Activity Plans
How to Enable the Related Activity Plan Column on the Task Workspace
Directly on the Task workspace, you can see which Activity Plan a Task is a part of by enabling the right option. To enable that option: Navigate to the Tasks workspace. Open the More Actions menu and click Select columns. Check the box for Related ...
How to Edit Steps when You Activate the Activity Plan
Note: When you activate an Activity Plan that sets up a meeting, the meeting will be scheduled for a default time. Use this method to set those activities to their proper time. Activate the Activity Plan. If you need them, instructions on doing this ...
How to Attach a Letter to a Step in an Activity Plan
In an Active Plan Click Edit on the Activity Plan in someone’s record that you want to modify. Go to the Steps tab. Expand the step you want to modify, then click Edit. Click the Select button in the Add Attachment field. Select the document you want ...
How to Assign Activity Plan Steps to a Coverage Role
Note: An activated Activity Plan has already used the Coverage Group to assign each step to a User. You cannot assign them to roles at that point. Instead, simply reassign the step to the User you want it assigned to. Open the Activity Plan Template ...
Deleting an Activity Plan Template
Before you can delete an activity plan template, first: Find each household or contact that the activity plan has been activated on but have not been completed yet. Cancel, complete, or delete all steps across on each household or contact that ...
Modifying an Activity Plan Template
To modify an activity plan template navigate to the Customize workspace and go to the Activity Plan tab. Optional: Before you make changes to an activity plan, you can preserve the original by using the 3-dot button and selecting Add Copy, then ...
Creating Activity Plan Templates
Navigate to the Customize workspace and go to the Activity Plans tab. Click the Add button and select Activity Plan Template or Targeted Activity Plan Template. This will open a window for creating a new one. Activity Plan Template – Used to create a ...
G5-Letters and Emails in Activity Plans
You can set up an Activity Plan to easily send a letter or email. This document will show you how to create these steps and show you how to use them. Creating an Email Step in an Activity Plan There are two ways to do this. One way uses G5’s email ...
Activating Activity Plans in G5
Purpose Activating an Activity Plan on a Contact or Household assigns it a set of tasks specified in a template. Steps To start an Activity Plan for Household or Contact: Navigate to the Contacts workspace. Open the record of the Contact or Household ...
Modifying Steps in Ongoing Activity Plans
Viewing Activity Plan Steps To identify which activities on a Household or Contact belong to an Activity Plan: Open that Household or Contact’s record and go to the Activities tab. Select the All Items or Activity Plans filter. Click the Edit button ...