Basics of Activity Management | teamgram

Basics of Activity Management

An activity is an action performed by someone in your company when contacting with customers. Examples include meetings, phone calls, emails, things to be done for a specific task.

Each activity has some unique attributes:

  • Activity type: Describe the activity type.
  • Activity name: Describe the activity in a dew words. Example: "Update the price list"
  • Description: Include further instructions or any other information about the activity.
  • Assignee: The persons who will perform this activity. TeamGram will notify the assignees about the new activity.
  • Priority: The relative priority of this activity. This can be used for sorting activities.
  • Scheduled start: The time you want this activity to begin.
  • Due: The time when this activity must be completed. TeamGram will send notifications before this due date and will highlight overdue activities.
  • Frequency for recurring activities: If this is a recurring activity, TeamGram will recreate it when it is completed and set a new due date based on this field.
  • Related records: Companies, contacts or other records you want to connect this activity to.
  • Tags: Used to group similar activities together.


Create A New Activity

Method 1: Creating an Activity on the Activities page:

To create a new activity, click on the Activities tab and press the New Activity button. Fill in the activity details and save.


Method 2: Creating an Activity on a Record Page:

Go to a record (contact, company, deal, etc.)

Click on the Activities tab under it. Click on the New Activity button.

This works similar to Method 1, but automatically adds the record as a connected item.


Method 3: Adding an Activity to a Note:

This method is useful to create action items from meeting notes.

First write a note and save it.

Then, go to the lower right corner of your note. A "New activity" link will appear. Click on it.

A quick note pop-up will appear. The note and all of its connections will be automatically added to the activity'a connections list.