- To add people to the Activity, click the icon under ‘Who’.
- You can add a person in ‘Contacts’ by clicking on the ‘+’ next to their name, and they will then appear in ‘People Added’.
Please Note: Only users will appear here if they have been created by your Company Administrator in the Admin app.
You can also search for a particular user.
When you have added the users to the Activity you can give them a ‘Do’ or ‘View’ role.
| Do Role | View Role |
| This means the activity is something for this user to DO. | This means the activity is only for the user to VIEW. |
Next Step: Adding an Activity Owner