Create activities from the shortcut button (+) in the navigation bar

Create activities from the shortcut button (+) in the navigation bar

It is possible to create activities by clicking on the shortcut button (+) at the top right of your screen:

Click on the type of activity.



Information on the activity should then be provided:time, and thebenefit, and thecosts, and thedisbursements.

These activities will appear in the file chosen during the creation of the activity but also on the client's file.They may be charged.

    • Related Articles

    • Create activities from a customer record

      It is possible to create activities since thecustomer profile: Click New Activity and then click the type of activity. It is then necessary to complete the activity information:time, and thebenefits, and thecosts, and thedisbursements. You will have ...
    • Create activity from a matter

      It is possible to create activities from a matter: Click on New activity then choose the type of activity. It is then necessary to complete the activity information:time, and thebenefits, and thecosts, and thedisbursements. If this matter contains ...
    • Export activities from a folder

      To export theactivitiesmade on afile: Go to your file Click onExport A file in .csv format downloads: It contains information about the file, activities, stakeholders, clients, detailed amounts and status of activity whether billed or not.
    • Transfer activities from one file to another

      You can transfer some or all of the activitiesnot chargedfrom a folder to another folder of your choice. You can select theactivities one by one, or all related activities by checking "Election all". Once your activity or activities have been ...
    • Seize times, fees, discounts and benefits

      You can create activities in several different ways. It is possible to create an activity: from a file from a customer record with the help of the time by converting an appointment into a billable activity by converting a task into billable activity ...