Create a performance activity

When you are getting started with Totara Perform, you will need to set up the performance activities you want to assign to users. To create a new performance activity, follow these steps:

1. Navigate to Quick-access menu > Activity management.
2. Click Add activity.
3. Enter the Activity title and a brief Description.
4. Select an Activity type from the dropdown list:
   • Appraisal
   • Check-in
   • Feedback
5. Click Create.
6. You can edit the Activity title, Description and Activity type by clicking the icon of three dots (), then selecting Edit. If you do so, remember to click Save changes.
7. Configure the settings on the Creation tab and the Visibility and closure tab.
8. Add the activity content and configure the responding participants on the Content tab.
9. Configure the Assignments and Notifications tabs.

Next steps

• Add content to a performance activity