# Add or Edit Activities in ATZ CRM

> Create and update activities in ATZ CRM for tasks, meetings, calls, events, deadlines, attendees, assigned recruiters, notes, and calendar tracking.

Source: https://atzcrm.com/help/email-and-calendar/activity-ops/add-edit-activities/

Activity Ops

# Add or Edit Activities in ATZ CRM

Create and update activities in ATZ CRM for tasks, meetings, calls, events, deadlines, attendees, assigned recruiters, notes, and calendar tracking.

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Quick Answer

To add an activity in ATZ CRM, open Activities, click Add Activity, enter title, date, time, recruiters, attendees, location or description, then save. To edit an activity, open it from the activity list, update the fields, and save changes.

Activities help teams organize schedules, track deadlines, manage calls or meetings, and avoid missing important candidate or client follow-ups.

## Quick Answer

Open **Activities**, click **Add Activity**, enter the activity details, and save. To edit, open the activity from the list, update the fields, and save changes.

## Step 1: Open Activities

Navigate to the **Activities** tab in ATZ CRM and click **Add Activity**.

## Step 2: Create the Activity

Enter:

-   Activity title.
-   Date and time.
-   Assigned recruiters.
-   Attendee email addresses.
-   Location, description, or attachments.

## Step 3: Save the Activity

Click **Add** to save the activity. The activity appears in the ATZ CRM calendar.

## Edit an Activity

Open the activity by clicking its name or selecting it from the activity list.

Update details such as title, date, time, description, or associated contact, then save changes.

## Use Cases

### Interview Scheduling

Create activities for interviews and assign recruiters or attendees.

### Follow-Up Tasks

Schedule follow-up reminders for candidates, clients, or internal team members.

### Client Meetings

Track meetings and outcomes in one CRM calendar.

## Troubleshooting

### Activity Does Not Appear in Calendar

Confirm the activity was saved and has a valid date and time.

### Attendee Did Not Receive Details

Check the attendee email address and calendar integration status.

### Wrong Activity Type Is Missing

Create or update custom activity types if your workflow needs more categories.

## FAQs

### Can I add attachments?

Yes. Add supporting details or attachments while creating the activity.

### Can I add Google Meet links?

Yes. Use the Google Meet integration when creating or editing an activity.

### Can activities be customized?

Yes. Use custom activity types and templates for consistent activity tracking.

## Related guides

[Google Meet Integration](https://atzcrm.com/help/email-and-calendar/activity-ops/google-meet-integration/) [Custom Activity Types](https://atzcrm.com/help/email-and-calendar/activity-ops/custom-activity-types/) [Custom Activity Templates](https://atzcrm.com/help/email-and-calendar/activity-ops/custom-activity-templates/)

Need help?

## Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

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