Creating and Assigning Activities

Open Activities from the sidebar and select + Create New Activity to open the Create an Activity form. One activity is created per recipient, so you can assign the same work to many people at once.

The form

• Load Template — start from a saved template instead of a blank form.
• Recipients — select people individually, or use Add Recipients By Cohort or Add Recipients By Tag for bulk assignment. A counter shows how many activities will be created.
• Subject (Title) and Description.
• Type, Priority, and Status.
• Due Date and Event Date.
• Sender and Recipient Email Notification — control who is emailed.
• File Uploads — attach files by drag and drop.
• Courses and Course Collections — attach Academy material to the activity.

The button confirms the number being created, for example Create 12 Activities. Each activity then appears in that recipient's Activities list and on their Home page.

Please note: Assigning by cohort or tag is the fastest way to give a whole intake the same assignment.