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How to manage activities?
How to manage activities?
Karen Assis Pereira avatar
Written by Karen Assis Pereira
Updated over a week ago

To register a new activity, it's very simple: just access the side menu of your admin panel by clicking on Administration > People > Activities. To add a new activity, click on the "+ New" button and start.

The information is mandatory, so just provide the description of the new activity, the category it belongs to, indicate whether it is active or not, and click save.

Tip: When registering a new activity, try to always start the name with a capital letter - this will make your information look better presented in the system.

If desired, it is possible to edit the information of an already registered activity. To do this, click on the pencil icon on the activities list screen, perform the desired operation, and save.

The activity in a person's registration

It is possible to assign the activity (which must be previously registered in the "Activities" menu) in a person's registration. Just click on Administration > People > Registration, search for the person's registration using the filter fields in the top menu of the screen, and click on edit.

When opening the registration edit screen, in the Members tab, you can configure the person's role within your organization.

For more information about activities, click here

Do you still have doubts?

Get in touch with our support team.

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