An activity can be used to book unscheduled actions (such as childcare visits or dental appointments). Activities block out (or reserve) periods of a resource's availability (time). Creating an activity prevents a scheduler from allocating any jobs to that resource for the duration of that activity or block of time.
Once in the "Activities" console, it is possible to view all upcoming or past activities (upcoming is the default view). These views can be toggled via a filter at the upper right-hand side.
An activity can be created via the web app or the mobile app. To create an activity from the web app:
Click the "+" (or plus) button in the top bar at the right-hand corner of the activities console, then select the "Activities" option. This will launch the "Create Activity" page.
If the console is blank, click on the blue "Create an activity" text link at the center of the console. This will launch the "Create Activity" page.
The following fields must be completed before the activity can be saved (fields highlighted red):
Optional fields include:
Location (choose an existing location–will pre-fill the address if selected).
Address (the location where the activity should occur).
Notes (to provide a short description of the activity being performed).
The activities page supports deep linking using query parameters. For example, the following inserts the text "test" into the notes field of a new activity:
Activities require a type, by default the following types are available:
Administrators can add additional activity types to the CRM (e.g., Salesforce, ServiceNow).
The process for adding an activity type in Skedulo is as follows:
Navigate to the data tables (via "Manage" in the navigation menus).
Click on "Activity Types."
Click on "Create new."
Complete the details and save.
The process for adding an activity type in Salesforce is as follows:
Navigate to the Salesforce setup page.
Click on the "Object Manager" tab.
Search for "Activity" and select the Skedulo activity object.
Go to "Fields & Relationships" and select the "Type" field.
In the "Values" section you can add and change the "Activity" values as required.
Refresh the web application to see all changes made in the CRM.
It is possible to view all the activities associated with a resource, via the scheduling swimlanes.
Identify the activity that you want to edit (from the list in the "Activities" console), then click on the options menu button (three vertical dots) to the right of the associated activity and select "Edit" –this will launch the activity details page. To the bottom-left, you will find buttons to save, delete, or cancel.
The "Activities" console filter bar allows the scheduler to filter displayed records by:
The easiest way to delete an activity from the web app is to first select the activity (using the checkbox provided) then click on the exposed "Delete" button at the top of the activities table.
Deleted activities cannot be recovered.