How to Edit an Activity

Easily edit any custom Activity by adjusting the settings

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

Some Info About Activities

Activities are recorded on Activity Timelines. These historical records are not deleted and are available to the Admin, Teacher, and Customer Account views of Enrollsy and the apps. Here are a few things to make a note of:

  1. Activities appear within the context of these three entities:
    - Enrollee
    - Instructor
    - Class

  2. Activities have a display order. The display order on this page is everywhere throughout Enrollsy and in the Teacher and Customer Apps. You can easily change the order by clicking on the six dots to the left of an Activity's icon and dragging it up or down.

  3. There are system Activities. These are commonly used defaults that come with Enrollsy. You can hide all of them except the Check-In and Check-Out (if you don't need to use this Activity, we recommend moving it to the bottom). If you hide an Activity, you can see and add the hidden ones by clicking on the Show Hidden link at the top right of the panel.

Follow these steps to edit a custom Activity:

Step 1 - Activities Page

Head to the Activities page (My Company > Activities tab). Click the cog icon to open the settings beside the Activity you want to edit.

Step 2 - Edit Activity Settings

In the window that opens, you can edit the following:

  • The name of the Activity under "Label"

  • The icon - Choose from the Default Icon List or by typing in the search bar

  • The Activity color from the color blocks or enter your color hex.

Step 3 - Edit Visibility

You can edit 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.

Step 4 - Attach Activity Form

You can also attach an Activity Form (optional).

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.

Step 5 - Order Activity List

Click the dots beside an Activity and drag it to reorder your list as you see fit.

how to create an activity in Enrollsy


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