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Creating an Automate Activity

You will see a form like this.

Click on the LIST field. It will open a modal like below.

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.
Select any type from the list of activity types.
Select any priority from the list of activity priorities.
Select any status from the list of activity status. [ex. Open, Assigned, Requested]
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 and 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.
Select any project from the list of projects.
Enter a code of Automate activity.
You can toggle RECURRING by clicking this button. It will take action on the fly, you don't need to save the form.
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.
GENERAL
COMPLITION
FILES
TASKS
SCHEDULING

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.
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.
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.

After filling out all fields click on the SAVE button. Then click on the Next or Previous button to navigate.
Last modified 1yr ago