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Organisation Activities - Adding an Activity

Record stakeholder interactions with companies, groups and departments

Please note: This article reflects changes being introduced to Tractivity as part of the software's major modernisation update. This update is being rolled out to users from December 2025 onwards.

Group stakeholders are known as Organisations on Tractivity. This article will show you how to add new Contacts to your Tractivity system.

Please note: The fields in the 'Add Organisation Activity' form have been configured by your organisation and may look different to the form used in the video below. If you would like to use any additional fields, or add any options to existing drop-down fields, please reach out to your superuser.

 

Adding an Organisation Activity

First, find your Organisation in the Organisations & Contacts module. On the View Organisation page, select Add Organisation Activity from the left-hand menu.

The Add Organisation Activity form can include the following fields.

  • Title – Add a title which is relevant to the interaction.
  • Associated Organisation(s) – Link additional Organisations to this Activity.
  • Associated Contact(s) – Select any associated Contacts with this Activity.
  • Activity Type – Define the interaction type i.e. email, phone call or meeting.
  • Status – Specify whether the Activity is Pending or Completed.
  • Priority – Set the priority level of the Activity i.e. low, medium or high.
  • Sub Project – For organisations with multiple ongoing projects or initiatives, you can use this option to note the work that the Activity relates to.
  • Notes – The main details regarding your interaction.
  • Sentiment – This can be Positive, Negative or Neutral.
  • Agreement Notes – The outcome of the interaction, such as any actions to be taken following the conversation.
  • Account Group – Highlights which team or department in your organisation has completed this interaction.
  • Allocated to Teams – Select the Team or Users who you want to view the created Activity on their Home screen. Please note: only Pending Activities will only appear on the Home Screen.
  • Owner Teams – Select who can edit or make changes to this Activity.
  • Make Notes Confidential – If this box is ticked, only Users or Teams assigned in the Owner Teams field will be able to see Notes, Agreement Notes, Email Notes and Activity Attachments.
  • Start Date & End Date – Note the date and time of when the Activity took place (or will take place)

Once you have completed the form, click Save at the bottom.

Adding a Reminder

You can also set up a reminder for your Activity. The form has a checkbox at the end labelled Add Reminder. If ticked, this will open up additional options to set a reminder for this Activity. Reminders will appear on the Home Screen and in automated Tractivity emails.