Creating an Activity for a Building
Video - Creating an Activity for a Building
1 - Go to the Properties menu and select Buildings
2 - Select the Building that you would like to create the Activity for.
3 - Select the Activities tab.
4 - You will see a list of all Activities associated to this Building (and to Units within this Building). Select the Add Activity button to create a new Activity.
5 - This will bring up the New Activity window, ready for you to fill in the details.
Activity Overview
1 - Select the Type for this Activity. Please ensure you have set this up prior - you can follow the steps here.
Chose the relevant Type.
2 - Select a Priority for the Activity.
This can be One - Five, to be determined what these imply for your business.
3 - Fill in the subject and content (description) as suitable. Note that the Building has already been selected.
4 - Assign the Activity to someone. Use the Assignee field to do this. It's a type ahead field, so just start typing the name of the person to assign it to and the system will give you suggestions.
5 - Set a due date, i.e. the date that this Activity needs to be completed by.
6 - Pick the date and time.
7 - If you have the information already, you can also set a scheduled date and time.
8 - Select this from the calendar. Note that you can come back to do this at a later stage.