Attach activities to a Meeting or Visit event

During a Meeting or Classroom Visit with your team member(s), you may want to associate specific, related activities to this event. This might be, for example, some photographic Evidence from a Classroom Visit, or an agreed-upon Goal or Action Step from a regular Meeting.

To associate additional activities to a Visit or Meeting, navigate to the Meeting or Visit page itself and click on the blue Add Activity button in the upper-right corner.

Select the activity type you would like to create as an outcome of this event.

Pro-tip: More information about sharing Evidence and Resources can be found in this dedicated help doc. 

Once your activity has been saved, it will now be directly associated with this event and you'll see it appear on the right-hand side panel.

This activity will also appear as a stand-alone item in the activity feed of your team member's Profile, for quick access down the road.