Create New Activities Directly Under Existing Activities

In the Activities section, creating a new activity Any targeted action or measure taken by a company to promote its products or services, attract customers, or increase sales. in the activity hierarchy The structured organization of marketing activities, typically including levels such as Plan, Campaign, Program, and Tactic. is now easier and faster: with the Add under feature, you can create a new activity directly under any existing activity in Timeline and Summary view. To save time and effort, the setup process is streamlined when you create a new activity with this method:

• The Parent field is automatically set to the appropriate parent activity (i.e. the activity under which you created the activity), so you don't need to set it manually.

• The Activity type A template for activities that defines what attributes are available and required, and what workflows are associated with the activity. field is filtered to only show valid options for the selected parent activity, making it easier to choose the correct activity type.

The Add under feature is available in the following places:

• When you are in the Timeline and Summary views, hover on any existing activity and click the button positioned next to the activity name:

  

• While viewing the Details panel of any existing activity, hover on the … Actions menu and click Add under:

  

• In both cases, the Create Activity wizard will open (with the relevant parent activity preselected), and you can configure your new activity as you would usually:

  

You have created a new activity directly under an existing activity in the activity hierarchy The organizational structure of folders, sub-folders and investment plans in Spend..