There are a couple of reasons why you might not be able to save a Planned Activity (Task):

1. Permissions: if you don't have the permission to create tasks, you won't be able to created a Planned Activity. If this is the issue, it will be quite clear because you will see an error message in the top right corner of the screen which says "Access Denied. Maybe you tried to access something you didn't have access to?"

If you would like to know more about our Roles and Permissions then check out this article 👍.
​

2. No Title: if the "Create Task" button is greyed out, please check that you have entered a title into the field called "Action*". As soon as you enter a title, the "Create Task" button will turn orange which you can then click.