Skip to main content

Creating an Activity

This guide walks you through creating a new activity in FlowForth.

Before You Begin​

You need the Organization Admin role to create activities. You must also have at least one location set up, since every activity belongs to a location.

Step-by-Step​

  1. Navigate to the location detail page for the location where the activity will take place.
  2. In the Activities section, click the Add Activity button.
  3. A form will appear with the following fields.

Basic Information​

  • Title (required) — A short name describing the work to be performed (e.g., "Weekly garden maintenance").
  • Description (optional) — Additional details about the activity.
  • Scheduled Date (required) — The date the activity is planned for.
  • Start Time (optional) — When the activity should begin.
  • End Time (optional) — When the activity should end.

Pricing​

  • Price (optional) — The amount to charge for this activity. This will be used when generating invoices.

Tags​

  • Tags (optional) — Select one or more tags to categorize this activity. Tags help you filter and organize activities in the planner view.
tip

If you have tag rules configured, tags may be applied automatically based on the location's address details.

Very Important Job​

  • Very important job (optional) — Tick this checkbox to flag the activity as high-priority. When set, the activity is shown in an attention-grabbing highlight color everywhere it appears — the Client Calendar, the Activity Planner, the Route Planner, and the dashboard — so it stands out at a glance.
tip

If the location's client is marked as a Very Important Client, this checkbox is already ticked for you when the form opens. You can still un-tick it to create a single normal activity for that client.

Recurrence​

If this activity needs to repeat on a regular schedule, you can configure recurrence settings:

  • Recurring — Toggle to enable recurring scheduling.
  • Repeat Pattern — How often the activity repeats: Daily, Weekly, Bi-Weekly, Monthly, or Yearly.
  • Repeat Interval — Repeat every N periods (e.g., every 2 weeks).
  • Days of Week — For weekly or bi-weekly patterns, select which days the activity occurs.
  • End Date (optional) — When the recurrence should stop. If not set, instances will be generated up to a system-defined limit.

See Recurring Activities for more details on how recurring scheduling works.

  1. Click Create Activity to save.

The new activity will appear in the location's activity list. If you configured the activity as recurring, FlowForth will automatically generate future instances based on your recurrence settings.

What's Next?​

After creating an activity, you'll typically want to:

  • Assign it to a route — Add the activity to a route for daily planning. See Route Planning Overview.
  • View the planner — Use the Activity Planner to see all your activities in a calendar view.
  • Add photos — Attach photos to the activity for documentation. See Activity Photos.

Was this page helpful?