Keeping a track of your to-do list

Activities, Tasks, To-do lists

Written by DelentaLast update

Keep track of your to-do list with the Activity tool in Delenta. You can create activities in the associated contact record on My Contacts page on your coach portal. 

How to create an activity 

  • In your coach portal, navigate to My Contacts

  • In the Contact record you want to associate the activity with,  click VIEW DETAILS → Activity

  • If this is the first Activity you are creating, then click on Add a new activity. 

  • In the Activity screen complete the following fields to add an activity:

  1. Type: select Call, Meeting, or Note. 

  2. Title: enter an Activity name in the Title field. 

  3. Short Description: enter details about your activity. 

  4. Due date and time: select the due date and time.

  5. Send reminder: select the checkbox, to receive an email reminding of your activity before the due date and time. 

  • Click Save.

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