---
title: Creating Activities
description: Here is a glossary of terms related to adding new activities in Core.
---

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# Creating Activities

## This is an overview on how to create custom activities in Core.

### **What is an 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. These activities may involve follow-ups or other necessary actions for daily operations.

### Key Features of an Activity:

**Tracking and Management:**

 Activities help track tasks that need to be completed, ensuring nothing is overlooked. T

**Reporting and Follow-Up:**

- Activities can be used for reporting purposes, allowing managers to see completed and pending tasks.
- Follow-ups can be scheduled automatically or manually based on workflow requirements.

### Existing Activities:

The following activities already exist in Core:

- Agent Follow Up
- Campaign Follow Up
- Case Design
- Case Follow Up
- Case Review
- Commission Issue
- Contract Follow Up
- Email
- Note
- Opportunity Follow Up

### Other Activities can be created:

Activities are created in the **Administration Menu** under the **Activities** section in Core. Here, you can create specific activities by specifying its name, type, and other details and adjusting settings like due dates and reporting preferences. 

**Configure Activity Settings:**

- **Auto Complete:** Set this option if you want the activity to be automatically completed, turning it into a note instead of a follow-up.
- **Default Days:** Enter a specific number of days to let the system calculate the activity's due date.
- **BI Enabled:** Enable this setting if you want the activity to be included in reporting.
- **Web Note Enabled:** Check this option if you want agents on the Portal to access the activity.
- **Party Level:** Specify if the activity applies to a party level, such as a client or agent.
- **Contract Level:** Indicate if the activity should be applicable on a contract level.
- **Case Level:** Specify if the activity applies to a case level.
- **Case Creator:** Note that this indicator will be removed.
- **Communication:** Note that this indicator will be removed.

### Important Terms

- **BI** refers to Core reports created using Power BI tools.
- **Web Notes** are notes that are accessible to agents through the Portal, providing them with important information and updates.
- In Core, the **Campaign** section is utilized by sales and marketing teams to create and manage marketing campaigns, as well as track agent participation to ensure successful campaign execution.
- **Opportunities** are pre-sales activities that are tracked on an agent's profile, helping them identify potential leads and convert them into successful sales.

 

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