Overview 

The Activities screen gathers everything your team captured on their visits—uploaded photos, notes, and completed form activities—in one place. From here you can review that content, export forms and photos, tag photos for organization, customize or create forms, and filter activities to focus on exactly what you need. It is the central place to check what actually happened in the field and to act on the data your team collected. 

Before You Start 

You need access to the Activities area. Filtering the list first makes it much easier to find the specific activities, forms, or media you want to review. 

How to Review Activities

1. In the left navigation menu, select Activities. 

2. View the uploaded media, including photos and notes, in the first section. 

3. View form activities at the bottom of the screen. 

4. Export a form by clicking the export icon next to it. 

5. Export form photos by clicking the export icon next to the form. 

6. Tag photos by clicking the tagging icon. 

7. Customize a form by clicking the form icon in the top-right corner. 

8. Create a new form by clicking the plus (+) icon and selecting Create New Form. 

9. Filter activities by clicking the filter icon and choosing the criteria you need. 

Tips and Things to Know

• Filter first to zero in on the activities, forms, or media you care about. 

• Tag photos to make them easy to find and group later. 

• You can export individual forms or their photos directly from this screen. 

• Activities is where completed visits surface their captured data. 

Frequently Asked Questions