There are several ways to automatically add activities to members, including through the GitHub integration, Twitter integration, and the API.
But sometimes you just want to add a single one-off activity to a member profile, like when you have a zoom or coffee meeting, they speak at an event on your behalf, or otherwise contribute in a meaningful way.
In those cases, navigate to their profile page ad click Add an activity:
Clicking that link will open a dialogue for entering the event:
Refer to the image above to see where these fields appear in the timeline items:
- Title (required)
- Link Text
- Link URL
- Type: this optional hidden field will allow you to group and report on activity types, like events, meetups, pull requests, tweets, etc.
- Key: this optional hidden field is used to avoid duplication of activities.
To import several activities to your workspace at once, add first all the activities, and the members who did them, to a CSV file. Navigate to the Workspace Settings page, click the Import tab, then Import Activities.
The expected CSV format is as follows:
NOTE: Be sure to quote column data that contains a comma, such as tags.
In order to identify the member that did the activity, at least one of the following is required:
|name||Text||The full name for the member|
|Text||The email address for the member|
|github||Text||The Github username for the member|
|Text||The Twitter username for the member|
|Text||The LinkedIn username for the member|
|discord||Text||The Discord username for the member|
The title of the activity is required:
|title||Text||The title of the activity|
The following columns are optional (refer to the image above to see how they’re used in Orbit)
|description||Text||A description of the activity|
|link||Text||A relevant external URL|
|link_text||Text||The text that will be displayed for the link above|
|type||Text||The activity type to enable better grouping and reporting|
|weight||Decimal||The activity weight (learn more)|
|key||Text||Used to avoid duplication of activities|
|occurred_at||Date||When the activity occurred (ISO 8601 format, e.g. 2021-06-24)|
|pinned||Whether or not to pin the activity to the user profile|
|member_tags||Array (Text)||Tags to associate with the member (e.g. "tag1,tag2,tag3"). Will override existing tags|
|member_tags_to_add||Array (Text)||Tags to associate with the member (e.g. "tag1,tag2,tag3"). Will append to existing tags|
Having trouble importing a CSV file? Head to the Troubleshooting CSV imports section to read about common issues and how to fix them.
To learn more about specific types of activities added by Orbit's integrations, as well as the idea of activity weights, please visit this section of our doc.
Updated 5 days ago