How to Create, View, Edit, and Delete a Call Activity

This activity type helps to log meeting minutes to provide future context to your teams.

How to create a call activity

1. Select either global Activity from the navigation panel or click Create Activity from the ticket’s activity tab.

2. By default, task will be selected as the type of activity. Change the Task type to Call.

3. If an activity is created from a ticket details page, the respected ticket and requester information will be auto-filled in the Ticket and Contact sections, respectively. If not, these sections will remain empty.
4. Since it is a Call type, you should update collaborators, start time, end time, and time zone properly.
5. Status and priority are set by default to Open and Normal, accordingly.

6. After filling the required fields, click the Create button.

How to view and edit call activity

To view and edit call activity from ticket’s activity tab,

1. Select the Preview option from the More menu, or click the row.

To view and edit call activity from activity module, follow the given steps:

1. Go to the Activities module.
2. Select an activity ID on the grid or select the Preview option from the More menu.

How to delete call activity

Call activity can be deleted either from the activity detail page or from the ticket activity’s tab as illustrated in the following images,
Click the Delete option from the activity detail page.

(or)
Choose the Delete option from the ticket’s activity tab.