Automations: Schedule Activity Action

If you'd instead like to log a completed activity, use the Log Activity Action.

Adding to a New Automation

• Open the Create New Automation window
• 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

• (optional) Click Add Notification 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.