/activities/:id/edit
Activity editor
Context-sensitive guidance for LifePlanner teammates and members.
Update an activity’s status, timing, or linked goal from the edit view whenever plans shift. This keeps your history clean and ensures integrations like Outlook stay in sync.
Methodology: Plans will change, but adjustments should be auditable rather than recreated from scratch so the analytics stay intact.
How to use: Use this editor to change timing, notes, or linked records, then save instead of duplicating the activity so history and Outlook sync remain accurate.