Overview of Activities

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Quick Links

  1. Navigate to Activities within a Marketing Plan
  2. Create an Activity within a Marketing Plan
  3. Link an Existing Activity to your Marketing Plan

 

Navigate to Activities within a Marketing Plan

1. To view and add activities on your Marketing Plan, navigate to the Individual Marketing PlanFor more information about navigation, click here.

2. On the Individual Marketing Plan Overview section, click the “Activites” tab on the left.

3. In the Activities section, you can view all the activities created for the Individual Marketing PlanBy default, the tasks are displayed in a table view. To learn more about activity table views, click here.

4. Once you have identified an Individual Activity that you wish to view more information about, click on the Individual ActivityTo learn more about the Individual Activity Summary tab, click here.

 

Create an Activity within a Marketing Plan

Nominating activities to your marketing plan in WorkSpan is very simple; there are essentially two main paths in which activities are added to a plan.

With option number one, via Link Existing, you can link any of your existing Activities to your Marketing Plan. To learn how to link an existing activity, click here.

1. Hover over the Activites section tab on the left to reveal the “+” button.

2. Click the “+” button.

3. Select “Add New” from the dropdown.

4. In the Create an Activity tab, you will fill out three key sections, including Activity Overview, Activity Details, and Partners & Members.

Note: The Activity Template may vary based on your individual company needs. Feel free to contact your Network Success Manager to discuss your companies customization needs.

5. In the Activity Overview section, enter the opportunity name, partner engagement status, account name, and more.

6. Once done, click “Next”. 

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7. In the Activity Details section, enter the industry, region, and product.

8. Once done, click “Next”.

Note: If you would like to skip option sections, click the “Create Activity” button at any point.

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9. In the Partners & Members section, enter the names or emails of people in your network under the Share with People field. By default, members will be added as Participants. To learn more about Access Levels, click here.

10. Under the Partners field, you can also enter names of companies or partners in your network with whom you want to share.

11. If at any point you would like to make changes and go back to a previous section, simply click the “Back” button.

12. Once done, click “Create an Activity” to create your opportunity. Success! 

13. A confirmation message will appear upon the creation of your opportunity. Click “Go to Activity” to immediately jump into your newly created opportunity!

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Link an Existing Activity to your Marketing Plan

1. Hover over the Activites section tab on the left to reveal the “+” button.

2. Click the “+” button.

3. Select “Link Existing” from the dropdown.

4. In the available field, select the Activites which you want to associate with the Marketing Plan.

5. Once selected, click "Add" from the bottom right.

 

Next Up » 

Overview of Activities

Activity Table Views

Manage and Update your Activity from the Activity Table View

Align Your Team and Track Metrics on your Activity

Joint Marketing Pro Training 

Advanced Marketing Plan Management Tips

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