How To Create Activities

1. Access the Activities Tab: Open the relevant contract page and click the Activities tab located at the top.

2. Set the Due Date: Select the due date field to enter the required date and time for the activity.

3. Assign Users: Use the assigned to field to choose the person responsible for the task, which can be yourself or another staff member. If more people are needed, use the additional users assigned to box.

4. Add Activity Notes: Select the notes field to enter relevant details. You can expand this text area by dragging its right-hand corner.

5. Configure Alerts: If notifications are needed for the task, select the desired option from the alert drop-down menu.

6. Save the Activity: Click the save activity button to finalize the entry.

7. Confirmation: Once saved, the activity will be visible under the activities section of the contract and on the dashboards of all assigned users.

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