1. Steps for Creating an
Engagement Activity

2. A Summary …

3. STEP 1: Go to the Engagement Activity Template
You can find the Engagement Activity template by going to the ISSR Engagement Hub, Clicking on the
Create and Engagement Activity Sticky and Clicking on the big orange button.

4. STEP 2: From the Engagement Activity Template page, click on Start an Activity from
this Template and Fill in the Name and Select the Use members from template
Use the defaults for all other fields. There is a Checklist with details on editing the tags, members etc.
Recommend including
name of company and an
Opportunity ID if available.
You can edit later if needed
IMPORTANT –
Make sure that
you select Use
members from
template so that
others can help
you if needed.

5. STEP 3: YOU’RE NOT DONE Expand the Engagement Activity Quick
Reference Guide and Complete the To Do items under the Engagement
Activity Setup Checklist (This should take less than 5 minutes)
Detailed instructions for each To Do Item can be seen by clicking on the name

6. General Engagement Activity Editing Guidance
To edit the name, tags, due date,
activity goal, use the Activity
Actions button and Edit Activity
IMPORTANT – Use the Members page to
Please change the add or remove members as
Access to owners (recommend
Public (Read Only) making all team members
owners. Please do not
delete default Owners.