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  5. Create New Activity

Create New Activity

Follow these steps to create a new activity (Pic. 13.3.1):

  • Select “Activities” in the main menu bar.
  • Tap the “+” button in the upper right corner.
  • Fill in the details (name, date and time, activity type, status, priority, performer, creator, responsible one, details, duration).
  • Tap the save button located in the upper right corner.
Pic. 13.3.1 Create Activity

Activity types are added in the web version of CiviMobile. Follow these steps to add activity types:

  • Go to “Administer” > “Customize Data and Screens” > “Activity Types”.
  • Click “Add Activity Type” button and fill in the required fields:
Pic. 13.3.2 Add Activity Type