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How to Create an Activity

Support avatar
Written by Support
Updated over 4 months ago

Wellness activities can be health screenings, flu shots, coaching, online courses, or any other event that supports employee health.

Below are the steps to create a new activity in the Wellness360 Admin Portal.

1. Log in to the Admin Portal

  • Access your company’s Wellness360 Admin Portal.

  • Enter your credentials and click Login.

2. Access the Activities Section

  • From the left-side menu, select Programs, then Activities.

  • On the Activities page, click +CREATE ACTIVITY at the top right.

3. Choose the Activity Type

  • Predefined Activity: Select from existing templates (e.g., Preventive Exams), then click Select Activity.


  • Custom Activity: Click Custom Activity (top right) to build from scratch.

4. Review & Update Activity Details

  • Activity Name: Keep or change the predefined name.

  • Program Year: Specify the year this activity applies to.

  • Category:

    • Choose from the existing categories.

    • Click + to create a new category, enter the category name, and Save.

    • The New category will be available in the Category section.

  • Assign and Due Dates: Set when the activity is assigned to users and the deadline for completion.

  • Mandatory Option: Select “This Activity is Mandatory to complete” if required to be mandatory.

  • Activity Thumbnail: Choose a default banner or upload your own.

  • Repeat Activity: Specify how many times per year the users must complete the activity.

  • Points: Add points for completion (if applicable).

  • Prize: Describe any prize for completion (if applicable).

  • Verification Method:

    • Upload: Users upload proof to mark completion.

    • Honor: Users mark themselves complete. They can add a comment while doing this.

  • Requires Admin Approval:

    • Selected: Admin must approve the proof before awarding points.

    • Not Selected: Activity automatically completes once the user marks it done.

  • Assign to:

    • All users: Assign to everyone on the platform.

    • Segment: Assign to a specific distribution list or user group.

  • Verification Instructions: Edit the default instructions if necessary.

  • Attaching a Document: Optionally, upload a PDF for users to refer to.

5. Create the Activity

  • Review all details.

  • Click Create.

  • Your activity now appears on the Activities page under the specified Program Year and Category.

6. Preview and Edit

  • Select the activity from the Activities page to:

    • Preview the activity details.

    • Modify the activity details.

    • Delete the activity if it’s no longer needed from the actions menu.

For a custom activity, follow the same steps above, adding any additional details as needed.

*If you are experiencing any issues, please contact the Wellness360 Team.
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