Birdview Support
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Activities
An activity you create can be one of three types – Task, Issue, or Request. A task-type activity would normally be a set of actions needed to be taken to attain an objective. An issue-type activit...
Creating activities
Overview In Birdview, you add an activity to an existing project, not any other way. To be able to add an activity to an existing project created by some other user, you need to have the "Access al...
Adding sub-activities
How to create an activity as the sub-activity of another, ‘parent’, activity is discussed in detail in Creating activities in Activity Center. Follow the link to access the help article.
Adding sub-activities in Activity center
Activity Center uses two view modes to display the list of projects and activities. One is flat view mode, where activities and sub-activities are not distinguishable one from the other. The other ...
Changing sub-activity to top level activity
How to change a sub-activity to a top level activity You can easily turn a sub-activity to a top level activity. Method 1 (drag-n-drop): Open Activity Center. Make sure that the Flat View is dis...
Editing activities in Activity center
To edit an activity in Activity center, follow the steps below: Log in as user with ‘Edit all’ or "Edit assigned" permission (e.g., Project Manager). If you are already logged in, skip this step. ...
Activity start and end dates
Overview The below is only applicable with enabled date rollup. See Date rollup. Should you specify no end date, duration, progress or estimated hours for an activity that has one or more sub-one...
Activity assignments
Overview You can assign or unassign users to/from activities, one by one or in batch, depending on your needs. Below are presented the mpost common ways to manage assignees: via the activity detai...
Editing activity assignees
Availability Overview In Birdview terminology, "assignees" mostly refer to activity assignees, to tell them apart from "project members". This has to do with the permissions "Manage/view a...
Selecting activities
How do I select activities in Activity center for batch operations or relocation? In Activity center, you select activities using checkboxes next to their names after the selection mode button () i...