Adding Activities to your Project

Summary:

In the following article, we will review how to create, assign, and schedule activities in your project. 

Adding a task:

To add a task, select the task option and select “+ Add Task”:

A pop-out will appear where you can add details of the activity.

You can enter as much information as you wish and select the option “add task” at the bottom.

You add details such as choosing the Event Type from the drop-down box, adding a description, assigning the task to a team member, selecting the date, time, and duration of the task, and assigning a customer contact.

Once the task has been added, the team members will receive a notification and the task will be visible in the tasks section:

Adding a note:

To add a note, select the note option and select “+ Add Note”:

A pop-out will appear where you can add the note as well as a team member to be notified. Make sure to select the “Add Note” button to allow the information to save:

Once the note has been added, the team members will receive a notification and the task will be visible in the notes section: