Glossary - Activities
Sub Modules
Activity - Main
The Activity Form most likely will be where you will spend most of your time when in the Tracker. The purpose of the Activity Form is to record all of your activities during your busy work day. Yes, you are very busy and may think you don't have time to record these activities. Stop and think what happens monthly or more frequently. You will get asked about what you did this past month. With a click of the button, you can easily share everything you did in the last month! THAT will save you a lot of time in the long run.
Activity Name
This should be a good concise descriptor of the activity you completed.
Activity #
This is an auto-generated number that is more for the system than the user. But, you can make it a unique number if you wish.
Activity Type
Describe what type of activity this was. You can choose from a drop-down or create a new activity type.
Service Provided
Status
Company/Community
Company Name (s)
Project Name(s)
Date of Contact
Contact Method
Follow Up Date
Assigned User(s)
Primary Contact
Investments
Hours
Estimated Value to Company
There are many ways to assist a company. Your activities are important to them, so this is where you can assign a dollar amount on this activity. For example, you assisted them on receiving TIF or a grant or got a pot hole fixed.
Activity Description
Activity - Notes
Notes
We know you are asking, so what is the difference between a Note and an Activity!? We suggest a Note be a tidbit of information that you want to remember. Such as, someone shared with you that XYZ Company is planning an expansion, or you were told that The Enormous Company is wanting to expand into the area. You can also send a text (SMS) a Note or leave a voicemail to the Tracker! Go to Settings>Details>User Details>Phone Number Type, choose cell and then Save and then Verify.
Activity - Files
Files
Manage all your files here. You can associate them to a specific project so they're easy to reference from the Projects area, or leave them unassociated if they're just general purpose files.
Activity - Tasks
Tasks
Tasks are most often used as internal to-do's. Think of them as things the team needs to get done. You can assign these to other people in your organization, or to yourself.
Activity - Emails
Emails
We do our best to auto-associate emails to Contacts, Projects, Companies, Engagements, Activities, Communities. but when are are unsure we leave them unassigned and allow you to make the association from this main Mailbox page. You can change associations at anytime. How does this work? Here is an example: You have a project called Project Timber. In whatever email system you are using you create a contact called "Project Timber". Copy and paste the unique email address provided by the Tracker and put it in this newly created contact. You will then BCC "Project Timber" whenever you send an email related to Project Timber and it will show up in the Tracker a few minutes later. It does not happen instantaneously! It has a few miles of wires to run through!