Member Performed Activities

You can share certain activities with members to complete on their own. This can be helpful if you want members to fill out information before a visit or at their own pace. Activities can be shared by email or text (if your organization uses the call center feature).

Setting Up a Member Performed Activity

Start by creating a new activity, just like you would for any activity. (For step-by-step instructions, see the Creating New Activities articles.)

When you’re on the Activity Builder page, check the box that says Allow member to perform this activity directly.

Tip: If you want the flexibility to do the activity with the member or let them complete it on their own, you’ll need to create two versions—one with the box checked, and one without.

Sharing the Activity With a Member

Go to the member’s profile.

Click + Activity.

Select the activity you created for member self-completion.

Choose whether to schedule it for now or later.

The platform will generate a unique link to share with the member by email or text.

Note: Members can receive texts only if your organization has the call center feature enabled.

You can also copy and resend the link at any time from the activity actions menu.

Checking the Status

After the activity is scheduled, it will appear highlighted in green on the member profile. This confirms it was shared for member self-completion.

The status will show as Scheduled until the member begins the activity.

Once the member starts the activity, the status will update to In Progress.

After the member completes the activity, you can view the summary by opening the activity and selecting View Summary from the activity actions menu.