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= Adding Activities to Activity Sets=
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After [[ActSetsCrtDlt#CrtgActvSet|creating an activity set]], add the activities, by opening the '''Activities''' pane.
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To add activities to an activity set:
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<ol>
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<li>{{AnchorDiv|AvailActv}} In the '''Activities''' pane, click '''Assign regular activities''' [[File: WM_851_agent_activities_plus.png|link=]] .<br>  The '''Available Activities''' pane opens.</li>
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<li>From the '''Activities''' list, select the activities that you want to add to this set.<br>  To quickly find an activity in the list, enter the name of the activity in the '''Search''' field.
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{{NoteFormat|You will notice that the activities that are already assigned to an activity set, display the activity set name in a separate column. These same activities are still available to select for the new activities set.|2}}</li>
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<li>Click '''Apply''' [[File: WM_851_agent_activities_assign.png|link=]] .</li>
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<li>In the '''Associated Activities''' pane, click '''Save Now''' [[File: WM_851_icon-save.png|link=]] .<br>  The selected activities are added to the list of activities in the '''Activity Sets''' pane.</li>
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</ol>
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[[Category:V:PSAAS:Julie]]

Latest revision as of 01:56, June 22, 2020

Adding Activities to Activity Sets

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After creating an activity set, add the activities, by opening the Activities pane.

To add activities to an activity set:

  1. In the Activities pane, click Assign regular activities WM 851 agent activities plus.png .
    The Available Activities pane opens.
  2. From the Activities list, select the activities that you want to add to this set.
    To quickly find an activity in the list, enter the name of the activity in the Search field.
    Tip
    You will notice that the activities that are already assigned to an activity set, display the activity set name in a separate column. These same activities are still available to select for the new activities set.
  3. Click Apply WM 851 agent activities assign.png .
  4. In the Associated Activities pane, click Save Now WM 851 icon-save.png .
    The selected activities are added to the list of activities in the Activity Sets pane.
This page was last edited on June 22, 2020, at 01:56.
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