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Version: 1.2.9

Activities

The Activities module is used to create, manage, track, and monitor daily activities within the Time Management App.

Activities help users:

  • Organize day-to-day work efficiently.
  • Track meetings, follow-ups, and personal work items.
  • Maintain activity history and monitor overdue activities.
  • Improve productivity and work planning.
  • Link activities with projects, tasks, and subprojects.

Accessing the Activities Module​

To open the Activities section:

  1. Click the Menu (☰) icon from the top-left corner.
  2. Select Activities from the sidebar navigation.

Activities Screen Overview​

The screen is divided into the following sections:

  1. Header Section (Assignee Filter, Add Icon, Search Icon, Back Navigation).
  2. Activity Filter Tabs (Today, This Week, This Month, Later, OverDue, All, Done).
  3. Activities Overview Panel.
  4. Activity Details Panel.
  5. Quick Action Icons.

Activities Overview Panel​

Displays all activities in a list format. Each card summarizes the Activity Name, Notes, Assigned User, Activity Type, Planned Date, and Overdue Status.

  • Activity Types: Meeting, To-Do, Follow-Up, Reminder, Call.
  • Overdue Indicator: If an activity exceeds its planned date and is not completed, it displays an Overdue label in red.

Creating a New Activity​

  1. Click the ➕ Add Icon from the top-right corner.
  2. Fill in the required information.
  3. Click the ✔ Save Button.

Activity Creation Fields​

  • Account: The connected environment.
  • Project & Subproject: Link to a specific project to enable tracking.
  • Task & Subtask: Associate with specific work items.
  • Assignee: The user responsible for the activity.
  • Connected To: Defines whether the activity is linked to a Project or a Task.
  • Summary: Primary title (e.g., Client Meeting, Follow-up Call).
  • Notes: Discussion points, outcomes, reminders, follow-up actions.
  • Activity Type: Category of activity (Meeting, To-Do, Reminder, Call, Discussion).
  • Date: Planned scheduled date.

Viewing and Editing Activities​

Select the required activity from the overview list to display complete information (Summary, Notes, Project/Task Info, Assignee, Date).

To edit, click the Edit Icon (or swipe left), update fields, and click Save.

Searching Activities​

Click the Search Icon and enter text to locate activities instantly.

Activity Swipe Actions​

Swipe Right Action (Delete):

  • Reveals a Delete Icon to remove the selected activity from the system.

Swipe Left Actions:

  • Edit: Opens the activity editing screen.
  • Mark as Done: Changes the activity status to Completed and refreshes the list instantly.
  • Follow-Up: Creates a new activity form with prefilled details (Summary, Notes, Project Info, Assignee, Type) from the original activity. Users can modify details and select a new date before saving, leaving the original unchanged.