Automations: Schedule Activity Action
This feature is only available on the Professional Tier
Schedule Activity is an available Action when creating an Automation. Selecting this option will automatically create and schedule a new future Activity when the associated Trigger is completed.
If you'd instead like to log a completed activity, use the Log Activity Action.
Automating the Scheduling of an Activity Action
- Open the Create New Automation window
- After selecting the appropriate Trigger, select Schedule Activity from the Action drop-down menu
- Choose the Activity Type you'd like to log in the Type drop-down menu
- Use the Assignee field to set the Activity to be scheduled for the user performing the trigger or a specific user every time
- Select a Priority of High, Normal, or Low
- Select the Day & Time you'd like to set for the Activity
- Same Day is the default option, but you are able to schedule up to 7 days in the future
- If the All Day checkbox is selected, you won't be able to specify a time frame
- Click Add Notification if you'd like to create a notification for this Activity
- You can set a notification for a specified number of Minutes, Hours, or Days before the scheduled Activity will occur
- This option can be helpful for Activities that have a specific deadline or due date
- Enter both a Subject and Description for the Activity
- You can use Mentions to notify other users
- Once the Automation is configured, it will be visible to and activated for all users in your agency
- All users, regardless of permissions, will be able to schedule this Activity when they perform the associated Trigger
Tip: Review these 10 Powerful Automation Examples to help optimize your workflow and improve efficiency.