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This article explains what Activities are, how they differ from opportunities, why they matter, and how to name and structure them effectively.

What is an Activity?

When you post an opportunity, it needs to be linked to an Activity. This article walks you through how to do that.

Posting an opportunity and linking it to an Activity

This article explains how to change an Activity's status (Not Started, In Progress, Completed, or Cancelled) either from your Dashboard if you're leading it or from the Admin Panel if…

How to change the status of an Activity

Archive an Activity along with its linked opportunities, logs and applications - and understand how unarchiving works.

How to archive or unarchive an Activity

How to view all Activities from the Admin Panel

How to edit an Activity

See the key metrics for an Activity you lead.

How to view activity metrics

Not all delivery sits under a contract. Where there's no client commitment or target to report against, you record it as an activity with its own measure logs - no…

How to record delivery that isn't linked to a contract or commitment

Sevgi Sairoglu Sezginer

Learn what Activities are and how they group delivery work, opportunities, and hours.

Activities

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