Creating recurring activities

There are 2 ways of adding recurring activities.

- In the Schedule screen

- In the Activity Calendar

Schedule Screen

1. Right click on an agents timeline.

2. Enter the Activity Type, Start and Length of the activity.

3. To have the activty reoccur, tick the box for 'Duplicate Activity'

4. Tick the boxes for which days you want the activity to be duplicated.

5. Enter the date that the activites should stop.

6. Click Save.

Activity Calendar

  1. Right click on the date the activity starts from.
  2. Choose the activity from the dropdown box, the start time and the length. Enter a note if required. Click Next
  3. Choose the agent or agents that should attend the activity. Searching and filtering can be used.
  4. Click Next
  5. Click Assign to add the activity or tick the Recurring box.
  6. Choose to repeat the activty at a specifed frequency for Days, Weeks or Months.
  7. Choose the end date.
  8. Click Assign.

Published

26/06/2020 - 16:19

Last updated

24/09/2020 - 10:40