown to open the team list.

  4. Choose who can report this activity:

    • Select All teams, or

    • Select specific teams only (for example Berlin, London, New York).

  5. Click Save changes in the top-right corner.

What happens next

  • Only the selected teams will see this activity when they log reports.

  • If you later add new teams, you can return here and add them to the activity.

What if this doesn’t work?

  • The activity doesn’t show when a user tries to log a report
    Check that their team is included under Assigned to teams, and that they’re logging under the correct activity type.
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  • I can’t edit Assigned to teams
    Make sure you’re logged in as a Company Admin. Other roles may be able to view but not change activity settings.
    ​

  • A team sees activities they shouldn’t log
    Open the activity, go to Logger settings → Assigned to teams, and remove that team from the list, then save.
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  • New teams don’t see the activity
    New teams are not added automatically. Edit the activity and add the new teams under Assigned to teams, then save.

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