Activity details

Overview

Activity fields

When you hover over an activity name and click Details in Activity center, the details panel opens on the right side of the screen. It consists of the following sections and fields:

Field	Description	Comments
Health	Three states are available: Good () At risk () Trouble ()	See Activity health.
Status	Drop-down list with available status values. Note: Status is type-sensitive. It means that the list of available statuses depends on the type of activity.	See Workflows.
Project/Parent name	Two options are available: If it is a top-level activity: Name of the project the activity belongs to. If it is a child: Name of the project > ... > Name of the parent.	Editable (hover the mouse over the name to reveal a link – Change). This action allows you to re-assign the activity to another parent/project.
Activity name	Name of the activity.	Editable (in-line editing).
ID number, Date of creation, and Creator	Activity ID details.	Non-editable.
Completion status message	Example 1: Activity was completed 2 days after its planned end date. Example 2: due to end in 7 days.	Non-editable.
Completion rate slider with the message "XX % done"	Allows you to set the desired completion rate of the activity manually.	Editable. If the activity period includes today's date, it will be shown as a small light-blue circle.
Actual hours (Time usage bar) & Hours left	Shows actual hours spent on the activity both as a numerical value and as a shaded portion of the time usage bar. Note 1: When actual hours < estimated hours the time usage bar is colored light blue with the actual hours portion darker blue. Note 2: When actual hours > hours left, the bar is colored red, and the hours left value becomes undefined. "Set hours left" prompt appears next to the bar. Note 3: When actual hours = estimated hours, the bar is colored yellow. Hours left: The value given is reciprocal with that in the Hours left field (see below).	Actual hours indicator is non-editable. To edit actual hours, use Time logs history (see Time logs). The hours left value is editable by in-line editing. The changes apply immediately to the value in the primary Hours left field (see below).
Description	Description of the activity.	Editable in a rich text editor. To edit, click on the description; or, if there is no description yet, click in the area with the 'Add description' watermark text.
Checklist	The section allows you to create a checklist of to-do or similar items related to the activity.	See Checklist.
Custom fields	The section contains any custom fields created for activities of the given type (all activities, tasks, issues, or requests).
Messages, Files, Audit trail	The section is used to post messages, attach files, and view audit trail.	See Attaching files to activity, Activity audit trail.
Add time entry	The button used to access the weekly time logger.	Note: The button is only available when you are assigned to the activity and have Add own time entries permission in your project access level.
Timer	A stopwatch to automatically measure the time spent on an activity.	Note: The button is only available when you are assigned to the activity and have Add own time entries permission in your project access level.
I'm done	The button used to mark your assignment within the activity as completed. As a result, the message "You have completed your assignment" is displayed. Also, the "Resume your work" link becomes available which can be used to continue your assignment.	Note 1: If you are the last person to complete your assignment on the activity, clicking the button will result in a prompt to close the activity. Note 2: The button is only available when you are assigned to the activity.
Milestone	The milestone indicator has two values:  - is not a milestone  - is a milestone	Click the diamond symbol to toggle between the 'Milestone' and 'Not a milestone' settings.
Type	Drop-down list with available types (task, request, issue).	Use this to change the type of the activity.
Priority	Drop-down list with available priorities.
Category	Drop-down list with available categories.
Time frame	Indicates the activity's time frame. Three scenarios are possible: From [date] - when only start date is specified. XXd YY.ZZh - when only duration* is specified [Start date] - [End date] (Xd Y.Zh)** (when any two of the parameters are given, e.g Start date + Duration). For completed activity: [Start date] - [Actual completion date] (Xd Y.Zh)*** (the actual completion date is an editable date, which equals by default to the date when the activity is given a treated as completed status, e.g. Closed).	Editable. Click to bring up an editor with three fields to edit: Start, Duration, and End (Actual completion - for completed activities).
For completed activities only: Planned end date	Specifies the date that was planned as the end date for the activity. The date is editable unless there is a dependency that prevents it from being edited or deleted.	The date the activity was given the closed status (or, rather, one of the treat as completed statuses) becomes Actual completion date, see item above. See Workflows to learn more.
Estimated hours	Contains an estimate of how many hours the activity will take to complete.	Editable.
Hours left	Hours left to complete the activity.	Editable.
Budget	The budget of the activity. Note: This budget does NOT include the budgets of its sub-activities, if any.	Editable.
Dependencies	The section is dedicated to dependencies.	Editable. Click to open the dependency editor. See Manage dependencies.
Assignees	The section is dedicated to the assignees.	Editable. Click to open the assignments editor. See Activity assignments.
* Duration accuracy is 0.25h. Minimum non-zero duration is 0.25 hours (15 minutes). ** Duration in decimal format rounded to the closest 0.25 h. *** Planned duration is specified.

Activity following

The Follow button is used to follow the activity. To learn more, see Activity following.

Activity financials

To access the activity financials settings, click the dollar button in the top right corner of the details section.

Additional options

To access additional options, click More actions .

• Repeat - makes the activity recurring. To learn more, see Recurring activities.

• Delete activity - allows you to delete an activity. To delete the activity:

1. Select Delete activity .
2. A confirmation dialog box with a counter will pop up.
3. Choose the appropriate action.

Undo activity editing actions

If you changed your mind or made a mistake when editing an activity, you can use the undo button available for a number of activity editable fields as discussed below.

Changes to the following project fields can be undone, provided the undo limitations are met (see below) are summarized in the table:

Undo button

When an undoable action is performed, e.g. the status is changed, the Undo button appears on the tab bar. 

• The button can undo one action at a time.
• To check out the last action to be cancelled, use the tooltip associated with the button, as shown:

• You can continue undoing actions on the undo list, until the button disappears indicating that no more undoable actions are available.
• Check out the undo limitations below to make sure when the button cannot be expected to appear.   

Undo limitations/capabilities

• Actions can only be undone within the current session (before the user refreshes the browser page or logs back into the system).
• The Undo button cancels the current user's own actions only (for example, user 1 edited name of Task 1 to Task 2, then user 2 edited the same name to Task 3. If user 1 then clicks Undo, the name will revert to Task 1).
• An action can be undone even if the user has performed any non-undoable action afterward (e.g., a user edited task name and then its estimated hours. If the user then clicks Undo, the name will be returned by its previous value, but the hours will remain the same).
• Multiple actions can be undone in a reverse sequence (starting from the most recent).
• A tooltip on the Undo button carries a message about the action that will be reversed on the next click.
• If, for some reason, it’s impossible to undo an action, the system will return an error message (for example, a user edited the task name. At the same time, someone else deleted the task. If the first user clicks the Undo button, the system will show an error message).