Activities
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      Detail view of an activity

      Learn more about the detail view of an activity. We explain what is visible in the detail view and what you can set here.

      With a click on an activity, you get the detailed view of the activity. The detailed view of the activity opens on the right side of the window.

      Detailansicht einer Aktivität

      The detail view is used for further elaboration of the activity. Here you can edit the following properties of the activity:

      • Status of the activity (open / completed)

      • Title

      • Priority

      • Effort estimation

        • Estimated effort (How much time have i planned?)
        • Time needed (How much time did it take?)

      • Responsible person

      • Due date

      • Description
      • Comment

      In addition, you can view the history of the activity as well as comments of the activity.

      The image (see above) shows an open activity, as indicated by the status in the top left corner. Learn how to change the status of the activity in the section "Complete an activity".

      In the top right corner there are two functions. The three dots (⋮) provide the option to delete the activity. The right arrow (＞) minimizes the detail view.

      Change title

      Click on the title to edit it.

      Set priority

      Set the priority of the activity to distinguish between high, medium and low.

      Make responsible

      Define clear responsibility for the activity. Click "Assign person" and select a person from the list.

      ATTENTION: As long as the process is set to private (visibility), you can only select the people who have access to the process.

      NOTE: Use the search bar to quickly find the right person.

      Define due date

      With a due date, you ensure that the deadline is known.

      1. Click on the "Due date" area
      2. Select the date of the due date in the calendar

      NOTE: Be notified in time by email and turn on the email reminder. You can set the time/ event of the reminder. The person responsible for the activity will be reminded at the time of the reminder.

      HINT: If an activity exceeds the due date, a red icon with white exclamation marks appears in the activities overview.

      Describe the activity sufficiently

      The more precisely you describe the activity, the easier it is for your colleagues to help you implement it. Even if you are working on the activity alone, it is advisable to describe the activity sufficiently. This will allow you to jump back in at any time. 

      HINT: In everyday life, other tasks may interfere, keeping you busy with other tasks for a longer period of time. A description of the activity will help you get back to work.

      History

      In the history you will find all changes in chronological order (latest change on top).

      Comments

      Exchange ideas with other users about the activity.

      To mention a user enter at-sign (@) followed by the name.

      NOTE: As you type, the system makes suggestions on its own. Accept them by pressing the Tab or Enter key. You can also accept the suggestions with a mouse click.