Log an activity
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Record the work you did today, such as a policy review or a set of quotes.
1 minute · Everyone with a login
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Press Log Activity in the top bar. The window lists the activities assigned to you.
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If an activity needs a note, type it in Add a note (required) first.
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Press Log beside the activity. Each press records one entry for today.
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For quotes, enter a count beside Auto, Fire, Life and Health, then press Log quotes.
Under each activity the window shows its count for the month, or its progress toward the month's goal.
Tip. The owner can log for someone else: pick them under Logging for first.
Frequently Asked Questions
Why is my Log Activity window empty?
Nothing is assigned to you yet, so it reads No activities assigned yet. Ask your owner to assign you in Settings › Activities.
Can I log something for yesterday?
Log it today, then change its date in the activity log. See Fix or delete a logged activity.
Is a household quoted for Auto and Fire one quote?
No. Quotes are counted per product line, so that is one Auto quote and one Fire quote.
See what Producify does for activity tracking.