Getting Started with Activity

User Guide › Activity

Activities record

Use Activity to record and maintain activity information. In your first session, open an activity record, enter its topic, and save the record.

What you can do

Use Search box to find activities in the Activities list.
Use Select to choose an available item or value.
Enter an activity topic in Topic Title Here.
Use Save to save changes to the current activity record.
Use Save and Close to save the activity record and return to the previous screen.
Use Tickets to access tickets associated with the activity.
Use Undo or Redo to reverse or restore recent changes.
Use Previous Page, Page 1, Page 2, or Page 3 to move through the Activities list.

Open Activities.
Use Search box if you need to locate an activity, then open the required Activities record.
In Topic Title Here, enter a clear topic for the activity.
Select Save to keep the record open, or select Save and Close to save the activity and leave the record.

The activity record is saved with the topic you entered. If you selected Save and Close, you return from the activity record after saving.

Return to Activities to find other records, move between list pages, or open Tickets for the activity.