How activities work
An activity is a task a partner completes to earn points, such as a pitch competition at an event. The partner confirms they completed the task (clicks "I've done this"), and an admin reviews and approves it before points are awarded.
Activity workflow:
Once added, a card for the activity appears within the initiative.
The partner reviews the task instructions and confirms they completed it.
The admin reviews the submission in Inbox under Initiative Management.
Once approved, the points are awarded to the partner.
This is what an activity looks like once it's live. The blue text can be customised.
How to request a new activity
To help the ActivitySource team action requests promptly and avoid them getting lost in long email threads or stuck in a single inbox, send each request as a new email to the support team inbox.
What to include in your request
Using the screenshot above as a reference, include the following:
Initiative — which initiative do you you want to add this activity to.
Title — appears at the top of the page and as the title of the tile.
Short description — appears under the heading and in the tile.
Step-by-step instructions — appears in the grey box under step 1.
Long description: — appears on the right under More info.
Image — provide a link to the image you want to use.
Linked stage — which initiative stage this belongs to.
Points to award — the number of points this activity should award.
Who can complete it? — whether this should be restricted to a role, and whether one or all team members can complete it.
None / engineers only / sales only
All team members can complete / only one team member can complete
How to send your request
Fill out the request template above.
Send the information in a new email to [email protected]
Use the subject line: New Activity Request
What happens next
We'll create the activity and reply to confirm once it's live in your initiative typically within 3 business days. If anything's missing, we'll come back to you to clarify before setting it live.