Now that you’ve created your first project, you can now add all related activities.
There are two ways you can create an activity. The first option is to navigate to the project within which you want to create your activity, click ‘open’ and then click on the ‘plus’ icon to add your new activity.
The second option is to add an activity via the home dashboard. As you do with the above step, click on the ‘plus’ icon in the activity section of the Home dashboard to add your new activity.
Name your activity
You’ll need to name your activity. Give it a name that’s clear for the whole team to understand.
Choose an activity ‘type’
There are six activity ‘types’ to choose from, which are listed below. You can learn more about each activity type by clicking on the links:
HX Brand Video
HX Brand Control
HX Brand Social Insta
HX Brand Social Facebook.
Give your activity a description
Now give your activity a description. This will provide a brief overview for your team to understand, which is particularly helpful when reporting on the results.
Set the start date
This is for internal use only and won’t affect the actual start date of your activity. It’s helpful to set this in case someone else on your team has the task of launching this activity.
Assign your activity to a project
If you created your activity directly within a project then you can ignore this step as the activity will automatically be assigned to the project.
If, however, you created your activity from the home dashboard you will need to assign it to an existing project. Click on the drop-down menu to assign it to a project*.
*If you want to assign an activity to a new project you'll need to exit the activity setup window, go to the project section and create a new project from there. Once you've done that you can create a new activity within that project.
Once you’re happy with your activity setup, click on the ‘Add’ button.
Setting up your activity
Once you’ve created your activity, you can review, manage and launch it from the activity dashboard.
For more information on how to set up every activity type, click on one of the links below: