This video discusses the following:
What is the Compliance Tracker?
How to create new activities
What are activity types?
How to configure activity workflows
How would a User like the activity to be created e.g from Quick Add, manually from transactions within GEMs, automatically after creating the Add Entity Wizard, or automatically after a saving a specific change within an existing entity
How to choose the fields you want to be displayed when creating an activity
Configuring the order and requirements of the to-do items within the activity
Configuring the recurrence of an activity e.g a User might choose annually for a General Annual Meeting activity
Configuring workflows linked to screens, deciding which screens should trigger an activity
Configure notification