Getting Started with Activities

Applications › Activities

Use Activities to record and maintain work items and related follow-up information.

What You Can Do

• Use Save to save an activity record.
• Use Update Current to update the activity currently open.
• Use Delete Current or Delete to remove an activity.
• Use Apply filter to narrow the activities list to relevant records.
• Use Columns Chooser to select the information displayed in the activities list.
• Use Export to export activities list data.
• Use Attach to add an attachment to an activity.
• Use Tickets to work with related tickets.
• Use Standard Layout or Add Layout to apply or create a list layout.

First Session: Update and Save an Activity

1. Open Applications > Activities.
2. In the activities list, open the activity you need to record or update.
3. Enter or revise the activity information in the activity record.
4. Select Save to store your changes.

To continue working on an already saved record, select Update Current, make the required changes, and then select Save.

Confirm That the Activity Was Saved

After you select Save, the activity record remains available with the entered information. Return to the activities list to locate the saved activity and continue managing it.

Next Steps

• Use Apply filter to focus the list on the activities relevant to your work.
• Use Columns Chooser to display the activity information most useful to your team.
• Select Attach when supporting documents need to be kept with an activity.
• Select Tickets when the activity is associated with ticket-based work.

Related pages

• Activities — Overview
• Activities
• Activities — Learning Path