Common activities to add to a contact record include: Appointment, Phone Call, Email, Task, and Note.
Helpful hint: If you use consistent subject names for specific types of activities, you will be able to search and query on activities by subject name in the future.
To add any activity, use the Ribbon tools.
1. Open person record.
2. Select "Add" from top ribbon.
Add a task.
Open a person record.
Select "Add" on the top ribbon, and then select "Task."
Enter the constituent role, and then select the action which is occurring.
Enter the subject.
Enter in any relevant information about the task, such as what the agenda is, when it is due, etc.
Once the task has been finished, make sure to select "Mark Complete" at the top left of the screen in the ribbon.
