Add Activities against a specific Module or Object to keep track of what work your team completes, help managers allocate unused time, run better reports for cost analysis, and easily send invoices to clients.
Add activities to many types of records in Accelo, whether you are working on a Sale, Project, Issue, etc. Wherever you see the blue Add Activity button on the left or the +Create button at the top of the platform screen, you will be able to add a new activity instantly.
To log a new activity on a page:
Select the +Add Activity button on the left side of the page.
Select the Type of Activity from the drop-down menu which you would like to log.
To add an Activity using the Taskbar:
Select the blue +Create button.
Select the Type of Activity (Note, Email or Meeting) from the drop-down menu which you would like to log. You can also confirm or edit the type of activity in the next step.
Select the tab for the Type of Activity you would like to create.
Fill out the Against field. You must choose an Object the Activity is against (Client, Project, Ticket, or otherwise).
Press the Save or Send button at the bottom left of the window to complete the Activity.
Note: Activities and their time will be either billable or non-billable depending on the Object which it is saved under. Activities against Projects, Tickets, and Retainer Periods will be billable. All others will be non-billable.
There are many details that can be added to an activity as you log it, and understanding these details is critical to logging activities properly, as well as including all necessary information for future viewing and correspondence.
To - Type in the name of a person to send the activity to. You can only send Notes to colleagues. If left blank, the activity will automatically be attentioned to you.
Clicking the dropdown arrow next to To will allow you to select specific staff members as well as entire groups of staff members.