Add a custom list of Activities in the Portfolio Dashboard / Settings.
Activities can include Work Instructions that are part of Standard Operating Procedures, Manufacturing Instructions, Safety Warnings, Installation Procedures, or any Requirements to complete a Task.
Default: All Users have access by default and can Print, Email, and Permissions for adding, editing, and deleting Activities and Activity Bundles in Settings and Task Details. Thi scan be changed in Settings / Permissions.
Activity Bundles
Users can create Standard sets of Activities and “Bundle” them for reassignment to any Task in the Future.
Select individual Activities and Group these Activities as an Activity Bundle in Portfolio/Settings/Activities.
In Task Details: Add an ‘Activity’ and/or an ‘Activity Bundle’ by Task in the “Task Details/Activities” tab.
To Manage Activities on Tasks, see more here…
