Go to Configuration, then click on “Activity Templates” found in the sidebar under Activities

Click the [+] button in the “Activity Template” header (or click the [+ New Activity Template] button)

Enter the Template name (200 characters maximum)

Select whether or not the template is “active” and usable by organizations in your enterprise

Optional: Enter a description for the template

Click [Next]

Enter the Activity or Position name (maximum 50 characters)

Select the Activity Report Group

Select the Application Form where prospective applicants will be directed when viewing this activity

Check the box to Allow Hours Logging

Check the box to Allow Group Signup (this requires enabling “Group Scheduling” either at the enterprise or organization level)

Enter a Description that will include information about the activity to be seen by those applying (Pre-assigned); those assigned or scheduled (Post-assigned) and administrators only (Internal)

Select the schedule type (Recurring pattern, Disjointed, One Time, Seasonal, No Schedule). Individual account administrators will build the actual shifts for the activity when they use this template in their account.

Click [Next]

Visible to: Select who can see your Activity (if they can see it, they can sign up for it):

Self-Scheduling: Automatically assign these volunteers when they sign up for the Activity/shift based on status and qualifications (optional)

Auto Lock: Prevents volunteers from signing up when an Activity/shift is full

Minimum Volunteers: Minimum number of people needed for the Activity/shift

Maximum Volunteers: Maximum number of people needed for the Activity/shift (triggers the auto-lock)

Allow volunteers to remove themselves: Indicate whether or not volunteers who have confirmed their assignment can withdraw from it

Cut-off signup: Indicate whether you want to prevent people from signing up for a shift within a specified number of hours before it begins

Click [Next] to move to the “Qualifications” header

This tab displays any qualifications created at the enterprise level. Select the value required for each qualification associated with this activity. This may have an effect on the activity’s Visibility and Self-Scheduling settings.

Click the [Next] button to move to the “Feedback Fields” header. Check the box beside each feedback field associated with this activity. This tab displays any feedback fields created at the enterprise level. When hours are logged for the activity, volunteers will be asked the question posed in the “Display to volunteers as” column.

Click the [Next] button to move to the “Classifications” header. Select the desired classifications to associate with your activity.

Click the [Save] button

Go to Configuration, then click on “Activity Templates” found in the sidebar under Activities

Mouse over the Options icon beside the template

Click on “Edit”

Make the desired changes

Click the [Save] button

Go to Configuration, then click on “Activity Templates” found in the sidebar under Activities

Mouse over the Options icon beside the template

Click on “View”

Print by clicking on the [printer] icon in the top right-hand corner of the dialogue box

Go to Configuration, then click on “Activity Templates” found in the sidebar under Activities

Mouse over the Options icon beside the template

Click on “Delete” Click the [Delete] button to confirm