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How to Create an Internal Activity
How to Create an Internal Activity

Learn how to add Activities that only Admins and/or Instructors can post and/or view

Serena Edwards avatar
Written by Serena Edwards
Updated over a month ago

Here are the steps to creating an Activity that can only be viewed by Admin staff.

Step 1 - Select Entity

Head to the Activities page (My Company > Activities tab). Select the entity for which you want to add an Activity (Enrollee, Instructor, or Class). Most Activities are done in the Enrollee tab if you want them to be viewable or editable by Account Holders.

Step 2 - Enter Basic Information

Click the plus button inside the dotted box. You'll get a little drawer that will slide in from the right. Here, you can do the following:

  • Enter the name of the Activity under "Label."

  • Select its icon from the Default Icon List or by typing in the search bar.

  • Pick the Activity color from the color blocks, or enter your color hex.

  • Decide who can view and/or post the Activity under "Visibility." For an internal Activity for Admins only, leave all boxes unchecked. For an internal Activity that includes Instructors, check whether they can only view or post the Activity.

    internal activity in Enrollsy

Step 3 - Attach an Activity Form (optional)

Attach an Activity Form by choosing one from the list or clicking "Need to create another form?" to go to the Activity Forms page. See this article on how to create an Activity Form.

NOTE: Activities with attached forms force required fields on the Activity Form to be completed before the Activity can be posted.

Click Save when finished.

After creating an Activity, if you don't see the new Activity, it's at the bottom of the list. Scroll down and select the dots to reorder your list as you see fit.

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