Creating an Activity from a Workspace or App Page

You can create activities from any of the following:

• An app page, such as a workspace.
• The Activities tab. See Creating an Activity.
• Activity Tracker. See Creating Activities.

To create an activity from a workspace or app page:

1. Click Create Activity.
2. [Optional] Search for and select an account to associate with the activity. When creating an activity from an account record page, the Account field is automatically populated with the account that the activity is created from, but this can be edited if required. Although this is not a required field, we recommend associating the activity with an account.
3. Enter a summary for the activity.
4. Specify the date of the activity.
5. Select the activity type.
6. [Optional] Search for and select the contacts to associate with the activity. You can also click Show All Results for “ ”, which opens the search with the searched string populated in the Search field and all related items displayed in the grid. Select the contacts from the grid that you want and click Select. The selected items are then displayed in the lookup field. For more information, see Using Advanced Lookup.
7. [Optional] Enter any notes related to the activity. To attach an image to the notes, click .
8. Click Create.