Activities

Activities are key management tasks or events related to the overall record.

Note: You can also create planned activities (not to be confused with activities) for grants and contracts. What’s the difference? Activities are general to the record, relating to overall task management. Planned activities are more specific to execution of the grant, project, etc.

Examples of activities could include: 

• Site visits / memos
• Monthly project meetings, including minutes and notes
• Progress reports

To get started, click the Add icon at the top of the Activities table.

Assign a type for the activity, along with the other required fields of due dates, activity and action required, etc. The Activity Owner is the team member responsible for completing the activity. Click Save Changes. 

Note: If the Activity Owner is different than the Activity Creator, the Activity Owner will be notified of their new assigned task. Both the Activity Owner and Activity Creator can enter or edit fields for the activity. 

Once saved, the activity Owner can continue with the activity tabs: Details, Documents, and Permissions. The interactions on these tabs are the same as the corresponding tabs for planned activities.

If you close the activity, it appears in the Activities table. 

Double-clicking an activity opens it for viewing or editing. While an activity is highlighted in the table, you can delete it.