Activities are divided into five groups. This separation is done to offer you a more intuitive user experience.
- Calendar entry
- To-do: Short tasks and reminders
- Project task: Tasks that take a longer time to complete, and go through different steps
- Personal: Entries that nobody else can access
- Absence: Holidays, sic leaves etc.
When adding a new calendar entry duration, location, participants and resources are shown as default. Entries are synced into your calendar based on settings if sync is enabled.
To-do's are designed to handle small tasks and reminders like sales calls. Clicking the Add task button enables you to open a quick add view for a new to-do. Just give it a descriptive name and add. By default the to-do is added to current day. You can also go to the full editing mode by selecting Edit.
The main difference with other activities is that you have the possibility to set a status to project task. Default statuses are Not started > In progress > In review > Done. You can view tasks in kanban where it's easy to change the status of them by dragging.
Personal activities are entries that no one else can access. You are seen as busy in the calendar but activity name and description is not shown to others.
Absences are entries that affect for both work hour balance calculation and resourcing. If work hour balance calculation is used, activity can be considered as paid (i.e. Holiday) or non paid (i.e. Flex time).
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