The Activity feature is essential, but we wanted to make it easier and faster to use. So, we’re introducing a new feature called Quick Add Activity. With this, you can log your interactions with clients, candidates, or employees in just a few seconds, improving your experience.
Key Changes:
- No longer need to fill out detailed information to create an activity.
- The system auto-fills the activity title based on category and relevance.
- Attendees are auto-filled from related users, and you can add more as needed.
- Two-way synchronisation, as already in the system.
- The system automatically fills in the current date and time when you create an activity.
- Default public access permission automatically selected on the screen.
- Emails are sent to the organiser by default.
- Calendar invitees are automatically selected (based on email connections) and sent to all invitees in one calendar event. You can uncheck this based on your needs.
- Attach multiple files at once and remove them by clicking the cross icon.
- Only job-specific placeholders are shown in the list; all others are removed.
- If the system can’t find a dynamic tag value, it displays a placeholder.
- Activities are added to the Recent Activities section of selected users under their Summary Page.
- Edit the Online Meeting URL.
- Time zone is selected by default based on the organiser’s account preferences, but you can change it.
- Editing an activity triggers email notification.
- Organisers can mark activities as done using a toggle; these become non-editable once marked as done.
- Activities with past dates are grayed out and non-editable.
- Inserting a template fills the title, description, and attachments in the respective fields.
