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Guide to Managing and Creating Activities
Guide to Managing and Creating Activities

By following this guide, you can effectively create and manage activities that your staff can participate in.

Updated over 2 months ago

Please Note* Publishing directly to a private app for branded experiences is a premium feature and requires setting up with platform support.

Accessing Activities

  1. Navigate to the Activities Section: From the left-hand sidebar, click on the Activities tab.

    • Here, you will see two options: Applications and Activities.

    • The Applications Report gives you an overview of all applications related to activities in progress: Pending, Accepted, Registered, and Rejected.

    • The Activities Report shows total hours logged and the breakdown of events, actions, and ongoing opportunities.

How to Add a New Activity

To create a new activity (event, action, or ongoing opportunity) for your employees:

  1. Click on ‘New Activity’:

    • You'll find the New Activity button on the upper right-hand side of the Activities page.

    • Upon clicking, a pop-up appears with three options:

      • New Event: Activities with a fixed day and time (e.g., a single-day volunteering event).

      • New Action: Smaller activities to help the community (e.g., helping out with local community needs).

      • New Ongoing Opportunity: Long-term activities that employees can contribute to at any time (e.g., regular mentoring sessions).

  2. Choose the Activity Type: Select from the above three options based on the type of initiative you want to create.

Creating a New Event

Let’s take the example of creating a New Event:

  1. Select the App to Host the Event:

    • The activity can be hosted on one of the following apps: Volunteer, Do It Day, Community Hub, or Partner Pod.

    • For premium users, you can publish activities directly to your private, branded app.

  2. Add Basic Information:

    • Fill in the Title, Category, and Cause related to your event.

    • Add a brief Description explaining the event to your staff and volunteers.

  3. Configuration:

    • Choose whether the event is for Individuals or Teams.

    • You can also specify if Application Approval is required.

  4. Details and Requirements:

    • Select any requirements for participation, such as age limits, references, or specific skills (e.g., +18, Will require references, etc.).

    • Specify any rewards or benefits participants may receive for their participation.

Adding Media and Event Details

  1. Media:

    • Add a Background Image (1200 x 400px) and any extra images that help promote the event.

  2. When and Where:

    • You can choose between a Single Location, Multiple Locations, or a From Home option if the activity is remote.

    • For in-person events, enter the full address, and specify the Start and End Date, Application Deadline, and Volunteer Limit.

  3. Publishing to a Private App (Premium Feature):

    • For premium users, you can publish the event directly to your branded app by selecting the relevant options.

    • You need to contact the platform team to enable this feature, allowing you to share activities only with your employees through your private app.

  4. Submit the Activity:

    • Once all the details are completed, click Continue to finalize and submit the activity.

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