Difference between revisions of "Manage Activity Templates"
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{{bullet1|Assign to|Predefine the user, role, or group that the activity will be assigned to.}} | {{bullet1|Assign to|Predefine the user, role, or group that the activity will be assigned to.}} | ||
{{bullet1|Outcomes|The default outcome is '''Done'''. This can be modified and additional outcomes can also be defined. See '''[[#Outcomes|Outcomes]]'''}} | {{bullet1|Outcomes|The default outcome is '''Done'''. This can be modified and additional outcomes can also be defined. See '''[[#Outcomes|Outcomes]]'''}} | ||
− | {{bullet1|Show ''Time Spent''|Checking this option will expose the Time Spent field when completing an activity | + | {{bullet1|Show ''Time Spent''|Checking this option will expose the ''Time Spent'' field when completing an activity. This is useful if you want to track the amount of time that the activity took.}} |
{{bullet1|Show ''Start On''|Checking this option will expose the ''Starts On'' field on the activity}} | {{bullet1|Show ''Start On''|Checking this option will expose the ''Starts On'' field on the activity}} | ||
{{bullet1|Add a Checklist|Add a list of things that need to be done as part of this activity. See '''[[#Checklists|Checklists]]'''}} | {{bullet1|Add a Checklist|Add a list of things that need to be done as part of this activity. See '''[[#Checklists|Checklists]]'''}} |
Revision as of 20:58, 3 November 2022
Home > Collaboration > My Activities > Manage Activity Templates | Index |
Outcomes
Each Template will have a default outcome of Done
- Click on the Done button to edit it's display name, code or to change the colour of the button and to select if a reason is mandatory when the user selects this outcome when completing the activity.
Add additional outcomes to a template by clicking on + icon and giving each outcome a name, code, colour and choose if they require a reason to be given if the outcome is chosen.
Once a new outcome has been created click on the outcome name to be able to configure it's attributes
- Label: The display name for the outcome which will be seen by the user when completing the activity
- Code: The code which will be attributed to the outcome and could be used for reporting purposes
- Colour: Choose a colour which will be used for the outcome when the user is completing the activity
- Require Reason: Tick if you want to make it mandatory for the user completing the activity to have to provide a note when choosing this outcome for the activity.
Remove an outcome, including the default Done outcome by clicking on the outcome and using the remove option
(Top of Page)
Checklists
Optionally add one or multiple checklists to the activity template.
- Each checklist can have multiple items added to it
Select the Add Checklist option and give the checklist a name
- Add one or multiple checklist items to the checklist by using the + Add Item icon and giving each item a name - repeat for as many items as needed in the each checklist
Remove checklist items or checklists by selecting the Trash Can next to each checklist or checklist item
- Enforce Completion - Mark if the checklist must be complete before the activity can be completed
Use the Create option to create the Activity Template
Managing Existing Template
A list of all existing Activity Templates is displayed under the Activity Templates view, select a template to do the following:
- Use the Remove button to remove the activity template - this will delete the activity template and mean it is not available to use when creating new activities, it will not effect existing activities which are already using the template
- Edit the content of an existing activity template and then use the Update button to apply the changes. The Changes will only apply to new activities which use the template from that point forward
- Copy an existing activity template by using the Save as New button and giving the new template a different name