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Activity Details

The activity detail page gives you a complete view of an activity's information, with the ability to edit fields, update status, manage photos, and handle reviews.

Accessing the Detail Page​

You can open an activity's detail page by clicking on the activity from:

  • The location detail page activity list
  • The Activity Planner page
  • The Route Planner page

At the top of the page, you'll see a navigation link to return to the previous view.

Page Sections​

Activity Overview​

The overview section displays:

  • Title — The name of the activity.
  • Description — Additional details about the work.
  • Scheduled Date — The planned date.
  • Start Time / End Time — The time window, if set.
  • Price — The amount to be charged.
  • Status — The current activity status, shown as a colored badge.
  • Tags — Any tags assigned to the activity.
  • Notes — Internal notes visible to your team.

Activity detail overview section

Activity detail overview section

Status Management​

You can change an activity's status using the status controls at the top of the page:

  • Start — Move from Scheduled to In Progress.
  • Complete — Mark the activity as finished. Records the completion timestamp.
  • Cancel — Cancel the activity.
  • Can't Complete — Mark the activity as unable to be completed. This automatically flags the activity for review and requires you to provide notes explaining why.
  • Uncomplete — Revert a completed activity back to its previous state.
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Employees assigned to the activity's route can update the status but cannot edit other activity details.

Review System​

Activities can be flagged for review when something needs attention. The review section shows:

  • Review Status — Whether a review has been requested.
  • Review Notes — Notes from the person who requested the review.
  • Requested By — Who flagged the activity for review and when.

If a review is pending, admins can:

  • Resolve Review — Mark the review as resolved with optional resolution notes.
  • Clear Review — Remove the review flag entirely.

When an activity is marked as Can't Complete, it is automatically flagged for review.

Activity review section

Activity review section

Photos​

The photos section displays any images attached to the activity. From here you can:

  • Upload photos — Click the upload button to attach images.
  • View photos — Click a photo to open it in a lightbox view.
  • Delete photos — Remove photos you no longer need.

See Activity Photos for more details.

Recurring Information​

If the activity is part of a recurring series, this section shows:

  • Repeat Pattern — How often the activity repeats (e.g., Weekly).
  • Repeat Interval — Every N periods.
  • Days of Week — Which days the activity occurs on.
  • End Date — When the recurrence stops.

Editing an Activity​

  1. Click the Edit button on the activity detail page.
  2. Modify the fields you want to change.
  3. Click Save Changes to apply.

Editing Recurring Activities​

When you edit an activity that is part of a recurring series, FlowForth will ask you to choose the scope of your changes:

  • This activity only — Apply changes to just this single instance.
  • This and future activities — Apply changes to this instance and all future instances in the series.

If your changes affect the price of activities that are already on invoices, FlowForth will show a preview of the impact before applying changes.

See Recurring Activities for more details on update scope behavior.

Recurring update scope dialog

Recurring update scope dialog

Deleting an Activity​

  1. Click the Delete button on the activity detail page.
  2. Confirm the deletion in the dialog.
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Deleting an activity is permanent and cannot be undone. Activities that have already been invoiced should typically be cancelled rather than deleted.

Who Can Edit Activities?​

  • Organization Admins can view, create, edit, and delete all activities.
  • Employees can view activities on their assigned routes and update the activity status.

For more about roles, see Understanding User Roles.

See also​

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