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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 6 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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