This method of adding an activity requires that the project you want to add an activity to has already been added to the database. For instructions on how to create projects, go here.
To be able to add an activity to an existing project created by some other user, you may need to have "Access all projects" and "Add activities" permissions, too. Unless you have these, you may not be able to access the project in question and thus unable to add an activity to it.
To create an activity:
- Log in as a user with permission to add activities. See the note above, too. If you are logged in already, skip this step.
- Select Activity Center from the menu on the left.
- Use one of the procedures described below.
- Once you saved the activity, you can supply extra details as follows.
- Locate the activity on the list in Activity Center, hover on its name and click Details. This will open the activity details section.
- With the activity created, you can supply any extra details on the activity details section.
Adding an activity to an existing project
Project Add Activity ('+') button
You can also add an activity to a project (or a sub-activity to an activity), etc.:
- Hover on a project and click '+' next to project name.
- Enter the activity name and press Enter or click outside the box to save changes.
Alternative methods of adding an activity
"More actions" button
- Hover on a project name for the Details and More Actions (...) buttons to appear.
- Click the "More actions" button and select "Add activity" from the drop-down list.
Activity Add sub-activity ('+') button
You can quickly add a sub-activity to an activity:
- Hover on an activity and click '+' next to activity name.
- Type the name of the sub-activity, and press Enter or click outside the box to save changes.
Once the activity has been created, you can modify its details as required on its Task Details page or via controls available in the Activity Center.
Attaching files to the activity
You can attach any number of files to the activity, so that they become sharable between all involved with the activity. This is done in the Attached files section of the screen. To learn more, see Attaching files to an activity.