Most simply, an activity in Harmony is simply something to do. More specifically, activities are a project, task, communication, event, schedule, delivery, pickup, or campaign.

Activities can be added as individual things to do, or organized into multiple things within a project (for yourself or people you do business with) or campaign (for people who are prospects). For each activity, you can involve your company, or any other person (like an owner, tenant, or prospect), along with any individuals in your company. Activities are added to your calendar, and can include related items like reminder alarms, appointment confirmations, messages, checklists, and votes.

Activities are inspired by the GTD® system for productivity. You do not need to understand GTD® to use activities, but if you're already using (or plan to implement) the GTD® system, you'll find that Harmony activities work well within your productivity framework.

Understanding Individual Activities

An individual activity has either a due date/time, or a start and end date/time, based on the activity type. It can automatically recur on a specified interval. Status, priority, and importance can be set and adjusted.

Understanding Projects and Campaigns

A project is a group of activites to be done for your company or someone you do business with, like a tenant, owner, or guest. A campaign is a group of activities, most often communications, for a prospect. Projects and campaigns are predefined in your configuration, then added to a person. From the person (or your global activity list) you can manage the project/campaign, including viewing the graph of component activities and their status, adjusting schedules and priorities, adding specific details, and more.

Details on configuring projects and campaigns is covered in other articles.

Adding Activities

Individual activities, projects, and campaigns can be added in a ton of different ways throughout the system:

• From any item, by selecing the Options icon and Add Activity.
• From the calendar, by selecting the Add Activity icon or any empty time slot.
• From agreement processing, by adding an agreement activity (like a move-in activity for tenants, or a check-out activity for guests).
• From prospect actions, like adding a rental listing inquiry to a drip campaign, from the corresponding button or icon.
• From an individual or the company, by selecting Management > Person Type > Person > Activities > Add Activity.
• From global activities, by selecting Management > Add Activity > Select Person > Add Activity.

When viewing the activity input form, enter a name, then select the type of activity to configure the remainder of the form inputs. Use the help tips throughout for more detail on each item. When you are done, choose your notification options and select the Add Activity button.

Understanding Activity Elements

While the help tips describe individual inputs and options, there are some elements worthy of additional explanation.

• Appointment Confirmation: When your activity involves someone outside of the company, send an appointment confirmation. This is covered in detail in other articles.
• Checklists: If a checklist is valuable or required to complete the activity, add a checklist to an existing activity from Options > Add Checklist. This is covered in detail in other articles.
• Location: Enter the location where the activity will take place, selecting from your configured list as desired. Predefine your items list in Settings > Activities & Checklists > Preferences > Edit Predefined Activity Locations. The location aligns with Google Map locations, so if you have a location name defined in your Google Maps, or an address in your location, it will map that location.
• Priority and importance: These are key to managing your productivity, and covered in detail in other articles.
• Tracking: Separately from the activity tracking, you can more granularly track the minutes and dollars for your reporting. Sometimes knowing that an activity was completed is not enough. You may want to track how many minutes it took, or how many dollars it cost. Tracking details are available in each activity, and in company reports for all activities.
• People: Within your company, you can include multiple people in an activity, and choose whether they should be indicated as busy for the duration of the activity. Busy people are indicated accordingly in the Team menu (Property Manager edition only).
• Communication by Email or Text: For a communication activity, compose a message (or merge a template message) to send that message according to the activity schedule.
• Pickup and Delivery Items: For a pickup or delivery activity, specify the items that need to be picked up (like a shopping list) or delivered (like a crib rental, or a lawnmower). Predefine your items list in Settings > Activities & Checklists > Preferences > Edit List of Pickup/Delivery Items.