An activity is something that you need to do; a bit like a reminder, to-do, or calendar appointment. Start creating activities to get better manage you and your colleaguesâ schedules, and to get better insight into whatâs been done in the past.
Where can I create activities?
Create activities on pretty much all of the screens in Current RMS:
Organizations, contacts, venues, and user accounts
Opportunities, projects, and invoices
Products, quarantine, services, and vehicles
Wondering why youâd create an activity? Check out our guide for inspiration: Where can you create an activity?
Get started
Activities are generally created regarding something, e.g. regarding an organization. To create an activity, go to the page where you want to create the activity and hit add a new activity under the âPending Activitiesâ heading.
In the example above, weâre creating an activity regarding an opportunity.
If you like, you can create activities that arenât regarding anything by heading to Activities > Activities and hitting add activity.Â
Youâll see the âCreate Activityâ screen:
General details
Subject
What is it that you have to do? For example: âCall venueâ, âMeet with clientâ, âSite visitâ, etc.Location
Where is the meeting taking place?ÂTags
Tags are a bit like smart folders or categories; they help you find and filter information. Tag your activity if you wish. Hit enter to lock a tag in.
Schedule information
Start
Use a quick date like âtodayâ or ânext weekâ, or choose âon specific dateâ to pick a date and time.Duration
How long will this activity last? Use a quick time or choose âon specific dateâ to pick a date and time.Priority
How important is this activity? Choose a rating from one to five stars.Â
Description
Enter a few words to describe the activity here. If youâre creating an activity for someone else, this is a good place to tell them what youâd like to be done.
Attributes
Type
What kind of activity is it? Choose from some common types that we added â like call, fax, email, or meeting â or create your own in System Setup.
Status
Whatâs the status of this activity? This will generally be âscheduledâ when you first create the activity. You can update the activity when you complete it.
Owner
The owner is the person who is responsible for this activity. This is automatically set to you, the user logged in creating it. Change this here if you need to.
Completed?Â
If youâre recording an activity that youâve already done, toggle the âcompletedâ slider to YES. This means you wonât need to complete the activity after creating it, it will be automatically marked as complete.
Record time as?
Adding staff members, vehicles, or venues that are set up as bookable resources to this activity? Set this option to âbusyâ to add this activity to the Resource Planner â great for noting down team meetings, staff holidays, or vehicle servicing.
Participants
Add participants to say who this activity involves, i.e. who itâs for. Participants can be user accounts, contacts, organizations, venues, or vehicles. As you type, Current will auto-suggest matching results.
When adding a user account, the activity shows up in the activities calendar for that user and will show up on their dashboard in the âactivities due todayâ and âoverdue activitiesâ tiles.
For contacts, organizations, vehicles, and venues, the activity will show up in the Pending Activities list when you view that particular page.
Common questions
How can I see a list of all of my activities?
Head to Activities > Activities to get an overview of whatâs pending.
Can I get activities on my smartphone or Mac calendar?
You can! Subscribe to your iCal feed to get your activities on your device. Check out: Get an iCal feed for service booking activities
Can I set activities to repeat or have them automatically created?
Not right now, but this is something that some of our other customers have asked for. If this is something youâd like to see implemented in future, let us know.