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Activities that contain text message workflows may not be assigned through this method. Instead, navigate to the student's profile and click the smart phone icon. |
Navigate to Go the person’s record profile.
Navigate Go to Person Selected > Activity Tracking.
To the right of the Tracking Group Templates box, click the magnifying glass.
Click Select next Next to the template to adddocument required click Select.
Tip: Use the search box in the upper right to find the desired template.Click Add New Tracking GroupThe activity is now assigned to the person.
Add activity to individuals in Activity Tracking or People Finder
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