Activate a performance activity
  • 09 Nov 2022
  • 1 minute to read

Activate a performance activity


When you first create a performance activity its status will be set to Draft, ensuring that users do not see incomplete activities. After configuring the required settings and assigning the activity to users you will need to activate the activity. There are two ways to activate an activity, as detailed below. 

Note that the although the Activate option may be available, until you have added at least one question element and responding participant relationship per section and assigned users to the activity you will not be able to activate it, and will instead receive a warning saying it cannot be activated.

From the activity management page

This is the best option if you simply wish to activate the activity. 

  1. Go to Quick-access menu > Activity management.
  2. Click the icon of three dots () next to the draft activity you wish to activate.
  3. Select Activate from the dropdown list.

 Now on the Manage performance activities page the status of the activity will be displayed as Active.

From within an activity

This is the best option if you wish to edit the activity and then activate it. 

  1. Go to Quick-access menu > Activity management.
  2. Click the name of the activity you wish to edit and activate.
  3. Click the Activate button in the banner above the tabs. 

Next steps

Get involved in the conversation about Performance management in the Totara Community.

The Totara Academy also has courses dedicated to Totara Perform, including check-ins, appraisals, 360 feedback and competencies.

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