Activities

The Activities module records every action and event relating to cases — client meetings, telephone calls, court hearing attendances, preparation of submissions, and document analysis. Each activity can carry a financial value and be linked to a case, client, and collaborators, giving an accurate record of work performed and a basis for invoicing.

Note:  For an activity to appear on a case, link it to that case via the Case field on the entry form.

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In this article

• Open the activity list
• Create a new activity
• Enter activity details
• Save the activity
• View activity details

Open the activity list

• In the main menu, click Activities.

The list shows the activity name, price and currency, payment method, the user who created it, and the start and end times.

[ Screenshot — Activity list ]

Note:  If you cannot see this option, you may not have the required permissions. Contact your office administrator.

Create a new activity

• Click Add activity (+).

[ Screenshot — Add activity button ]

Enter activity details

• Name (required) — e.g. Client meeting, Telephone call, Preparation of submission, Court hearing attendance, Document analysis.
• Start time (required) — select the date and time.
• End time (required) — select the date and time.
• Activity type (required) — select from the Activity types codebook.
• Description (optional) — free text with additional notes.
• Price (optional) — the activity amount.
• Currency (optional) — select from the Currencies codebook.
• Payment method (optional) — select from the Payment methods codebook.
• Case (optional) — link the activity so it appears in that case's Activities tab.
• Client (optional) — link the activity to a client.
• Collaborators (optional) — select users who participated.

[ Screenshot — Activity creation form ]

Save the activity

• Click Save.

The activity appears in the list and, if linked to a case, in that case's Activities tab.

[ Screenshot — Save button ]

View activity details

Open an activity to review all recorded data.

Edit an activity

• Click Edit (pencil icon in the top bar).
• Modify the required details.
• Click Save.

The Activity history section shows every change with the date, time, and user.

[ Screenshot — Activity details ]