---
title: Activities
slug: mydesken/activities
createdAt: 2024-12-09T18:25:04.601Z
---

<font color="#2166AE">**Administrator**</font>

An activity is the most specific item within a portfolio—it represents a type of request that a user can open in the Experience Center. Each activity belongs to a service and can have its own form, workflow type, and links to groups and SLAs.

# <font color="#ffffff">**1 - Accessing Activities**</font>

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/gx_AIjd4pH8gm5kTpqEqN-20260121-201316.gif)

To access the activities, follow the steps below:

::::WorkflowBlock
:::WorkflowBlockItem
**Access My Desk**

Select the My Desk application from the applications menu.
:::

:::WorkflowBlockItem
**Click on Settings**

In the application's top menu.
:::

:::WorkflowBlockItem
**Click on Portfolios**

In the left sidebar menu.
:::

:::WorkflowBlockItem
**Click on a portfolio from the list**

The services related to the portfolio will be displayed below.
:::

:::WorkflowBlockItem
**Click the expand arrow for a service**

Click the down arrow next to the desired service. The list of activities registered for that service will be displayed below.
:::
::::

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/BSeTaOaHq9Srm7X8DHFYU_image.png)

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/iOhcFLEWIvspzPx9AqzTO_1-atividades-acessando.gif)

# <font color="#ffffff">**2 - Activity List**</font>

***

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/EZ6pFNi7buUga2obKqwT2-20260121-201341.gif)

Clicking the arrow to expand the view of a service will display the list of activities for that service. The activity list shows all registered activities.

By clicking on the **gear icon**⚙️, a screen similar to the activity creation screen will be displayed, allowing you to edit any information or delete that activity. You can edit any of the following items:

::::LinkArray{contentSource="CUSTOM" itemsPerRow="2"}
:::LinkArrayItem
**Icon**

Icon representing the activity.
:::

:::LinkArrayItem
**Name**

Name of the activity.
:::

:::LinkArrayItem
**Type of service**

Request or Incident.
:::

:::LinkArrayItem
**Gear button**

Access the edit and delete options.
:::
::::

***

## 2.1 - Search Activities

Use the search bar in the upper left corner of the screen to search for services and activities simultaneously. The list can also be filtered by employment status.

<font color="#22C55E"> `Linked` </font>  <font color="#6b7280"> `Unlinked` </font>

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/7vmUudsVDqxWmj2gjoKWh_image.png)

***

## 2.2 - Filter Activities

On the right side of the **New Service** button, you can filter activities by **Linked** and **Unlinked**.

:::hint{type="success"}
**💡 Tip:**

The filter is available next to the **+ New activity** button, on the right side of the screen.
:::

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/PFRGbTLcm4ShUFlPD6tQn_image.png)

# <font color="#ffffff">3 - Create an activity</font>

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![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/3VkBolxmLfRcqudsHXGeA-20260121-201441.gif)

To create an activity, follow the steps below:

::::::WorkflowBlock
:::WorkflowBlockItem
**Click on + New activity**

A new window will open on the right side of the screen.

::Image[]{src="https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/edTZhYtK4J8_j6Eic8u-D_image.png" size="30" isUploading="false" width="573" height="875" darkWidth="573" darkHeight="875" position="flex-start" showCaption="false"}
:::

:::::WorkflowBlockItem
**Fill in the information**

See the available fields below.

::::LinkArray{contentSource="CUSTOM" itemsPerRow="1"}
:::LinkArrayItem
**Icon**

Choose an icon from the database. You can browse by category or use the search field by typing the icon's name in English.
:::

:::LinkArrayItem
**Name**

Give the activity a short and descriptive name.
:::

:::LinkArrayItem
**Description**

Describe the function and objective of the activity.
:::

:::LinkArrayItem
**Type of service**

Select the activity type from the dropdown menu:

`  Request  ` `  Incident  `
:::

:::LinkArrayItem
**Activity form**

Allows you to create a form for the activity now or later. See the [Form](docId\:ZR2xoTvGkcvtLI9gXfPKS) page for more details.
:::
::::


:::::

:::WorkflowBlockItem
**Click Save**

The new activity will be created and will appear in the list. Click **Cancel&#x20;**&#x74;o return without saving.
:::
::::::

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/CkWez9OFD8K7b2CvWdVfb_image.png)

# <font color="#ffffff">4 - Edit an Activity</font>

***

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/8_aYGdgWSMNt3X2l96b_U-20260121-201514.gif)

To edit an activity, follow the steps below:

::::WorkflowBlock
:::WorkflowBlockItem
**Click on the desired activity**

An editing window will open on the right side of the screen.
:::

:::WorkflowBlockItem
**Edit the desired information**

Icon, name, description, or type of service.

To see how to modify forms or links, go to the corresponding pages: [Form](docId\:ZR2xoTvGkcvtLI9gXfPKS)&#x20;and [Activity Link](docId:1GDc3uBPZ8dX46Kzouc-b)
:::

:::WorkflowBlockItem
**Click Save**

The changes will be applied immediately. Click Cancel to return without saving.
:::
::::

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/wNtT1QvkE3Gx5xPhRvWAn_image.png)

# <font color="#ffffff">5 - Delete an Activity</font>

***

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/bYFFMdWKWEYHAE5hMzaor-20260121-201531.gif)

To delete an activity, follow the steps below:

::::WorkflowBlock
:::WorkflowBlockItem
Click on the desired activity

An editing window will open on the right side of the screen.
:::

:::WorkflowBlockItem
**Click on the trash can icon&#x20;**:FontAwesome[****]{icon="fa-solid fa-trash"}&#x20;

Located in the upper right corner of the window. A message will appear asking if you are sure about the deletion — this action cannot be undone.
:::

:::WorkflowBlockItem
**Click Delete**

A confirmation message will appear at the top of the screen informing you that the activity has been successfully deleted.
:::
::::

:::hint{type="warning"}
**⚠️ Atention:**

A exclusão de uma atividade é permanente e não pode ser desfeita. O formulário e os vínculos associados a ela também serão removidos.
:::

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/LfEhSE-0HdFvZSYMLkeWK_image.png)

