Overview

You will create your first Activity when you create your Event. To add or edit Activities after this point, simply navigate to the Activities tab within an Event. Here you can add new Activities from scratch or copy existing Activities. This article will explain how both of these processes work. 


Creating a New Activity

To add new Activities to an existing Event, go to the Activities tab within the Event and press the "New Activity" button in the upper right hand corner of the screen. Please note that you cannot add Activities to completed Events.



On the side panel, you will have two options for building a new Activity. Much like creating Events, Groups, and Sections you can choose either to create a new Activity from scratch or to copy an existing Activity.


To create a new Activity from scratch, simply press “Create from Scratch”, enter the name of the Activity, select the Start and End Times for the Activity, and enter the location of the Activity. It is important to remember that Activities are individual pieces of a larger Event. So, while an Event may occur over several days (for example a campout or vacation) individual Activities might only take a day or a few hours (such as a dinner or meeting).



Once you have entered this information, hit “Create” at the bottom of the menu and your new Activity will be created.


If you choose to copy an existing Activity, select “Copy an Existing Activity”. You will then need to select which Activity you wish to copy, enter a name for the new Activity,  select the Start and End Times for the new Activity, and, finally, decide what data to copy from the original Activity. Your options are:

  • Clear all previous attendance responses: all the RSVP questions defined in the original Activity will be preserved, but all responses to those RSVP questions will be cleared in the new Activity.
  • Clear all previous responses to questions: all the Survey questions defined in the original Activity will be preserved, but all responses to those Survey questions will be cleared in the new Activity.
  • Clear all previous assignments: all assignments performed in the original Activity will be cleared in the new Activity. Assignment restrictions will, however, be preserved.

Now press “Create” to add the new Activity to the current Event and close the New Activity side menu.


Editing Activities

Activity Details

Regardless of which method you use to create a new Activity, you can now begin editing the details of this Activity. To do so, click on the Activity you wish to edit in the Activities tab and the Edit Activities menu will appear at the side of the screen.



In the Edit Activities menu you will see tabs for Details, Groups, Sections, Attendance, and Questions. These tabs contain many pieces of information about your Activities which you may edit. The Details tab allows you to edit the Activity Name, Start Time / Date, End Time / Date, and Location.


Attaching Groups to Activities

The Groups tab allows you to attach guest lists (Groups) to the Activity and edit parameters of these Groups in the context of the Activity. Each Activity can have a Group or Section associated with it. Not every Activity will require both a Group and Section. For example, an Activity for “Find Field Trip Chaperones” may only require a Group. To add either a Group or Section to an Activity select the respective tab within Edit Activity. Next, open the the dropdown under either Group or Section. Then, you may enter Item Names for all of the Items within the selected Group or Section. This means that if you have a list of "Field Trip Chaperones" you can refer to these People as "Chaperones". By default, People will simply be called "People" and Places will be called "Places" depending on whether you are looking at Groups or Sections respectively.




Editing Attendance Settings

The Attendance tab provides two options for collecting RSVPs from invitees. You may "Ask if Attending" which, as the name implies, will ask each invitee to select whether or not they are attending the current Activity. By default, each invitee is listed as "Undecided."


The other option is "Link Attendance". If selected, each invitee's attendance status for the Activity will be the same as their attendance status for the overall Event. In other words, if someone chooses to attend the Event they will attend this Activity and vice versa.

Attendance settings are independent for Groups and Sections attached to an Activity. This means that you can, for example, set People to "Ask if Attending" and Places to "Link Attendance."


Editing Questions

Finally, the Questions tab allows you to create Survey Questions for the selected Activity. To create a new Question simply press the "New Question" button. Then choose a name for the Question, choose the type of Question and enter the Question Text. Now you will need to determine if this Question is for People or for Places, whether it is a Required Question, and fill in the Question parameters.


As mentioned above, the overall Event also has attendance status questions; however, at the Event level “Link Attending” is replaced by “All Attending”. Simply put, “All Attending” locks all People or Places as attending. This is useful if you have an Event where you are certain that everyone or every location is attending.