Creating an activity
The first step of any activity is its creation. You can start from scratch, copy an existing one, or reuse a template.
Start a brand new activity
- In the menu bar, click Apps > Activities.
- Click Start an Activity.
- Enter an activity name.
- Add a Tag to make finding the content easier in the future.
- Search and add a member and their role. You may also opt to do this later.
- Add an Activity Goal and Due date.
- You can also choose an existing activity Template.
- Click Save.
Copy an existing activity
Have an activity that you want to reuse, but not often enough to warrant a template? Copy it for a single use.
- Open the activity.
- Click Activity Actions, and then click Copy Activity.
- Keep, change, or delete the content.
Save an existing activity as a template
Found an activity that you just love? Save it as a template, then reuse it as many times as you need.
- Open the activity.
- Click Activity Actions > Copy as New Template.
Next steps
Now that you've laid out the skeleton, it's time to put some meat on those bones. Try adding some to-dos next.
Parent topic:Getting started