Activities Overview

Activities in FlowForth represent the individual jobs or tasks you schedule at client locations. They are the core unit of work — everything from daily planning and route management to invoicing starts with an activity.

What Is an Activity?

An activity is a scheduled piece of work performed at a specific location. Each activity belongs to a location (which in turn belongs to a client), and can be assigned to a route for daily planning.

How Activities Are Used

Organizing Your Work

Activities connect to the rest of FlowForth through a simple hierarchy:

• Clients have one or more Locations
• Locations are where Activities take place
• Activities are grouped into Routes for daily planning
• Completed activities are used to generate Invoices

Key Activity Information

Each activity record can store:

• Title — a short name describing the work to be performed
• Description — additional details about the activity
• Scheduled Date — the date the activity is planned for
• Start Time / End Time — optional time window for the activity
• Price — the amount to charge for this activity
• Status — the current state: Scheduled, In Progress, Completed, Cancelled, or Can't Complete
• Tags — labels for categorizing and filtering activities
• Photos — images attached as evidence or documentation
• Notes — internal notes visible only to your team

Recurring Activities

Activities can be set up as recurring, meaning they automatically repeat on a defined schedule (daily, weekly, bi-weekly, monthly, or yearly). This is useful for clients with regular service agreements. See Recurring Activities for details.

Activity Status

Each activity goes through a lifecycle represented by its status:

Status	Meaning
Scheduled	The activity is planned but work has not started
In Progress	Work is currently underway
Completed	The work has been finished
Cancelled	The activity was cancelled and will not be performed
Can't Complete	The work could not be performed and needs review

Managing Activities

FlowForth provides several tools for working with activities:

Action	Description
Creating an Activity	Create a new activity at a location
Activity Details	View and edit activity information
Recurring Activities	Set up repeating activities
Activity Planner	Use the planner view to schedule and manage work
Activity Photos	Attach photos to activities
Tags & Tag Rules	Organize activities with tags and auto-tagging
Importing Activities	Bulk import activities from a CSV file
Activity Confirmations	How client confirmations work

Who Can Manage Activities?

Activity management requires the Organization Admin role. Regular employees can view activities assigned to their routes and update the status of those activities, but cannot create, edit, or delete activities.

For more about roles, see Understanding User Roles.

See also

• Route Planning Overview — Learn how activities are grouped into routes for daily planning
• Locations Overview — Understand how locations connect to activities and clients
• Invoicing Overview — See how completed activities flow into invoices