Keep track of your to-do list with the Activity tool in Delenta. You can create activities in the associated contact record on My Contacts page on your coach portal.
How to create an activity
In your coach portal, navigate to My Contacts
In the Contact record you want to associate the activity with, click VIEW DETAILS → Activity
If this is the first Activity you are creating, then click on Add a new activity.
In the Activity screen complete the following fields to add an activity:
Type: select Call, Meeting, or Note.
Title: enter an Activity name in the Title field.
Short Description: enter details about your activity.
Due date and time: select the due date and time.
Send reminder: select the checkbox, to receive an email reminding of your activity before the due date and time.
Click Save.
Note: Only you can see your activities.