How to add an activity to OS

Whether you’re scheduling meetings, assigning tasks, or syncing calendars, Synup OS makes it easy to manage everything from a single place. In this section, you’ll learn how to create, assign, and track activities so you and your team never miss a client update.

1. Create a New Activity or Task

Getting started with task management begins by creating activities. Synup OS streamlines this process:

• Navigate to your Synup OS dashboard and open the Meetings tab under the Activities section. Here, you’ll see all your ongoing meetings and activities displayed on the calendar.

• Click the New Activity button in the top-right corner.

2. Specify the Type of Activity

• Select the type of activity you want to add:
  
  

• Task: Assign a specific responsibility to a team member.
  
  

• Call/Meeting: Schedule a call or meeting, add attendees, meeting notes, and location details.
  
  

• Other: Log any other type of activity to help your team prioritize.

Add all the relevant details to the activity like Name, description, schedule, etc.

3. Assign Activities/Add Attendees

After creating the activity, assign it to the right team member and link it to the relevant client/lead. 

You can also assign the activity to a specific team member or add attendees to a meeting (your client or lead)

Next, you can include campaign notes relevant to the activity or meeting and also add a meeting location.

This ensures all information stays connected and organized, reducing confusion later. 

Please note: You can only link those clients to a meeting/activity who are already added to your OS client dashboard. Learn how to add a client to OS.