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Creating New Activities

Creating New Activities

9/22/2026
Activities

Activities can be created from several areas in DonorDock, depending on what you are working on and how you want the Activity to be connected.

Before You Create an Activity

When creating an Activity, the available fields will vary based on the Activity type you select.

Most Activities include information such as:

  • Contact

  • Assigned To or By

  • Subject

  • Activity Date or Due Date

  • Priority

  • Status

  • Notes

  • Campaign

  • Appeal

Additional fields may appear depending on the Activity type. For example, Volunteer Activities include volunteer-specific information, while Tasks and Asks include fields related to their respective Boards.

Activity Status

When creating an Activity, select the status that reflects its current state:

  • Incomplete if the Activity still needs to be completed

  • Complete if the Activity has already occurred

  • Canceled if the planned Activity will no longer be completed

Incomplete Activities may also be added to the ActionBoard when you want the assigned team member to track and complete the Activity later.

Create an Activity from the Quick Add Menu

The Quick Add menu lets you create an Activity without leaving the page you are currently viewing.

  1. From any page in DonorDock, click the blue and white + in the upper-right corner.

  2. Select Add Activity.

  3. Select the Activity type you want to create.

  4. Search for and select the contact associated with the Activity.

  5. Complete the fields for the selected Activity type.

  6. Set the Activity's status to Complete, Incomplete, or Canceled as appropriate.

  7. Add the Activity to the ActionBoard when available and needed.

  8. Click Create and Save.

Create an Activity from a Contact Record

Creating an Activity directly from a Contact record automatically associates the Activity with that contact.

Open the Contact

  1. Navigate to Contacts.

  2. Search for the contact.

  3. Click the contact's name to open their details page.

Add the Activity

  1. Click +Add in the upper-right corner of the Contact record.

  2. Select Add Activity.

  3. Choose the Activity type.

  4. Complete the applicable Activity fields.

  5. Select the appropriate status.

  6. Click Create and Save.

The Activity will be added to the contact's Activity history and can be viewed from their Activity and Gift Timeline.

Create an Activity from the ActionBoard

The ActionBoard is designed for managing incomplete Activities and follow-up work.

Activities may be created from the ActionBoard by:

  • Clicking Add Action on a Nudge card

  • Moving a Nudge into the Action lane

  • Clicking Add Action in the upper-right corner of the ActionBoard

To create an Activity:

  1. Open the ActionBoard.

  2. Click Add Action using one of the available options.

  3. Select the Activity type.

  4. Select the contact the Activity is for.

  5. Enter the Activity date or due date.

  6. Set the Activity status.

  7. Add notes, scripts, Campaign, Appeal, or other applicable information.

  8. Confirm the assigned team member.

  9. Click Create and Save.

Incomplete Activities placed on the ActionBoard remain available for follow-up until they are completed or canceled.

Create an Activity from a Campaign

Creating an Activity from a Campaign record automatically connects the Activity to that Campaign.

  1. Navigate to Transactions > Campaigns.

  2. Search for and open the Campaign.

  3. Create a new Activity by either:

    • Clicking +Add and selecting Add Activity, or

    • Scrolling to Campaign Activities and clicking +Add Activity

  4. Select the Activity type.

  5. Complete the Activity information.

  6. Confirm the Campaign field. The Campaign will already be populated.

  7. Click Create and Save.

You may also associate the Activity with an Appeal when applicable.

Create an Activity from an Appeal

Creating an Activity from an Appeal record automatically connects the Activity to that Appeal.

  1. Navigate to Transactions > Appeals.

  2. Search for and open the Appeal.

  3. Create a new Activity by either:

    • Clicking +Add and selecting Add Activity, or

    • Scrolling to Appeal Activities and clicking +Add Activity

  4. Select the Activity type.

  5. Complete the Activity information.

  6. Confirm the Appeal field. The Appeal will already be populated.

  7. Click Create and Save.

You may also associate the Activity with a Campaign when applicable.

Create a Receipt Activity from a Gift Record

  1. Open the Gift record.

  2. Select the Receipt or Reminder button on the Top

  3. Select the Template in question

  4. Click Create and Save.

The Activity will remain connected to the applicable contact and Gift information.

Assign an Activity to Another Team Member

Activities can be assigned to another team member when someone else is responsible for completing the work.

When creating the Activity:

  1. Locate the Assigned To, By, or equivalent user field.

  2. Select the team member responsible for the Activity.

  3. If the Activity is incomplete, enable the option to add it to the ActionBoard when applicable.

  4. Save the Activity.

The assigned team member can then track the Activity alongside their other assigned work.

Once saved, the Activity becomes part of the contact's Activity history.

Depending on the Activity type and how it was configured, it may also appear on:

  • The ActionBoard

  • A Campaign

  • An Appeal

  • A Project Board

  • An AskBoard

  • An Activity Report

Incomplete Activities can later be marked Complete or Canceled as the work progresses.

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