Add An Activity To Your Calendar - Video

Whether the focus is to build a referral base, or improve existing relationships, planning out your week is foundational for success. 

There are two kinds of Activities, To Dos and Events

A To Do does not require a start or end time. Its an activity that doesn't need to be done on a specific day and time.  It can be saved with or with out a due time.

Think of an Event as a traditional meeting.

 Activities can be created on Web or Mobile, as either single occurrences, or as a recurring series. This allows the user to set up one-off meetings, as well as set events for facilities and contacts that they will call upon regularly (such as weekly, bi-weekly, or monthly). 

Trella Health strongly suggests that users set up recurring Events, or To Dos, whenever possible.  This practice will minimize input time on a daily basis. Instead of creating activities daily, or for a week at a time, users that create recurring activities  can simply add notes to the existing Event or To Do and move on.

In this video, I'm going to create an Event.

Be sure to watch Activities Tips & Tricks