You will have to enter some information to create the activity: Only the “Subject” of the activity is mandatory to fill in, the rest can be completed after the creation of the activity.
1 . The type of activity
2 . Link this activity to what? Is this activity part of an accompaniment?
You have three choices here:
An individual coaching process
A group coaching process
No process, because there is no support process related to this meeting (for example: partnership, call for information, administration, etc.).
3 . Indicate with whom this activity will take place:
A contact in the case of an individual approach
Several people in the case of a group approach
A participant in the event that there is no procedure.
This activity is assigned to whom? Visible only in **multi-user** mode you must select the user assigned to this activity.
4. The subject of your activity.
5. Indicate the location where this activity will take place.
A videoconference using the integrated and confidential tools of Cognito-app
The place or a link for a virtual meeting with another tool. If you enter a link (ex: Zoom, Team’s…) important to put the full link which includes the http …
6. Add the time slot(s) associated with this activity .
7 Click the Create button at the top left.
Tip : Click the icon to enter a pre-stored location.
When the location information is listed, you can click on it and Cognito-app will automatically open a map of the location or site of your virtual meeting.
In a second step you can add additional details now or later as you wish.
1. The status of the activity.
The icon will also appear in your Cognito-app calendar as well as in another calendar if it is synchronized .
8. Add an attachment of any type (document, image, audio, YouTube, presentation, etc.) that you can open from your Cognito-app and make available in the Customer Area.
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to enter a pre-stored location.
