Creating an Activity

You can create activities from any of the following:

• The Activities tab.
• An app page, such as a workspace. See Creating an Activity from a Workspace or App Page.
• Activity Tracker. See Creating Activities.

To create a new activity:

1. On the Activities tab, click New.
2. [Optional] Search for and select an account to associate with the activity. Although this is not a required field, we recommend associating the activity with an account.
3. Specify the date of the activity.
4. Enter a summary for the activity.
5. [Optional] Enter any notes related to the activity. To attach an image to the description, click .
6. Click Save.