In this article, we're going to show you how to make your activities appear in the Go Portal. When creating or editing a program, you'll need to indicate which activities you want your team to be able to request or autonomously schedule. Let's show you how!
When deciding which activities should be visible on the Go Portal, remember:
Requesters
These users can access go.gopinata.com to submit requests for tasks. If enabled they have the ability to request a specific date + time as well as third party staffing. This is a great way to reduce one-off requests via email and have these tasks go straight into your dashboard!Autonomous Schedulers
These users can create their own gigs assigned to themselves, to check-in and complete reporting. The autonomous ability is great for employees who manage their own gigs and complete work autonomously.
How to Add an Activity to the Go Portal:
Either create or edit an existing program
Head to the section named "Customize Activities"
Select the checkboxes to allow an activity to be requested or autonomously scheduled via the PINATA Go Portal.
NOTE: this can be adjusted per program. Moreover, you must also add any/all users who Can Request or Can Autonomously schedule in order for them to be able to access these activities. If you don’t add them to the program (or give them the proper permissions), they will not be able to request/schedule this activity.
Select Save & Continue
