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Activities Overview

Ayesha Ahmed
  • Updated

Overview

This article explains how to add, edit, and delete activities within a case program. Activities are tasks associated with a program and can be used to track work, track case notes, assign case workers, attach forms and files, log hours, and manage progress throughout the case lifecycle.

Prerequisites

  • Access to an existing case
  • Permission to create and edit activities within a case

 

Adding an Activity to a Program

  1. Open the Case where you want to add an activity.
  2. Locate the Program within the Case Board.
  3. Click the “+” (Add Activity) icon in the top-right corner of the program.

  1. A drop-down list of available activities will appear.

  1. Select the activity you want to add.
  2. The selected activity will automatically be added to the program.

 

Viewing and Editing Activity Details

  1. Click on the newly added Activity to open its details.

  1. From the activity details screen, you can add or update the following information:

     

Activity Fields

  • Case Activity – Modify the activity name.
  • Priority – Select a priority level (Low, Medium, or High).
  • Grant Type – Link the activity to an existing donor grant.
  • Grant Amount – Displays the Grant Funds currently available (this track back to 0 as funds are dispersed)
  • Case Notes – Add notes for reference or documentation.
  • Start / End Date – Set the activity timeline.
  • Case Worker – Assign one or more case workers. Assigned activities appear on the worker’s My Activities page.
  • Forms – Attach forms created in the system.
  • Attachments – Upload related files to the activity.
  • Link to Case Activity – Connect this activity to another activity within the same case.
  • Checklist – Add or manage a checklist associated with the activity.
  • Comments – Add or reply to comments. This section functions as a running conversation related to the activity.
    • Click Post Comment to save a comment.
    • The Total Replies button shows how many replies a comment has.
  • Click Save to create or update the activity.

 

Activity Shortcut Buttons

Each activity includes shortcut buttons for quick access to common actions:

  • Alert – Displays as red for activities that require special attention.
  • Link – Opens any linked user activities.
  • Checklist – Opens the activity checklist.
  • Status – Hover over or click to view the current activity status.
  • Delete – Deletes the activity.
  • Worklog – Click the clock icon to log into work hours.
    • Enter the time spent on the activity.
  • Click Save to record the work log.

 

Notes & Tips

  • Assigning a case worker ensures visibility of the activity on their My Activities page.
  • Comments are useful for tracking discussions and updates related to an activity.

 

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