Schedule activities

You can schedule activities (such as Call, Meeting, etc.) directly for each project by clicking the clock icon on the project card.

This opens a list of existing activities and allows scheduling a new activity by clicking + Schedule an activity.

Activity settings

On the activity scheduling pop-up window:

• Select the Activity Type;

• Enter a Summary of the content;

• Set the Due Date;

• Assign the responsible employee.

Note

Once an activity is scheduled, the clock icon may change to a phone, a group of people, or another icon corresponding to the selected activity type.