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Anatomy of Activities & Tasks
Anatomy of Activities & Tasks
Learn what information is displayed on the activities and tasks on your member records.
Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

What makes up the pieces of an activity or a task? It's important to first note the different types of activities.

Read on to learn more about:

Custom Activities

Activities that are added to a member's Timeline by an admin, such as calls, meetings, emails, or general notes include the following information:

  1. Date set on activity when created by an admin

  2. Member record attached to this activity (could be a company or person)

  3. Member contact person on the activity

  4. When this activity was created

  5. Admin who created the activity

System Activities

Activities that are automatically added to member records, such as member renewals, event registrations, ecommerce purchases, etc. also have unique features that allow you to see more about the activity itself.

In membership change activities, you'll notice that the contact person is the person who made the change - that may be an admin, the member in some cases, or an automatic job - like the QuickBooks Sync or Membership Renewal Job.

Membership Changes:

  1. Member's name (the name is a hyperlink that will open the member's record in a new tab)

  2. How long ago the change happened

  3. Person or job who initiated the renewal

  4. New membership status of the member on the right

Event Registrations:

  1. Event name (the name is a hyperlink that will open the event in a new tab)

  2. If the person was marked as attended or not

  3. Attendee's name (the name is a hyperlink that will open the member's record in a new tab)

  4. Number of credits available and the type of credits, if applicable (if applicable based on the ticket settings; these credits should not be considered as earned and will not show on a continuing education report until the person is marked as Attended)

  5. How long ago the registration was edited and by whom

Ecommerce Orders:

  1. Order # (this is a hyperlink that will open the order details in a new tab)

  2. Purchaser's name (the name is a hyperlink that will open the member's record in a new tab)

  3. How long ago the order was entered and by whom

Task-Specific Features

Tasks have similar, but different options as custom activities, including:

  • A button and a checkbox to mark the task complete (un-checking the box will undo this action)

  • Icons to edit or delete the task

..and:

  1. Name of the member the task is related to

  2. Contact person at a member company related to the task

  3. Who the task is assigned to within the association

  4. Admin who added/edited the task and when

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