Add an Activity

triConvey's Activity Intelligence helps keep track of every matter you open, calendar event, document created, tasks, emails sent/received and memos.  There are some tasks or events you may want to keep track of that happen outside of triConvey.

Table of Contents

• Getting Started
• Add an activity from a Matter
• Add an activity from Activity Intelligence View
• Did you know

Getting Started

Make sure you add all additional activities and tasks completed to a specific matter to ensure you have the most accurate information for your activity.

Add an activity from a Matter

1.    Select the Activity tab and click Activity from the Matter Action Bar.

• Date is defaulted to the current day but you may change this.
• Staff name of current user is pre-filled and can be changed if the activity was carried out by another staff.
• Enter Duration in the format of hh:mm.
• Matter is automatically linked to the matter you generated this activity from.
• Enter details of what you want to appear on Activity Intelligence.

Add an activity from Activity Intelligence View

1.    Select Activity from the left panel of the triConvey Home Dashboard.

2.    Select Activity from the Action Bar.

Tip:  Remember to enter a matter in the Activity by typing the client's name or clicking Browse.

3.    The activity will appear in the Activity calendar and your Auto:Time preview tab.

Did you know

• triConvey automatically tracks your Activities completed in triConvey and assigns a time value to it.  These Activities will appear on the Activity tab or Auto:Time  preview tab.
• You can amend an Activity from the Activity tab by double-clicking on it.