CiviCRM Activities Overview

An Activity in CiviCRM is a record of any scheduled or completed interaction with one or more contacts. Examples include meetings, phone calls, emails, event attendances and contributions. You can define additional types of activities in CiviCRM as needed.

Activities undertaken through any of the CiviCRM functions, such as email or Event signup are recorded automatically. Manually recorded Activities can be marked as Completed or Scheduled. Scheduled activities will be listed in CiviCRM Home page when you login.

None Scheduled

 

 

 

 

or

Scheduled (overdue in Red)

To view all the Activities relating to a single contact select the Activities tab from the contact record.

 

Using Activities

To add or record a new activity see Recording and Scheduling Activities

To create new types of activities for users to  record see Administer Activity types

 A short video Tutorial (17 mns approx.) introducing the role of activities in collecting data with CiviCRM

Beginners CiviCRM - Activities - what they are and how to use from Roberto Santiago on Vimeo.

  Use this icon to watch the video in full screen.