Creating A New Activity | teamgram

Creating 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. Pick among the different activity types, 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 when creating 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's connections list.