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Creating and Deleting Activities

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You can add an activity by creating a new one or by copying an existing one. You can also delete existing Activities.

Creating an Activity

  1. In the Objects pane, select the site to which you want to add the new activity.
  2. When the Activities pane opens, select New Activity WM 851 new activity.png.
    The Activity Properties pane opens with the default name New Activity (<number>).
  3. In the Activity Properties and Hours of Operation sections, populate the fields as described in Activity Properties.
  4. Click Save Now WM 851 icon-save.png .
  5. Configure the activity, as explained in Adding Activities to Activity Sets, Configuring Skills for Activities, Associating Agents with Activities.
    See also, Statistics Configuration for Activities.  

Creating Activities Using Copy

To create a new activity by copying an existing one:

  1. In the Activities pane, select an activity.
  2. Select Copy WM 851 rotating pattern copy.png.
    The Activity Assignment pane opens.
  3. In the Name field, rename the activity, if necessary. (The name must be unique with the site or business unit [BU].)
  4. In the Associate Copied Activity With The Following Site section, select the site with which you want this activity to be associated.
  5. Click Save Now WM 851 icon-save.png .

Deleting Activities

To delete an activity:

  1. Select the activity in the Activities pane.
  2. Click Delete WM 851 icon-delete.png .
  3. When the Confirmation dialog opens, click Yes to delete or No to cancel the action.
This page was last edited on October 2, 2020, at 12:35.
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