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How can I assign activities to a team?

You decide which activities a team can manually report by assigning activities to that team (or assigning teams to the activity).

Written by Marie Conza

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

  • Activities and Activity Types are already created

  • Users belong to the correct teams in Organization

Option 1 – Assign activities from the team (Organization page)

  1. Open the team

    • Click Manage bottom‑left.

    • Under Company, click Organization.


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    • Go to the Teams tab and select the team you want.

  2. Choose which activities the team can log

    • Open the Logger settings tab.

    • Under Available activities, find the activities the team should be able to report.

    • Click the plus (+) icon next to an activity to move it to Activities in team.

    • Repeat for all activities the team should use.

The selected activities are now available when users in that team log reports.

Option 2 – Assign teams from the activity (Activity Types page)

  1. Open Activity Types

    • Click Manage → Activity Types.

  2. Select activity type and activity

    • Click the activity type on the left (for example activites).

    • Click the activity in the middle list (for example Calls).

  3. Choose which teams can log this activity

    • Open the Logger settings tab.

    • Under Assigned to teams, select the teams that should be able to log this activity (or choose All teams).

    • Save your changes.

What happens next

  • Users in a team will only see the activities that:

    • Are added to Activities in team for their team, and

    • Have that team selected under Assigned to teams on the activity.

  • This lets you keep reporting clean, so each team only logs the activities that are relevant to them.

What if this doesn’t work?What if this doesn’t work?

  • The team can’t see an activity when logging reports
    Check both places:

    • On the team (Organization → Teams → Logger settings → Activities in team)

    • On the activity (Activity Types → activity → Logger settings → Assigned to teams).
      The team must be allowed in the activity, and the activity must be added to the team.
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  • A team sees activities they shouldn’t report
    Open the team’s Logger settings and remove those activities from Activities in team. Also verify in the activity’s Assigned to teams that the team isn’t included if you want it blocked everywhere.
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  • I can’t edit Logger settings
    Make sure you’re logged in as a Company Admin. Other roles may see the settings but not change them.

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