Guide to Adding Activities on the Mobile App?

To add activities, go to dashboard.
Click "Activities".

Click on add activity icon provide at the bottom of the activity page.

add activity icon

Add activity form will appear. Click on "Title here" field to add the title of the activity.

activity title

Add notes for the activity in the "Note" field. Click "Note" and type the details.

activity note

Select "Start Date Time" of the activity. Calendar will pop up. Select the date and time.

activity date

Now select activity duration by clicking on "Minutes" field.

activity duration

Select activity type. Click on dropdown option provided in the "Type" field.

activity type

Select activity priority. Click on dropdown provided in "Priority" field.

activity priority

Select the assignee to whom you want to assign the activity. Note: By default you will be assignee to the activity. To change click "Assigned to", and select the user.

activity assigned
activity assigned list

Click "Link to" and select the party in which activity is linked to.

activity link to page

If the activity is already completed, you can mark it as completed. For this, mark tick on the checkbox option "Mark as completed".

activity mark as completed page

click "Submit" to save activity.

activity submit page

Now the activity will be saved and you can see successful message and find  the activity on the activity page in the activity list. 


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