Every activity completed through Smokeball is tracked through Activity Intelligence.
For activity done outside of Smokeball, you can create an activity and add it to Activity Intelligence.
Note: If you are logging time for billing, it may be easier to enter your time as a Time Entry.
- You can create an activity from the home screen or with a matter by selecting the Activity button.
- Select the date, staff, duration, and assign the appropriate matter for the activity
- Enter details of what you want to appear on Activity Intelligence and Save
- The activity will appear in Activity Intelligence as a task.
Did you know...
- You can create activities from the Home Screen Action Bar, but make sure you assign an appropriate matter