Activities allow resources to schedule simple tasks and are typically used for small scenarios where the complexity of a full job is not needed. They can also be used to block out periods of time when a resource is performing work that is not related to a job.
An activity can be created via the web app or via the mobile app. To create an activity from the web app click the "+" (or "Create New") button in the top bar at the right-hand corner of the console. This will launch the "New Activity" modal.
The following fields must be completed before the activity can be saved (fields highlighted red):
Type (the type of activity).
Address (the location where the activity should occur).
Optional fields include:
Notes (to provide a short description of the activity being performed).
Location (choose an existing location–will pre-fill the address if selected).
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 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/or change the "Activity" values as required.