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LESSON 4: WORKING WITH ACTIVITIES



               Learning Objectives

               Recall how to manage work assignments with Activities in Unanet AE’s web application.


                   •  Explain the key concepts related to Activities in Unanet AE.
                   •  Describe how to access and navigate the Activities.
                   •  List how to add, assign, and complete activities.
                   •  Explain activity filtering and preferences.
                   •  Describe how activities integrate with Project Central.


               Overview
               Managing work assignments efficiently can be critical to the success of any project.
               Unanet AE offers a suite of tools to help you plan, monitor, and control various
               assignments that are part of your projects or other record types. This lesson will provide
               a comprehensive guide on how to manage Activities using Unanet AE.


               Key Concepts

                   •  Activity Card: Represents a single task or Activity.
                   •  Board View: A Kanban-style view for monitoring Activity statuses.
                   •  List View: A traditional list format to view all Activities.
                   •  WBS View: Shows where activities are assigned in the WBS structure and only
                       available on the Activities tab in Project Central.
                   •  Activity Preferences: Customizable settings for your Activities.
                   •  Time Entry: Option to log time spent on an Activity.
                   •  Archive: Older Activities can be archived to hide them from view.


               Accessing Activities
               Navigation Menu: Users can go through the general navigation menu by clicking on
               Activities. Here, you will be able to see all the activities that you have either been
               assigned to or have assigned to others. By default, you will be in the Board View, which
               displays Activities as cards. However, you also have the option to switch to List View if
               you prefer seeing activities displayed in rows.

               Project Central: The second method for accessing Activities would be more typical for
               Project Managers and is specific to individual projects. Open a Project in Project Central
               and click on the Activities tab. This gives you a tailored view of activities directly


               Lesson 4: Working with Activities                              ©2024 Unanet. All rights reserved.   65
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