# ◾ How to Create an Activity

:::info
Available to users with [***Activity Manager***](/doc/privileges-wnjrx8qPWS) *privilege* or Admins.

:::


1. Go to [**Activities**](/doc/activity-manager-8Z2fsIu6LP)**.**
2. On the right, click the **+New** button at the top of the **Activities** pane.
3. The [**Edit Activity**](/doc/edit-activity-pop-up-uYFkqiiNhq) window pops up. → By default, you are brought to the [**Basics**](/doc/basics-tab-fkkwtT2A87) tab of the new Activity.
4. Continue with **setting up the basic properties** of the Activity.  

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/0a4e42ca-e2d3-4764-8296-6ff6ab4a91b8/138838034.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=92f69f9b4d61e963e850fa5f958b00c134f27bf407926a4c3c93688a480b6902&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

### Manage the basic settings of your Activity


1. **Name** the Activity (**Basics** tab)  
   Enter the name of the new Activity in the *Activity title* field.


:::warning
You are __not able to switch between the tabs__ of the **Edit Activity** pop-up __until you name__ your new Activity.  
Once the name of the Activity is saved, a link leading to [**Advanced Scheduling**](/doc/advanced-scheduling-6uw4GlWcNY) appears in the top right corner of the editing window.

***NOTE:***  Users with only Activity Manager privilege cannot perform any actions in Advanced Scheduling.

:::


2.  Proceed with the **following steps** to complete the Activity setup:

| **Action** | **Tab** | **Related Help site pages** |
|:-------|:----|:------------------------|
| Define the **Start and End dates** | [**Basics tab**](/doc/basics-tab-fkkwtT2A87) | [How to Set Up Start and End Dates](/doc/efb616ad-2ad9-4968-9cc8-07b040c3652f) |
| Add [**Cases**](/doc/88c86d50-dbce-4f48-9772-7feeeadce3c3) | [Basics tab](/doc/basics-tab-fkkwtT2A87) | [How to Assign Cases](/doc/how-to-assign-cases-to-activities-wc3Eq5Zkjq) |
| Add [**Participants**](/doc/participants-tab-s7Xyhg8PtB) | [Participants tab](/doc/participants-tab-s7Xyhg8PtB) | [How to Assign Participant Groups](/doc/how-to-assign-participant-groups-to-activities-R1PdTkEVVx) |
| Make sure the Activity has its **own Activity Manager**(s) | [Share tab](/doc/5802e9a2-6d32-4769-8ed6-8fe3f83dd46f) | [How to Share Activities with Activity Managers and SRP Users ](/doc/how-to-share-activities-with-activity-managers-and-srp-users-YvWgi4WqxA) |
| Set up **Report accessibility** for [**Learners **](/doc/e4263b2d-2cfb-434a-8c53-990c3693fc58)or [**Report Reviewers**](/doc/how-to-set-up-report-availability-for-report-reviewers-HuC6dnYMcj) | [Reports tab](/doc/reports-tab-UYc4w4MW5i) | [How to Set Up Report Availability for Report Reviewers](/doc/how-to-set-up-report-availability-for-report-reviewers-HuC6dnYMcj)[How to Set Up Report Availability for Learners](/doc/how-to-set-up-report-availability-for-learners-if6Hi0ORCA) |

### :bulb: Make good use of other Activity features as well

| Action | **Tab** | Related Help site pages |
|--------|-----|-------------------------|
| Select *video start and stop conditions* | [**Basics tab**](/doc/basics-tab-fkkwtT2A87) | [How to Set Up User-Action-Controlled Video Recording](/doc/how-to-set-up-user-action-controlled-video-recording-jymJBufKpG) |
| Create and send **Emails** to the participants of the Activity | [**Emails tab**](/doc/emails-tab-woqXxbUw5h) | [How to Create Generic Emails](/doc/how-to-create-generic-emails-YPGRlVGcwM) |
| Assign an **Evaluation Case** to the Activity to collect feedback from learners | **Basics tab** | [How to Set Up and Apply an Evaluation Case](/doc/how-to-set-up-and-apply-an-evaluation-case-km95w1NrM3) |
| Use the **Evaluation email** option to send out the evaluation checklist to learners | **Emails tab** | [How to Create Evaluation Emails](/doc/how-to-create-evaluation-emails-B4u4QhcH0x) |
| Manage Cabinets: move your Activity from one cabinet to another or add it to multiple cabinets. | **Activities module, Cabinets panel** | [How to Create a New Activity Cabinet](/doc/how-to-create-a-new-activity-cabinet-LlA91HFPIN)[How to Delete an Activity Cabinet](/doc/how-to-delete-an-activity-cabinet-kWMyxQUVNx) |
| Select the type of the Activity from the *Type* drop-down or create a new type. <br> | **Basics tab** | [How to Specify Type of Activity](/doc/how-to-specify-type-of-activity-S4KiyO2p9m)Activity types are automatically color-coded by the system. The color of an Activity will mark every related event blocked off in the **Calendar**. |
| Manage which **Faculty** member or **Learner** evaluates which learner(s) | **Assignments tab** | [How to Create Evaluator-Evaluee Subgroup Assignments](/doc/how-to-create-evaluator-evaluee-subgroup-assignments-NV0ilasgAf) |
| **Restrict data entry** or **Activity-access** options | **Options tab** | [Options tab](/doc/options-tab-zQSKY4ChC4) |



:::tip
For further information, visit our [Activity Manager](/doc/activity-manager-8Z2fsIu6LP), [Activity - How to](/doc/activity-how-to-bW0Hc4uOea) pages, and view our [Activity Manager Training Videos](/doc/activity-manager-training-videos-v7AzArcYms).

:::

---

**Documents**

- [User Guide](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-guide-WPv4VxhtWB)
- [FAQ](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/faq-YoxOQOjvnY)
- [Training Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/training-videos-D2ycsEwqPt)
- [Module Introduction Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/module-introduction-videos-I6OQ6H7SUT)
- [Release Notes](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/release-notes-BcFFMsc0RV)
- [Distance Learning with LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/distance-learning-with-learningspace-eAfwW23Hxg)
- [Preventing Copy-Paste in LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/preventing-copy-paste-in-learningspace-sPD0IIUuk0)
- [Important Technical Notification Regarding Adobe Flash Player](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/important-technical-notification-regarding-adobe-flash-player-eQtMLwLmTJ)
- [iPad support - Technical information](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/ipad-support-technical-information-dLmeFvKofC)
- [TeamViewer Link](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/teamviewer-link-QyKZBMqUT9)
- [YouTube videos about LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/youtube-videos-about-learningspace-TMb3zdc0LC)
- [Customer Aftercare One-Pager](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/customer-aftercare-one-pager-GBWMe1BcfS)
- [Case Studies](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/case-studies-VcAbFqXSz7)