As you may have read in our Basic concepts article, activities are tasks that should be completed in your onboarding process by a given date. Activities are basically the building blocks of Workleap Onboarding; they make up the to-do list for every onboarding plan!
Here are a couple of good examples of what you might create an activity for:
A welcome clip by the CEO that should be watched by a new employee on their first day.
This is a reminder and instructions to the IT department to create a company email for new employees before their first day.
Activities have amazing features. You can attach resources and clips to make instructions fun and accessible, and you can create reminder dates so that notifications are sent to assignees. In this article, we’ll break down each feature available in activities so that you can create a truly personalized onboarding experience!
If you already understand an activity and want to add, edit, or remove it from a plan, see Manage activities.
Activity features
1. Title
Click to create an activity title. Try to make this title as descriptive as possible so that it gives an assignee a hint of what they’ll have to do. The title is what shows on the plan calendar and on an assignee’s Home page. You can also select an emoji to enhance your activity.
2. Description
In this section, you can write an introduction to the task the assignee is going to work on.
3. Feed
In the feed section, you can see comments and reactions that you and others have made on the activity. If you wish to post a comment on the activity, you can do so from the feed section and select if it should be visible to everyone or to the plan's editors only. You can also notify your teammates by tagging them.
4. Status
This section displays the current status of the activity and allows you to update it. If you’re not ready for your activity to become part of a plan, you can mark it as a draft in this section. Draft activities will not show up for assignees.
5. Start date and due date
By default, a new activity's start date is filled in based on the calendar day you created it. Click the date, and a dropdown opens where you can change the start date, add a time, and set a due date.
6. Assignees
Click the plus sign to assign an activity to a teammate. The assigned teammate will be notified. The activity and all its instructions will appear on the assignees’ Home page to complete.
7. Support contact
The contact person will receive feedback and reactions from the assignees of a task.
8. Checklists, attachments, and clip requests
Checklists allow you to write out individual steps for an activity or place helpful clips and resources for information. You can add resources and clips as checklist items so that assignees have all the material they need to complete an activity. You can even request a clip from a teammate from inside a checklist item!
More information on checklists, such as adding and ordering multiple checklists, and editing checklists, is in the Activity checklist.
9. Clip
We suggest you record a video or audio clip to give a more personalized intro to the activity. You can read more about clips in our article Recording clips.
10. Meeting
To add a meeting to an activity and sync it to your calendar, click on Meeting. This opens up options to configure your meeting. See our articles on Calendar sync integrations for more information on connecting your outside calendars.
11. Actions
By clicking on the three dots at the top right, you will be presented with some actions allowing you to duplicate the activity, to copy it to another plan or template, and to delete it.