how do I create an activity

How do I create an activity?

Creating an Activity

 

Under the activities functionality, you may name a volunteer activity for which you wish to track hours.  This is not a communication group.  This functionality and reporting falls in line with the “Three for Me” reporting requirements for the National PTA program.  By creating an activity and checking the “Publish” box, your members can volunteer to the groups and add their own hours.  As always you may choose to only track the volunteer hours yourself.  In which case, you will not click on the “Publish” box. Once you do not wish any additional hours to be added to the activity go back in and click on the box to the right of “Locked”.

It is important to note here, that this functionality is intended to track hours and not to be used for communications, though it can function in parallel.  If you wish to communicate by volunteer group, create them in the “Manage Groups” area and link people to the group.

  1. Log into your Administrative Dashboard

    If you cannot reach an administrative side click on the "Contact Us" button in the upper right side of the screen.

  2. Locate the Activities Box on you Admin Dashboard. 

    It will be the box with the blue ribbon icon and click on the blue words “Create an Activity” .

  3. If you come to a screen with a video you may wish to click on the hide video button.


  4. To add an activity start by click on the "Actions"  button.


  5. Enter the following information in this dialog box that pops up:

    • Name of Activity: Ex: Fall Book Fair.

    • Description

    • Location of activity

    • Date and time

    • Published:  Do you want parents to self-join and add hours to the activity?

    • Locked:  Check mark this when you wish to close the editing of hours for the activity.  (no one can list any more hours under the activity)

    • Categories for the activity – reporting purposes




  6. Once you have added this essential information you will need to select a group of people who can join this activity. 

    For example if this was a fourth grade project you would want to select only fourth grade parents and therefore only check mark the 4th grade.

  7. Click on the green "Save" button.