Task changes create to-dos in Activities
What moves
When a task is created or completed, a to-do is created in Activities for its assignee, or for the person acting when nobody is assigned. A new comment adds a reminder for the assignee. Each is created once.
Before you start
- Project Management and Activities in your plan
Step by step
- Project memberProject Management
Creates or completes a task, or comments on one.
You see:The change is saved in the project.
- SystemActivities Workspace
Creates a to-do or reminder for the assignee, once per change.
You see:The item appears in the assignee's inbox with the task's title.
- Project memberActivities Workspace
Opens Activities as the assignee.
You see:Sees the to-do next to work from other modules.
Related
- Activities Workspace
- Project Management
- Turn a chat message into a task
- A scheduled meeting invites its attendees
- Calls, meetings and to-dos on a lead appear in the shared agenda
- An organiser invites attendees and collects their answers
- Meeting action items become to-dos for their owners
- Connections between modules