Activities are one of the most important parts of working inside Pear Suite. Whenever you are working with a member—whether it's an in-person visit, a phone call, or a virtual meeting—you'll document it as an activity. Think of an activity like the folder for a visit: it organizes everything you need to ask, record, and complete during your time with the member.

When you create an activity, you are setting up the structure for your interaction. You will decide what questions you want to ask, what information you need to collect, and whether you want the system to suggest any next steps based on the answers.

You can think of an activity as a container or house that holds one or more tasks. These tasks might include:

• A flow (which is a set of questions),
• A group event (involving multiple members at once),
• A scheduled SMS or email, or
• A combination of any of these.

You’re not limited to just one task per activity—you can include multiple tasks back-to-back in a single activity. For example, you might want to send a follow-up message after completing a screening, or schedule a second step after a phone call. All of this can live within the same activity.

Every activity you schedule is based on an activity template. This template tells the system which tasks to include, how the activity should behave, and what role(s) can perform it. All templates are created in the Templates section, which you can find in the green sidebar on the left. From there, you can go into the Activities tab to view, create, or edit templates for your team.

Understanding how activities work gives you the flexibility to structure your visits and follow-ups in a way that makes sense for your members—and your program.

Pear Suite makes it easy to create activities so you can focus more on helping your members and less on paperwork. If you're ever unsure about how to build or use an activity, don't hesitate to reach out to your Customer Success Manager for support.