View - Project - Project register
- Activity
In the Activities tab you can create new activities linked to the project, edit activities already created/linked, or delete activities.
If you have made any changes you will need to click the Update button to update the list of activities shown.
In the Type drop-down menu you can filter by the type of activity you would like to see in the tab. This may be practical to use if in time the project fill up with registered activities. You can also select whether you would like to see All, Completed or Incomplete activities.
How to link an activity to a contact
Click New
to open the Edit activities window.
Enter all required information in the Edit activities screen.
Select which contact the activity involves by clicking on the Link button. You can also select a contact person from the drop-down list.
Click OK to update the list in the Activities tab.
Select the
activity and click the Edit button
to make any changes. The Edit activity
screen opens and you can make the changes you need.
The activity has now been linked to the contact.
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