Home
Officaid

Help Center

Network

Interactions

Adding an Activity

Learn how to log calls, meetings, and other interactions in Officaid to track your engagement.

Build your relationship history one interaction at a time

Every call, meeting, and message is a building block in your business relationships. Logging activities in Officaid creates a complete history of your engagement, helps you track follow-ups, and keeps your team informed about what's happening with each contact and deal.

Where to Add Activities

You can add activities from several places in Officaid:

  • Contact profile - Click Add Activity in the Quick Actions panel on the Overview, or open the Activities tab and click New Activity
  • Company profile - Click Add Activity in the Quick Actions panel on the Overview, or open the Activities tab and click New Activity
  • Deal details - Click Add Activity in the Sales Pipeline
Network → Interactions shows your activities across the network, but it has no add button. To log an activity, start from the contact or company it belongs to.

The activity form adjusts based on where you create it, linking the activity to the relevant contact, company, or deal automatically.

Creating an Activity

  1. 1 Open the contact, company or deal you want to add the activity to
  2. 2 On a contact or company, click Add Activity in Quick Actions, or open the Activities tab and click New Activity. The Activity Details panel opens on the right
  3. 3 Select the activity type by clicking one of the icons at the top (Call is selected by default)
  4. 4 Enter the activity title in the Activity field
  5. 5 Fill in additional fields based on where you're creating the activity
  6. 6 Set the Date. It defaults to today; pick a future date to plan the activity
  7. 7 Optionally add notes or remarks
  8. 8 Toggle Mark as done if the activity is already completed
  9. 9 Click Add Activity to save

Activity Types

Select the type that best describes your interaction:

  • Call - Phone calls and voice conversations
  • Message - Text messages, WhatsApp, or other messaging
  • Email - Email correspondence
  • Meeting - In-person or virtual meetings
  • Other - Any interaction that doesn't fit the standard categories
  • Meal - Lunches, dinners, or coffee catch-ups
  • Task - To-dos or action items to complete
Choose the activity type carefully. It helps you filter and analyze your engagement patterns later.

Activity Fields

The fields available depend on where you create the activity:

From a Contact Profile:

  • Activity - Title or description of the interaction
  • Contacts - Preselected with this contact; you can add others
  • Date - When the activity is scheduled or occurred (defaults to today)
  • Notes - Optional rich text notes about the activity
  • Mark as done - Toggle on if the activity is already completed

The activity is automatically linked to that contact.

From a Company Profile:

  • Activity - Title or description of the interaction
  • Contacts - Select one or more contacts associated with this company
  • Date - When the activity is scheduled or occurred (defaults to today)
  • Notes - Optional rich text notes about the activity
  • Mark as done - Toggle on if the activity is already completed

From a Deal:

  • Activity - Title or description of the interaction
  • Date - When the activity is scheduled or occurred
  • Remarks - Optional notes about the activity
  • Mark as done - Toggle on if the activity is already completed

The activity is automatically linked to the deal for sales tracking.

Activities created from deals don't have a Contacts field because they're linked to the deal itself. The deal is already associated with a company, providing the relationship context.

Scheduling vs Completed Activities

The Mark as done toggle determines whether an activity is scheduled or completed:

  • Toggle off - The activity is planned and will appear in Upcoming Planned Activities (with a future date it shows as, for example, "In 7 Days")
  • Toggle on - The activity is already completed and will appear in Recent Activities

Use scheduled activities for follow-ups, planned calls, and upcoming meetings. Use completed activities to log interactions that have already happened.

Get in the habit of logging activities immediately after they happen. It only takes a moment and keeps your records accurate.

Adding Multiple Contacts

When creating an activity from a company profile, you can tag multiple contacts:

  1. 1 Click the Contacts field
  2. 2 Select contacts from the dropdown (only contacts linked to this company appear)
  3. 3 Click additional contacts to add them
  4. 4 Click the X next to a contact to remove them

This is useful for meetings or calls that involve several people from the same company.

Frequently Asked Questions

Yes. If you have a phone call, meet someone for coffee, or exchange emails outside of Officaid, log these as activities to keep your engagement history complete. It only takes a moment and gives you a full picture of each relationship.

They serve the same purpose but appear in different contexts. Notes appears when creating activities from contacts or companies and includes rich text formatting. Remarks appears when creating activities from deals and is a simpler text field.

Activities need to be linked to a contact, company, or deal to provide context. If you're logging a general task, add it from the most relevant contact's or company's Activities tab.

What's Next?

Now that you know how to add activities, learn how to manage them:

interactions activities crm network how-to