Every activity in Crelate has an Activity Mode that controls what happens when you log or schedule it. Only administrators can change it. Default activity types, such as Task, cannot be modified or removed, so their mode cannot be changed. You can change the mode of any custom activity.
Choose an Activity Mode
Select Settings, and then Activities.
In Custom Activity Types, select the activity you want to configure.
Next to Activity Mode, select the drop-down, and choose a mode.
Select Save.
The four Activity Modes
Standard: For general notation. You can log that an activity was completed or is scheduled for a future date, but no meeting invitation is sent.
Calendar Invite: When scheduled, you can send a meeting invitation to your own calendar and to any invitees. This is typically used for events such as interviews and phone screens that may merit an invitation.
Interview: Works like Calendar Invite and is designed for interviews. It is available only for Contacts. When you schedule it, the invitation is sent automatically to the email address on the Contact Record where you schedule it, and to your calendar. You then select the Interviewer(s) from the users in your organization. You can also make it a Microsoft Teams meeting. It adds Notes for interviewers and a Scorecard.
Placement: For tracking a completed placement. When you create a placement activity, you can track additional information such as salary, start date, and fees.
Key takeaway
Administrators set an Activity Mode for each custom activity under Settings, then Activities. Choose Calendar Invite or Interview if you want to send a meeting invitation when you schedule the activity. Default activity types, such as Task, cannot be changed.