--- title: Create and Manage Client Activities and Tasks description: Create and manage client activities and tasks, assign reusable or client-specific activities, and import activities from a CSV for faster setup. --- [Skip to content](https://learn.enginehire.io/en/knowledge/create-and-manage-client-activities-and-tasks#main-content) English Show submenu for translations [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://learn.enginehire.io/tickets-view?hsLang=en) ![enginehire logo thin dark 1.0.png\]](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0.png?height=40&name=enginehire%20logo%20thin%20dark%201.0.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new) - [Customer portal](https://learn.enginehire.io/tickets-view) - Go to main page Go to main page Hello! You can find guides on how to do everything in Enginehire here. If you can't find what you are looking for or anything feels out of date, please contact us! - There are no suggestions because the search field is empty. 1. [Enginehire Help Center](https://learn.enginehire.io/en/knowledge?hsLang=en) 2. [Application Forms & Profiles](https://learn.enginehire.io/en/knowledge/application-forms-profiles?hsLang=en) # Create and Manage Client Activities and Tasks ## Create and manage activities and their associated tasks for client profiles. Configure reusable default activities, assign them to individual clients, or create client-specific activities and tasks to support personalized care and daily routines. You can also import activities from a CSV file to simplify bulk setup. Let’s get started 🚀 ### **Add Activities Section in Client Profile Builder** Add the **Activities & Tasks** section to the **Client Profile** Builder so activities and their associated tasks can be managed within individual client profiles.  **Step 1**: Log in to your agent dashboard, and click **More** \> **Application & Profile Builder** as shown in the screenshot below. ![image10](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image10.png?width=670&height=239&name=image10.png) **Step 2**: Click the **Filter by type** box to open the dropdown list. ![image15](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image15.png?width=670&height=190&name=image15.png) **Step 3**: Select the **Profile** option from the dropdown list. ![image4](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image4.png?width=670&height=232&name=image4.png) **Step 4**: Click the **Client Profile** builder to open it. ![image23](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image23.png?width=670&height=261&name=image23.png) **Step 5**: Scroll to the bottom and click the **Add Field** button. ![image35](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image35.png?width=670&height=196&name=image35.png) **Step 6**: Enter the **Field Label** and **Profile Label** for the **Activities & Tasks** field.  ![image28](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image28.png?width=670&height=136&name=image28.png) Disable the Required toggle, if you do not want this field to be mandatory. ![image20](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image20.png?width=670&height=136&name=image20.png) **Step 7**: In the **Section Name** field, select the **Activities & Tasks** option from the dropdown list. ![image9](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image9.png?width=670&height=254&name=image9.png) **Step 8**: Click the **Save** button to confirm your changes. ![image26](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image26.png?width=670&height=179&name=image26.png) ### **Add Default Activities** Create a default list of activities and tasks that can be reused across client profiles, helping maintain consistency while reducing repetitive setup.  **Step 1**: On your agent dashboard, click **More** \> **Global Settings** as shown in the screenshot below. ![image12](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image12.png?width=670&height=239&name=image12.png) **Step 2**: Click the **Clients** tab from the available tabs. ![image33](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image33.png?width=670&height=165&name=image33.png) **Step 3**: Scroll to the bottom and click the **Default Activities** option to expand and view its details. ![image6](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image6.png?width=670&height=260&name=image6.png) **Step 4**: Click the **Add Activity** button. ![image3](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image3.png?width=670&height=212&name=image3.png) **Step 5**: Enter the **Activity Name** and **Description** for the default activity. ![image11](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image11.png?width=670&height=212&name=image11.png) **Step 6**: Select the level of need from the dropdown list in the **Client’s Level of Need** field. For demonstration purposes, we are selecting the **Dependent** option from the dropdown list. ![image27](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image27.png?width=670&height=289&name=image27.png) **Step 7**: Click the **Add Task** button. ![image13](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image13.png?width=670&height=220&name=image13.png) **Step 8**: Enter the Task **Title**, **Caregiver instruction**, **Start Time**, and select the **Shift** for the task. ![image29](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image29.png?width=670&height=288&name=image29.png) You can add additional tasks to the activity by clicking the **Add Task** button.  ![image24](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image24.png?width=670&height=330&name=image24.png) To add another default activity, click the **Add Activity** button and repeat the same steps.     ![image25](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image25.png?width=670&height=181&name=image25.png) **Step 9**: After adding the default activities as required, click the **Save Default Activities** button. ![image1](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image1.png?width=670&height=277&name=image1.png) ### **Add Activities to the Client Profile** Assign default activities to a specific client or create additional client-specific activities and tasks based on their individual care requirements.  **Step 1**: On your agent dashboard, click **Clients** in the navigation bar. ![image33](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image33.png?width=670&height=165&name=image33.png) **Step 2**: Open the client profile for which you want to configure activities.  ![image34](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image34.png?width=670&height=263&name=image34.png) **Step 3**: Click the **Profile** tab to navigate to the client profile. ![image21](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image21.png?width=670&height=151&name=image21.png) **Step 4**: Click the **Activities** option from the left-hand navigation menu.  ![image17](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image17.png?width=670&height=228&name=image17.png) **Step 5**: Click the **pencil** icon next to the **Activities** heading.  ![image18](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image18.png?width=670&height=144&name=image18.png) **Step 6**: Enable the **Show** checkbox for each default activity that you want to make available for the selected client.  ![image5](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image5.png?width=670&height=305&name=image5.png) To create a new activity instead of using a default one, click the **Add Activity** button and follow **Steps 5–8** in the **Add Default Activities** section.  ![image31](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image31.png?width=670&height=157&name=image31.png) **Step 7**: Enable the **Show** checkbox for the newly created activity.  ![image16](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image16.png?width=670&height=283&name=image16.png) **Step 8**: Click the **Save** button to confirm your changes. ![image19](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image19.png?width=670&height=194&name=image19.png)    The selected default activities and any newly created activities, along with their associated tasks, will be added successfully to the selected client profile.  ![image14](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image14.png?width=670&height=204&name=image14.png) ### **Import Activities** If you already have activities prepared in a CSV file, import them into Enginehire instead of creating them manually.  **Step 1**: On your agent dashboard, click **More** \> **Import and Other Tools** as shown in screenshot below. ![image8](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image8.png?width=670&height=268&name=image8.png) **Step 2**: Click the **Import Activities** button and select the CSV file that contains the activities you want to import.  ![image7](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image7.png?width=670&height=224&name=image7.png) **Step 3**: Select the **ID Field** from the dropdown list. If you have a unique ID from your previous system that you use to match users between your previous system and Enginehire, select it here. If you are matching users by name or email, leave this field blank and use the field mapping below.  ![image2](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image2.png?width=670&height=189&name=image2.png) **Step 4**: Map each column in the CSV file to the corresponding Enginehire field.  ![image32](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image32.gif?width=670&height=275&name=image32.gif) **Step 5**: Click the **Import** button. The activities from the selected CSV file will be imported successfully. ![image22](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Application%20Forms/Create%20and%20Manage%20Client%20Activities%20and%20Tasks/image22.png?width=670&height=229&name=image22.png) - [Onboarding](https://learn.enginehire.io/en/knowledge/onboarding?hsLang=en) - [Application Forms & Profiles](https://learn.enginehire.io/en/knowledge/application-forms-profiles?hsLang=en) - [Templates & Communication](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en#main-content) - [Documents](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en#documents) - [Jobs](https://learn.enginehire.io/en/knowledge/jobs?hsLang=en) - [Payments](https://learn.enginehire.io/en/knowledge/payments?hsLang=en) - [Integrations](https://learn.enginehire.io/en/knowledge/integrations?hsLang=en) - [App](https://learn.enginehire.io/en/knowledge/app?hsLang=en) - [For Candidates & Clients](https://learn.enginehire.io/en/knowledge/for-candidates-clients?hsLang=en) - [Backup Care](https://learn.enginehire.io/en/knowledge/backup-care?hsLang=en#main-content) - [Instant Book](https://learn.enginehire.io/en/knowledge/backup-care?hsLang=en#instant-book) - [Data Import & Export](https://learn.enginehire.io/en/knowledge/data-import-export?hsLang=en) - [Reporting & Logs](https://learn.enginehire.io/en/knowledge/reporting-logs?hsLang=en) - [Error](https://learn.enginehire.io/en/knowledge/error?hsLang=en#main-content) - [Authentication](https://learn.enginehire.io/en/knowledge/error?hsLang=en#authentication) - [Settings](https://learn.enginehire.io/en/knowledge/settings?hsLang=en) - [Domain](https://learn.enginehire.io/en/knowledge/domain?hsLang=en) - [Webinars and Training](https://learn.enginehire.io/en/knowledge/webinars-and-training?hsLang=en) - [Ways to Grow and Make More Money](https://learn.enginehire.io/en/knowledge/ways-to-grow-and-make-more-money?hsLang=en) - [Placements](https://learn.enginehire.io/en/knowledge/placements?hsLang=en#main-content) - [Job Board](https://learn.enginehire.io/en/knowledge/placements?hsLang=en#job-board) - [Enginehire Team Internal Videos](https://learn.enginehire.io/en/knowledge/enginehire-team-internal-videos?hsLang=en#main-content) - [Settings](https://learn.enginehire.io/en/knowledge/enginehire-team-internal-videos?hsLang=en#settings) - [AI](https://learn.enginehire.io/en/knowledge/ai?hsLang=en) - Home - Products - Pricing - Blog - Company [![Chill listening crop-3](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0-1.png?width=68&height=24&name=enginehire%20logo%20thin%20dark%201.0-1.png "Chill listening crop-3")](https://enginehire.io) Enginehire Help Center Copyright © 2026, Enginehire Inc.