Activities

  • How do I use Quick Add?

    Tap the Add button and then enter a Title, Type and Time Focus. Tap the new activity´s Add button to add the activity and create more activities. When you are done, just tap off the activity. Related Article: How do I create an Activity...

  • How do I create an Activity?

    You can create activities from the toolbar´s Add (+) button, the projects view as well as the contacts view. Toolbar – Quick Add To quickly add new activities, Tap the Add button and then enter a Title, Type and Time Focus. Tap the...

  • How do I change an Activity´s type?

    On the Quick Add or activity detail, tap the Type button to select between a task, meeting call or email.

  • How do I set an Activity to done?

    Tile – tap the Done button on the bottom left. List – swipe the record from right-to-left, then tap the Done button to the left of the Name. Detail – tap the Done button to the left of the activity Name.

  • How do I assign an Activity to someone else?

    You can assign tasks, calls and meetings to someone else from either an activity´s tile or detail. After you assign an activity, you can then share the recored with the newly assigned person. Tile – tap the Assign button, then search for the contact...

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