Steps for creating an engagement activity
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1) Go to the Engagement Activity Template on the ISSR Engagement Hub and click the orange button to start an activity from the template. Name the activity and select "Use members from template." 2) Expand the Engagement Activity Quick Reference Guide and complete the setup checklist items such as editing the name, tags, due date, and activity goal. Add or remove members as owners from the Members page. 3) Change the access of the activity to "Public (Read Only)" and do not delete the default owners.
Steps for creating an engagement activity
- 1. Steps for Creating an Engagement Activity
- 2. A Summary …
- 3. STEP 1: Go to the Engagement Activity Template You can find the Engagement Activity template by going to the ISSR Engagement Hub, Clicking on the Create and Engagement Activity Sticky and Clicking on the big orange button.
- 4. STEP 2: From the Engagement Activity Template page, click on Start an Activity from this Template and Fill in the Name and Select the Use members from template Use the defaults for all other fields. There is a Checklist with details on editing the tags, members etc. Recommend including name of company and an Opportunity ID if available. You can edit later if needed IMPORTANT – Make sure that you select Use members from template so that others can help you if needed.
- 5. STEP 3: YOU’RE NOT DONE Expand the Engagement Activity Quick Reference Guide and Complete the To Do items under the Engagement Activity Setup Checklist (This should take less than 5 minutes) Detailed instructions for each To Do Item can be seen by clicking on the name
- 6. General Engagement Activity Editing Guidance To edit the name, tags, due date, activity goal, use the Activity Actions button and Edit Activity IMPORTANT – Use the Members page to Please change the add or remove members as Access to owners (recommend Public (Read Only) making all team members owners. Please do not delete default Owners.