Quick Activity Creation for Other Users

Quick Activity Creation

Nesli Han Diken

Quick Activity Creation for Other Users

Quick Activity Creation

17 April 2024 , New Features

Overview:
Users now have the ability to create activities for other users directly from the quick creation interface. This enhancement streamlines the activity creation process, enabling users to assign tasks and responsibilities to team members with ease.

Benefits:
• Efficient Task Delegation: Simplify task delegation by creating activities for other users directly from the quick creation interface. Users can assign tasks and responsibilities to team members in a few clicks, improving workflow efficiency.
• Collaborative Work Environment: Foster collaboration and teamwork by empowering users to create activities for colleagues. With the ability to assign tasks and share responsibilities, teams can work together more effectively to achieve common goals.

How it works ?
- Click plus (+) button from top-bar menu.

Click plus (+) button from top-bar menu

- Click Activity from Quick Create menu

Click Activity from Quick Create menu

- After filling in the activity details in the pop-up, you can select the person to assign and the person to monitor the activity.

Pop-up

- Then when you click the Schedule button, you can see that the activity is created for the person you selected and for the person who monitors it, the activity is added to the monitored by me tab.