Edit Activities

You can change existing activities, add new activities, and modify details in a local schedule that allows edits (current schedule or schedule for a future date). You cannot edit activities for AI-powered schedules. This section includes:

• Edit an existing activity

• Add a new activity

• Move an activity

• Change activity length

• Create new activity of specified length

• Create new activity of default length

• Schedule Group Activity

To access several actions to apply to an agent, right-click the agent and select the appropriate activity from the menu that appears. See Agent Actions for more details.

Activity Behavior in the Schedule

The default activity type is “ACD”. When you move or delete an activity, adjacent ACD activities adjust around the change. For example: An agent has an ACD activity from 1:30 p.m. to 4:15 p.m. and a scheduled meeting from 2:00 p.m. to 3:00 p.m. The ACD activity changes from one activity at 1:30 p.m. to 4:15 p.m. to two activities; one before the meeting at 1:30 p.m. to 2:00 p.m., and one after the meeting at 3:00 p.m. to 4:15 p.m. Also note the background of the activity with changes is dotted:

After you save changes to an activity, the the activity background returns to a solid background: