Activities - Main

The Main page contains detailed information about the activity. This information is grouped under the following headings. The activity document needs to be in edit mode before you can modify these fields.

ClosedSummary

The following fields appear after a task is linked and saved to the activity:

ClosedProject

The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document, and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.

Note:

  • Like all other project-related user interface elements, the Projects section is hidden if no projects currently exist in the workspace.

When editing the Project section, for activity documents without linked tasks, you can set the current document's project linking status to:

The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.

ClosedDetails

Note:

  • Task Information, Dates, Progress, and Duration and Work sections only appear once a task has been linked to the activity.
  • If a task has not been started, a notification will appear on the right-side of the page.

ClosedTask Information

ClosedDates

ClosedProgress

ClosedDuration and Work

Enter edit mode to do the following:

ClosedParties

 

ClosedDocument Settings