Use Activities in the Work Plan
This article explains how to use Activities in the OnePlan work planner.
Open the Activities pane to add multiple activities for a selected task. Activities allow for smaller pieces of work to be tracked, that don't need to be a full task in the plan. This allows agile planning of work within the overall plan/schedule.
Video Length - 3:09
Show Activities
Select a task.
In the Grid Options menu, select Show Activities.
The Activities pane opens on the bottom half of the screen.
Add a new activity.
Type into the Add Activity field, then hit the Enter key.
Click the Add icon (+). A new activity card will open in the NOT STARTED lane.
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Edit Activities
Right click on the desired activity card. Select Edit task. The Edit task form will open.
Update the Edit task form.
Name: Enter the name of the activity.
Description: Enter a description for the activity.
Resources: Select resources to assign to the activity.
State: Select the state the activity is in.
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Delete Activities
Right click on the desired activity card and select Remove task.
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Update the Activity status
Update status by right clicking on the activity card
Right click on the desired activity card. Go to Change column, and select the desired activity status.
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Update status by drag and drop
Select the desired activity card. Drag and drop the card to the desired location.
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Assign the Activity to a resource
Right click on the desired activity card. Go to Resources.
Select the desired resources from the project team to assign to the activity. You can select multiple resources.
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