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Set up activities

A Task is typically a small goal of your organisation. It is achieved by performing activities. Project Managers are responsible for deciding on the tasks that must be achieved to complete a project. Project administrators can add to the pool of activities.

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Step 1.

Head to Activities under Global settings, then click New activity.

Step 2.

Setting the activity as overhead makes it only available on projects that are also set as overhead. This is generally used for internal, non-chargeable projects and work.

Step 3.

You can also define which Departments will be able to use this Activity.

In this screen you can view the Activities in your company.

Step 4.

You can also disable (and for activities without attached data, disable and delete) activities that you no longer use. You can choose whether or not to show disabled activities in this list. To delete it, you must first disable it.

Related Guides

Want to learn more? Check out these related guides