Activities

Quick Search

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Search here using a Keyword, Activity Code, or Activity ID.

Dashboard

The Project Dashboard provides search and filters for each of 7 category tabs. These are Activities, Members, Clients, Reports, Finance, Ideas and Tools.

Coordinator

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Make a selection here to display activities by a specific Coordinator. The default selection is All.

Staff Associate

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Make a selection here to display activities by a specific Staff Associate. The default selection is All.

Activity Type

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Make a selection here to display activities of a specific type. The default selection is All.

Find Activity

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Find an Activity: search here using a Keyword, Activity Code, or Activity ID. Click the checkbox to enable searching by date range.

Add New

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Add New Activity in the Manage Activities sidebar on the Activities dashboard allows you to fill in the initial details for a new activity. This screen will appear again as the Activity Details dialog when editing an existing activity.

Upcoming

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Provides a list of approaching activities the user is associated with as Coordinator or Staff Associate. $$$

My Clients

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Provides a list of Clients the user is associated with as a Client Contact. For more information regarding Clients and Client Contacts refer to Clients in the navigation menu. $$$

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