Find and create activities

Activities refer to a past action or past event related to a record. You can assign activities to a staff member when the activities require further action, such as a follow-up inspection or a phone-call.

Create an activity

You can create new activities from the My tasks page or from individual records.

Note: You can remove activities from the Activities tab in My tasks or from individual records by selecting the check box next to the activities and selecting Delete.

To create a new activity

Open one of the following:
- The My tasks page
  
  or
- An individual record
Select the Activities tab.
Select New.

Complete the following fields with available data.

Field	Description
Description	A description of the activity.
Internal Only*	Indicates whether the record is for internal use only.
Activity Number	The activity number as assigned by Civic Platform.
Start Date*	The beginning date of the activity.
Assigned to Department	The department responsible for addressing the activity.
Due Date	The due date for the activity.
Activity Name*	The name of the activity.
Priority	The priority level for the completion of the activity.
Assigned to Staff - Check Availability	The staff assigned to address the activity. The Check Availability link, when clicked, shows the availability of the assigned to staff based on all their scheduled calendar events.
Type	The type of activity. Civic Platform may associate some activity types with an activity specific info group. In such cases, subgroup fields display automatically below the activity fields.
Activity Status	This is the status of the activity.

Select Submit.