Video Tutorial
In this tutorial, you’ll learn how to add a manual activity to your account. This feature is useful for tracking and documenting your activities. Step 1: Navigate to your account.
Step 2: View the AI timeline. This displays all the activities captured automatically.
Step 3: Click on the + Add Activity button to add a manual activity.
Step 4: Enter the activity title, notes, date, and attendees.
For instance, let’s add a test activity.
If your admin has configured activity custom fields for the Manual activity type, a Custom Fields section also appears in the Add Activity panel. Fill in these fields as needed. Fields marked as required must have a value before the Save button is enabled.
Admins choose which fields appear here in Object Manager → Activity. Only custom fields associated with the Manual activity type show in the Add Activity panel. Fields configured only for other types, such as Meeting, do not appear.
Step 6: After adding the activity details, click Process Meeting. The system then displays an Activity Insights section with the sentiment based on the meeting notes. It provides a brief description and the reason for the sentiment.
Step 7: If you’re satisfied with the details, click on the Save button. If you want to change the sentiment, update it and add some comments.
Then, click on the Save button.
Step 8: Once saved, the activity will appear in the timeline, sorted by date and sentiment.
By clicking on the activity, you can view the details you’ve entered. Any custom field values you entered appear in the activity drawer, where you can edit them later. Manually added activities show the fields configured for the Manual activity type rather than Meeting-type fields. See Managing activities for details on editing fields. And that’s it! You’ve successfully added a manual activity.