Activities App Preferences

The Activity Preferences screen can be accessed from your Method dashboard by clicking the vertical ellipsis () on your Activities App and selecting Preferences.

Activity

  • Do not send Emails when activities are assigned to me: If you create an activity and assign it to yourself, this checkbox will suppress the notification.
  • Default Activity Type: The default type when you open the New activity screen.
  • Default Activity Type for Calendar: The default activity type when you create an activity in the Calendar.
  • Default Activity Status: The default status when you open the New activity screen.

Follow-up

  • Default Follow-Up Type: The default type when you click “Schedule a follow-up”.
  • Default Follow-Up Status: The default status when you click “Schedule a follow-up”.
  • Default Follow-Up Days: How many days after the initial activity the default follow-up will take place.

Company preferences

These preferences are only visible to users with administrative permissions, and affect the entire Method account.
  • Activity Email Notification Template: The default email template sent out when an activity is assigned to a user.
  • Activity Follow-Up Notification Template: The default email template sent out when a follow-up is assigned to a user.

Click Save to save these changes.

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