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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 4 months 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 record's Timeline by an admin, such as Calls, Meetings, Emails, Notes or custom activities 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 records, such as member renewals, event registrations, ecommerce purchases, etc. also have unique features that provide more about the activity itself.

In this activity example below, notice that the contact person is the person who made the change - that may be an Admin, the user in some cases, or an systemic backend job performed by Novi 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

Parent Changes:

  1. Subject containing the 'Parent From' and 'Parent To' in the change

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

  3. When the parent update occurred in Novi OR when the activity was added manually

  4. Person or job that made the change or created the activity

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 within the Task Center have a similar but different structure including:

  1. Task subject

  2. Member Name

  3. Assignee Name

  4. Notes

  5. Last Edited date and Admin name

  6. Ellipses >> Edit or Delete

  7. Mark Complete button

If viewing the task from within the member record, you will additionally see the option to pin the task to the top of the member timeline:

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