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Creating an Activity

Using the Activity Creation Wizard

Written by Volaby Support
Updated today

Activities are how you organise volunteering or engagement opportunities in Volaby. Whether it's a recurring weekly outreach, a one-off workshop, or a multi-day festival, the activity creation flow walks you through everything you need to set up.

Getting Started

Navigate to Activity Management and select Create Activity.

You can create activities using either the Steps view (a guided wizard that walks you through each section) or the List view (a traditional single-page form). Switch between them using the toggle in the toolbar. Both views share the same data, so you can switch at any time without losing your progress.

Who can create activities: Admins can create activities for any program. Program Managers can only create activities for programs they manage.

Activity Type

The first step is choosing what kind of activity you're creating. This determines how dates, rosters, and people enrolments work.

Step 1: Activity Type

Regular

Activities that run on a recurring schedule. You set a start date and frequency (daily, weekly, fortnightly, monthly, yearly, or custom), and Volaby generates roster dates automatically. Best for: weekly outreach services, monthly meetings, regular shifts.

Once-Off

A single-date activity that runs once and doesn't repeat. You set the date and sessions, and that's it. Best for: standalone workshops, one-time events, single training days.

Flexible

Activities with no set frequency. Rosters are created manually as needed, giving you full control over when the activity runs. Best for: corporate volunteering, ad-hoc warehouse shifts, irregular engagements.

Event

An activity that runs over one or more specific days, with sessions that volunteers can select when they join. Event dates are chosen during creation and roster templates are generated for each date. Best for: festivals, conferences, fundraisers, multi-day training programs.

Details

Fill in the basic details of your activity:

Name

Give your activity a unique, memorable name. This is the primary title volunteers will see when browsing activities and managing their availability.

Program

Select the program this activity belongs to. Only volunteers and managers of this program will be able to see, join, and interact with the activity. Admins can select any program; Program Managers can only select programs they manage.

Description (optional)

Add additional context, instructions, or general information. This is visible to all volunteers who can view the activity.

Location

Set a physical address by searching and selecting from the dropdown, or choose Remote and provide a link, phone number, or other details. You must click on one of the dropdown suggestions when entering a physical address.

Tags (optional)

Activity tags help you sort and categorise activities by location, type, or any other dimension. Select from existing tags or create new ones from the Admin Console.

Attachments (optional)

Upload files up to 10MB in any format. These will be visible to all volunteers with access to the activity.

Schedule & Sessions

This section varies depending on your activity type:

Regular activities

  • Set a Start Date (required) and optionally an End Date

  • Choose a Frequency: once off, daily, weekly, weekdays, weekends, fortnightly, monthly (by date or day of week), yearly, or custom

  • If you choose Custom, you can define a detailed recurrence pattern

Once-Off activities

  • Set the date for the activity

  • No frequency options are shown

Flexible activities

  • Start and end dates are optional

  • Rosters are created manually from the roster management screen as needed

Event activities

  • Select your event dates using either Date Range (set start and end dates to generate all dates in between) or Pick Dates (select individual dates from a calendar)

  • A roster template is created for each selected date

  • Once created, event dates are managed from the Rosters page

Sessions

Every activity requires at least one session. Sessions represent different shifts, time slots, or roles within an activity - for example, "Morning Shift" and "Afternoon Shift", or "Setup", "Main Event", and "Pack Down".

For each session you can set:

  • Session name

  • Description (optional)

  • Start and end times (optional)

  • Minimum and maximum volunteer numbers

  • Report type - choose from your existing report types, or select No Report Required (No Impact) or No Report Required (Impact Tracked)

  • Alternative location (optional) - overrides the activity location for this session only

  • Required roles (optional) - restrict availability to volunteers with specific roles

For Event activities, sessions are available on every event date. Volunteers choose which sessions they want to attend on each day.

Tip: For Regular, Flexible and Event activities, you can create one-off sessions and customise rosters for individual dates from the roster management screen after creating the activity.

Privacy, Joining & Team

Configure how volunteers discover and join your activity:

Joining policy

  • Require approval - Volunteers must apply and be approved by a manager before joining. Useful for activities that require certain skills, background checks, or vetting.

  • Open activity - Any volunteer can join the team instantly without waiting for approval.

Roster type

  • Managed - Volunteers indicate their availability, and managers or activity leaders select the team and publish the roster.

  • Open - Volunteers can add and remove themselves from the roster freely.

Visibility

Keep this activity hidden from volunteers who aren't on the team. The activity remains visible to managers.

Maximum team size

Set a limit on the number of volunteers who can join. Once reached, new volunteers are added to the waitlist instead.

Event activities default to Open joining policy and Open roster type. Other activity types default to Require approval and Managed roster.

Add Team

You can add volunteers to the activity team during creation. Search for volunteers by name and add them to the team. You can toggle any volunteer as an Activity Leader by clicking the star icon.

Volunteers added here will be enrolled and receive an enrolment notification email when the activity is created.

You can also add team members later from the activity management screen.

Advanced & Review

Advanced configuration options are available to Admins and Program Managers. In the Steps view, these appear in the Review & Create step. In the List view, they appear as a collapsible section.

Event Mode

Toggle Event Mode on or off to control how volunteers are rostered when they join. When enabled:

  • For activities with a single session and single date, volunteers are automatically rostered (open roster) or marked as available (managed roster) when they join.

  • For activities with multiple sessions or dates, volunteers are prompted to select their preferred dates and sessions after joining.

Event Mode is enabled by default for Event activity types. It can also be enabled for Regular, Once-Off, or Flexible activities. The behaviour adapts based on your Roster type and Joining policy settings. See the Event Mode guide for full details.

Require approval for flexible rosters

When enabled, ad-hoc rosters added by Activity Leaders must be approved by a manager before they become visible to volunteers. This is useful when you want to maintain oversight of roster changes made by team leaders in the field.

Roster Comments

Control whether volunteers can leave comments on rosters for this activity.

  • Inherit - use your organisation-level default setting

  • Allow - enable roster comments regardless of the organisation setting

  • Prevent - disable roster comments regardless of the organisation setting

Check In / Check Out

Control whether volunteers can check in and out of their sessions.

Inherit - use your organisation or program-level default

  • Allow - enable check-in/check-out regardless of other settings

  • Prevent - disable check-in/check-out; volunteer hours and attendance are recorded by setting start and end times instead

Individual Shift Times

Allow setting individual start and end times for each volunteer on a roster. This is useful when different volunteers work slightly different hours within the same session.

  • No - all volunteers use the session's default times

  • Inherit - use the organisation-level setting

  • Yes - enable individual shift times for this activity

Address Hiding

Control how and when the activity's physical address is visible to volunteers.

  • Exempt from address hiding - when enabled, the address is always visible to volunteers regardless of your organisation-wide address hiding settings.

  • Time window override - if not exempt, you can override your organisation's default reveal and hide windows. Set the number of days before the activity to reveal the address, and the number of days after to hide it again. Leave empty to use the organisation default.

Saving

In the Steps view, click Create Activity on the final step. In the List view, click Save Activity in the top toolbar.

For Event activities, roster templates will be generated for each event date, and any team members you added will be enrolled automatically.

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