Novi AMS

A guide to the Activity Timeline on member records, which includes automated entries as well as custom notes and tasks entered by admins.

Activity Timeline Tracking

How to add or edit an activity or task to appear in a member's Activity Timeline and/or your Task Center.

Create or Edit a Custom Activity or Task

Learn what information is displayed on the activities and tasks on your member records.

Anatomy of Activities & Tasks

An overview of the backend Task Center, where admins can manage record-related tasks for themselves and other staff.

Using the Task Center

Learn how to use Smart BCC to add an email directly to your member's activity timeline in Novi

Track External Emails on a Member Activity Timeline Using Smart BCC

Melisa Smith

Melanie Dupont

Erin-J Jarvis

Activity Timeline & Task Center

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Association Management Software

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