Page 67 - Unanet AE: Using Project Management

o Activity Assignment: Get notified when you are assigned to an activity.
o Activity Updates: Receive alerts for any updates or changes made to an
activity you're involved in.
o Upcoming Activity Due Date: Be reminded when an activity you're
assigned to is nearing its due date.
o Activity Status Change: Receive notifications when the status of an activity
changes, such as moving from In Progress to Completed.

On the Connections tab you can connect Activities to Outlook to see assigned
Activities on your calendar based on Due Date.

By fine-tuning these settings in the Activity Preferences screen, you can make sure
you're kept informed about activities in a way that suits your workflow and schedule.

Activity 4.1 – Create and Update Activities
In this activity, you will create a new Activity and update it.

Activity Steps

Part 1: Create Activity
1. Select Activities.
2. Verify that the Board view button is selected.
3. Click the Add activity button in the To-do section.
4. Type Update Specs in the text field, replacing the “No title entered” text.
5. Type Test activity in the Details field.
6. Select the X to close the Activity.

Part 2: Update Activity
1. Select the title of the Update specs Activity. The Activity details open.
2. Select the plus icon for Assignees.
3. Select the Fletcher, Erwin P. check box.
4. Select the Apply button.
5. Select <date one week from today> in the Due Date field.
6. Select the Checklist tab.
7. Select the Add item button.
8. Type First Checklist Item in the text field, replacing the “No title entered” text.
9. Select the X to close the Checklist item.

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