Add an Activity to My Activities Dashpart

You can add an activity to the My Activities dashpart for tracking and reporting your activities. You can also add activities from the Activities hub, Calendar, and Activities tabs in most of the hubs.

To add a new activity to the My Activities dashpart:

1. In the Navigation pane, go to the My Stuff section and select Dashboard > My Activities.
2. Click + Add Activity to display the Activity dialog box.
3. On the Overview tab, specify a subject for the activity, as well as a date or date range and a time frame.
4. Complete additional information related to the new activity, such as the activity's type, date, location, priority, reminder notification, and if the activity repeats as part of a recurring pattern, or is private, and other available field information.
5. In the Stakeholders section, add Attendees (employees and contacts) and Clients to the activity record as needed.
6. In the Associations section, select an Opportunity, a Project, and/or a Marketing Campaign associated with the activity if available. If your administrator has included activities in any user-defined hubs, you can associate them as well.
7. On the Files & Links tab, you can add links to content, such as documents, graphics, web sites or other information relevant to the activity, which can be shared with other attendees. You can also upload files to an activity.
8. Click Save.