Xeople Knowledge Base

Quick Add Activity

The Activity feature is essential, but we wanted to make it easier and faster to use. So, we’re introducing a new feature called Quick Add Activity. With this, you can log your interactions with clients, candidates, or employees in just a few seconds, improving your experience.

Key Advantages:

• No more need to fill out detailed information to create an activity.
• The system auto-fills the activity title based on category and relevance.
• Attendees are auto-filled from related users, and you can add more as needed.
• Two-way synchronisation, as already in the system.
• The system automatically fills in the current date and time when you create an activity.
• Default public access permission automatically selected on the screen.
• Emails are sent to the organiser by default.
• Calendar invitees are automatically selected (based on email connections) and sent to all invitees in one calendar event. You can uncheck this based on your needs.
• Attach multiple files at once, and remove them by clicking the cross icon.
• Only job-specific placeholders are shown in the list; all others are removed.
• If the system can’t find a dynamic tag value, it displays a placeholder.
• Activities are added to the Recent Activities section of selected users under their Summary Page.
• Edit the Online Meeting URL.
• Time zone is selected by default based on the organiser’s account preferences, but you can change it.
• Editing an activity triggers email notifications.
• Organisers can mark activities as done using a toggle; these become non-editable once marked as done.
• Activities with past dates are grayed out and non-editable.
• Inserting a template fills the title, description, and attachments in the respective fields.