Contents
Creating and Deleting Activities
You can add an activity or a multi-site activity by creating a new one or by copying an existing one. You can also delete existing activities.
Creating Activities
To create an activity:
- In the Objects pane, select the site to which you want to add the new activity.
- When the Activities pane opens, select New Activity .
- The Activity Properties pane opens with the default name New Activity (<number>).
- In the Activity Properties and Hours of Operation sections, populate the fields as described in Activity Properties.
- Click Save Now .
- Configure the activity, as explained in these topics:
- Adding Activities to Activity Sets
- Configuring Skills for Activities
- Associating Agents with Activities.
- See also Statistics Configuration for Activities.
Creating Multi-Site Activities
To create a multi-site activity:
- On the Objects pane, select the business unit, to which you want to add the new multi-site activity.
- Select New Multi-Site Activity .
- The Multi-Site Activities Properties pane opens.
- In the Multi-Site Activity Properties and Hours of Operation sections, populate the fields as described in Multi-site Activity Properties.
- Click Save Now .
Creating Activities and Multi-Site Activities Using Copy
To create a new activity or multi-site activity by copying an existing one:
- In the Activities pane, select an activity or multi-site activity.
- Select Copy .
- The Activity Assignment pane opens.
- In the Name field, rename the activity, if necessary. (The name must be unique with the site or business unit [BU].)
- In the Associate Copied Activity With The Following Site (for multi-site, BU) section, select the site (or BU) with which you want this activity to be associated.
- Click Save Now .
Deleting Activities and Multi-Site Activities
To delete an activity or multi-site activity:
- Select the activity in the Activities pane.
- Click Delete .
- When the Confirmation dialog opens, click Yes to delete or No to cancel the action.
This page was last edited on May 4, 2021, at 20:14.
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