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  • 1.  Activity Plan

    Posted 02-21-2025 13:56
      |   view attached

    When using the activity planner the description does not carry over to the scheduled activity.
    The rule name shows when an agent hovers over but it does not show the description or link that was placed on the activity planner under description.  Should it show or does it have to manually be enter once scheduled.    


    #Scheduling

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    Wynona Cooper
    OPCall Center
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    Attachment(s)

    docx
    Description on Activity Planner.docx   70 KB 1 version


  • 2.  RE: Activity Plan

    Posted 02-24-2025 09:01
    Edited by Paul Wood 02-24-2025 09:15

    Hi Wynona, 

    at the moment the description field is more of an admin note on the Activity Plan.
    We are looking to change this and include the description as part of the Schedule Editor hover-over text. 
    There is an Idea for this in the ideas portal:

    Description in activity plans showing for agents.

    Please take a look and add your comments and use cases to help us during the design phase of this future feature.

    thanks, 

    Paul



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    Paul Wood
    Product Manager for Genesys Cloud Workforce Management
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    Original Message


  • 3.  RE: Activity Plan

    Posted 02-26-2025 09:49

    I'll vote on this too. Without the description we can't use it for training for example as the Advisors do not know for what training it's for so having to input it manually.

    thanks

    Mike



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    Mike Corley
    NABenenden HealthcareUnited Kingdom
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    Original Message


  • 4.  RE: Activity Plan

    Posted 09-25-2025 15:38

    Hello Team, i was trying to find more information on this topic. We are running into the same issue with the activity plan. it shows the activity name on the schedule for managers but on the agents schedules it just display the activity code name with no description. 



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    Jose Jimenez
    Workforce Manager
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    Original Message


  • 5.  RE: Activity Plan

    Posted 09-25-2025 17:12

    Hi @Jose Jimenez, 
    This has been captured in the below idea, which is on the roadmap for 2026.
    Description in activity plans showing for agents.

    We are also holding an Activity Plans Drop-in clinic on 29th September, if you would like to learn more about Activity Plans or have questions answered live.

    REGISTER NOW 📢 WEM Community Event: Activity Plans – Drop-in Clinic
    Paul



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    Paul Wood
    Product Manager for Genesys Cloud Workforce Management
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    Original Message


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