Creating activities, ideas, and tasks in Beenia is designed to be fast and flexible. Whether you prefer simple manual entry or fully automated workflows, Beenia adapts to how you work. Here’s an overview of the main ways to create activities.
Ways to create activities in Beenia
- Quick entry in MyView
Type a new activity directly in MyView to add it instantly, then add details or assign it to a workspace later.
- Activities app in a workspace
Create activities from the Activities app inside any workspace with just a few clicks.
- From meetings
Capture tasks directly during meetings by creating activities in the meeting detail view.
- From goals
Add supporting activities directly from a goal to keep actions and outcomes closely connected.
- Global add button
Use the global plus icon to create an activity from anywhere and choose the relevant workspace.
- Mobile app
Create activities on the go using the Beenia app for iOS or Android.
- Email to activity
Forward emails to Beenia to automatically turn them into structured activities, including attachments.
- Automations via Zapier
Connect Beenia with thousands of tools and create activities automatically based on events in other apps.
- Native HubSpot integration
Sync data, update goals, and automate activity or meeting creation directly from HubSpot workflows.
From quick notes to fully automated setups, Beenia gives you multiple ways to create activities that fit your workflow—without friction.
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