The information in this article is accessible only by Admin and TC users in Sisu.
Activities give teams the flexibility to track what matters most. When you first access Activities, you’ll notice two types: System and Custom. System Activities come preloaded to help you get started right away, with the core activity “Conversations” always visible on your dashboard. This particular Activity is fixed and can’t be removed, ensuring a consistent way to track one of your team’s key metrics.
While System Activities can’t be renamed or deleted, you can create Custom Activities to reflect the unique goals and processes of your team. Whether you’re tracking additional touchpoints, milestones, or performance metrics, Custom Activities make it easy to tailor the experience to your workflow.
Topics in this article:
Creating New Custom Activities
To create new Activities follow these steps:
Navigate to Admin > Team Settings > Activities.
In the upper-right corner, click Add Custom Team Activity
.In the pop-up window, enter a Name for your new Activity.
Use the checkbox options to customize visibility and permissions:
Enabled For Activity Tracking: Makes the Activity visible on the Record page, Dashboards, Leaderboards, Challenges, and Reports.
Visible In Reports: Displays the Activity only in Reports (users cannot record it).
Agent Recording Disabled: Prevents Agent users from recording the Activity (Admins and TCs can still record it).
Click Save
to create your new Activity.
You can also drag and drop Activities to adjust the order in which they appear.
All changes made on the Activities page are automatically saved. ✅
Editing Existing Activities
Editing System Created Activities
System created Activities can’t be renamed or deleted, but you can adjust their visibility and permissions to fit your team’s needs. Here's how:
Navigate to Admin > Team Settings > Activities.
In line with the Activity you want to edit, use the checkbox options to customize visibility and permissions:
Enabled For Activity Tracking: Makes the Activity visible on the Record page, Dashboards, Leaderboards, Challenges, and Reports.
Visible In Reports: Displays the Activity only in Reports (users cannot record it).
Agent Recording Disabled: Prevents Agent users from recording the Activity (Admins and TCs can still record it).
You can also drag and drop Activities to adjust the order in which they appear.
All changes made on the Activities page are automatically saved. ✅
Editing Custom Created Activities
Custom Activities can be renamed, deleted, and adjusted to control visibility and permissions based on your team’s needs. Here’s how:
✏️ Renaming A Custom Activity:
Navigate to Admin > Team Settings > Activities.
Click the Activity name you want to update.
Type the new name in the field.
Press Enter or click outside of the box.
All changes are automatically saved. ✅
🗑️ Deleting A Custom Activity:
Navigate to Admin > Team Settings > Activities.
To the far right of the Activity you want to delete, click the Trash icon
.In the pop-up, confirm by selecting OK to permanently delete the Activity and all associated data.
All changes are automatically saved. ✅
👀 Adjusting Visibility & Permissions:
Navigate to Admin > Team Settings > Activities.
In line with the Activity you want to edit, use the checkbox options to customize visibility and permissions:
Enabled For Activity Tracking: Makes the Activity visible on the Record page, Dashboards, Leaderboards, Challenges, and Reports.
Visible In Reports: Displays the Activity only in Reports (users cannot record it).
Agent Recording Disabled: Prevents Agent users from recording the Activity (Admins and TCs can still record it).
All changes are automatically saved. ✅