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Creating an activity

Activity
To create a new activity, click the ACTIVITY MENU on the left sidebar, and then click ADD ACTIVITIES button in the top right corner.
You will see a form like this.
1. List
Click on the LIST field. It will open a modal like blew.
You will see all the LIST of assets from your database table. You can SEARCH by typing in the top right search box and you will see your search result. Then click on the target list NAME. It will select this item and save it in the database table.
2. Activity Type
Select any type from the list of activity types.
3. Activity Priority
Select any priority from the list of activity priorities.
4. Activity Status
Select any status from the list of activity status. [ex. Open, Assigned, Requested]
5. Audit Code
Click on the AUDIT CODE field. It will open a modal like blew.
You will see all the AUDIT CODE from your database table. You can SEARCH by typing in the top right search box. Then you will see your search result. Then click on the target list AUDIT NAME. It will select this item and save it in the database table.
6. Projects
Select any project from the list of projects.
7. Planned completion data
You can select the planned completion date from the date window.
8. Completion data
You can leave it blank. This field will be filled by workers when all tasks will be completed.
9. Assigned To
Click on the ASSIGNED TO field. It will open a modal like below.
You will see all the USERS from your database table. You can SEARCH by typing in the top right search box. Then you will see your search result. Then click on the target items USER NAME you can SELECT MULTIPLE USERS. Then click on the SAVE button.
10. Completed by
You can leave it blank. This field will be filled by workers when all tasks will be completed.
Handling Tabs
GENERAL
COMPLITION
FILES
TASKS
In the general tab, you will see,
ACTIVITY DESCRIPTION you read and update this field on demand.
ACTIVITY SUMMARY you read and update this field on demand.
ACTIVITY INSTRUCTION you read and update this field on demand.
You can write COMPLETION NOTES.
You can browse or drag and drop files to upload.
A. Creating tasks by group
Click on the CREAT TASK BY GROUP button in the top right corner.
You will see, a modal like below,
Click on any group name, You will see a modal like below.
New Click on the SAVE button to save tasks.
B. Creating a task by filling out a form.
Click on the CREAT TASK button in the top right corner.
You will see, a modal like below,
Fill out the form and click on the SAVE button.
You need to explore the TASK TYPE, some fields depend on it.
Save and Navigate
After filling out all fields click on the SAVE button. Then click on the Next or Previous button to navigate.

Complete my activities

Creating an Automate Activity

Last modified 1yr ago