Activities

Overview

Task & Activities in DotlyMaps helps teams create, assign, and track field activities by converting geographic plans into actionable work items. Users can create tasks manually or from reusable templates, assign them to team members, set due dates, priorities, locations, related records, and monitor progress through task boards and overdue indicators.

This module includes:

• Task Assignment, Create and manage field tasks with assignees, schedules, locations, and priorities.
• Task Templates, Create reusable task blueprints to standardize repeated field activities.
• Activity Types, Define categories of field work to maintain consistency across teams and reporting.

Why it matters

Geographic planning only delivers value when planned visits are converted into assigned, trackable tasks. Task & Activities helps teams:

• Ensure field visits are assigned to the right people.
• Maintain consistency for repeated workflows.
• Track deadlines and overdue activities.
• Improve visibility into field operations.

When to use

Use Task & Activities when you need to:

• Dispatch visits after territory or route planning.

• Assign and monitor field activities across teams.

• Track overdue field work.

• Standardize repeated tasks using templates.

• Categorize field activities for better reporting.

Step-by-step guide

1. Create Task Assignments

2. Create Task Templates

3. Configure Activity Types

1. Open Settings → Task & Activities → Task Assignment.
2. Click Create Task.
3. Choose one of the following:
4. Custom Task, Create a task manually. Use Template, Select an existing task template.
5. Enter task details:
6. Task Name Description Assign To Due Date Priority
7. Optionally add:
8. Related Module/Record Location Notes
9. Save the task.
10. Monitor task progress through status cards and overdue indicators.

1. Open Settings → Task & Activities → Task Templates.
2. Click Create Template.
3. Add template details:
4. Template Name Category Description Estimated Duration Default Priority
5. Save the template.
6. Select the template whenever creating a new task assignment.

1. Open Settings → Task & Activities → Activity Types.
2. Click Create Activity Type.
3. Add:
4. Activity Name Description Category (Sales/Service) Color
5. Save the activity type.
6. Use activity types as default task categories for teams and workflows.

Troubleshooting

Cannot assign a task

• Confirm the selected user is an active team member.
• Verify all required task fields are completed.

Template not appearing during task creation

• Confirm the template was saved successfully.
• Refresh Task Assignment and check available categories.

Activity Type not available for a team

• Confirm the activity type is active.
• Reopen the team settings and refresh available options.