wiki:UNIS/activities

Activities

Activities are associated with projects, organisations and resources. For example, if you want to track how long you have spent performing tasks related to a project (meetings, writing emails, development work, etc.) you would do so via activities. Similarly, if you wanted to log visits to a company, you would do so with activities.

The sections below describe how to add/edit/notify users of activities related to a project. Each task is exactly the same for organisations. For information regarding activities related to resources, see Resource Activities.

Add a new activity

To add an activity to a project, from the Activities tab, click New Activity:

You will see the following screen:

Select the type of activity and enter the date the activity took place. All other information is optional.

NOTE: If you would like to notify selected users that you have added an activity to the system, set the Notify users of this activity? flag to "Yes". You will be prompted to select the users to notify from a list and an automated email will be sent.

To save the activity, simply click Save.

Edit an activity

To edit an existing activity, click the Edit icon alongside the relevant activity:

Make your required changes, then click Save to complete the process.

NOTE: If you would like to notify selected users that you have updated the activity, set the Notify users of this activity? flag to "Yes". You will be prompted to select the users to notify from a list and an automated email will be sent.

Last modified 2 years ago Last modified on 17 Sep 2015 10:17:51

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