---
title: Activities
description: This is an overview of how to create and update notes and follow-ups.
---

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1. [Knowledge Base](https://help.techf.com/migration/knowledge?hsLang=en)
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# Activities

## This is an overview of how to create and update notes and follow-ups.

### Activities vs. Follow-Ups

In Core, "activities" encompass both notes and follow-ups added to a party record, serving as a general term for these types of entries.

The activity becomes a note once it is marked as "complete."

![Note](https://help.techf.com/hs-fs/hubfs/Note.png?width=421&height=47&name=Note.png)

### Follow-Up Dates

By default, a follow-up is automatically generated for three business days. The administrator sets the follow-up duration for custom activities during the activity creation.

### Default Activities

Existing follow-ups include agent follow-up, campaign follow-up, case follow-up, contract follow-up, and opportunity follow-up. New follow-up types can be created in the Administration menu under Activities.

### IMPORTANT TERMS

**Activity:** An activity within Core refers to a task, action, or event designated to an agent, case manager, or other users to track progress, maintain records, and manage workflows within the system.

**Is Complete?:** This indicator is used to specify that the activity is a note. If left unchecked, the activity will remain as a follow-up.

**Auto-Complete:** Custom activities in Core can be set up to be marked as complete by default, so they are automatically treated as notes in the system.

**Default Days:** A setting that determines the number of days from the current date that a follow-up will be automatically set as its due date.

**BI Enabled:** A setting that determines if the activity is reportable in Power BI. 

**Web Note Enabled:** A setting that controls whether agents in the Portal can view an activity.

**Party Level:** A setting determining whether an activity can be added to a party record.

**Contract Level:** A setting determining whether an activity can be added to a contract record.

**Case Level:** A setting determining whether an activity can be added to a party case record.

 

The fields **Case Creator** and **Communication** will be removed from the system soon.

 

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