Page 68 - Unanet AE: Using Project Management

Bulk Activity Updates
The Activity screen supports bulk updates to records to Delete, Archive, or Move
Activities between sections. This is done by selecting multiple Activities and clicking one
of the bulk action buttons at the top of the screen.

Activity 4.2 – Archive Activities
In this activity, you will learn how to bulk archive Activities.

Activity Steps

1. Select Activities.
2. Select the List view button.
3. Select the Update Specs check box.
4. Select the Move to button.
5. Select Done.
6. Check the check boxes beside the activities in the Done section. Note: Update
Specs is still selected.

• Research
• Call the team
7. Click the Archive button.

Filtering

The Activity screen supports filtering so that you can narrow your focus to only the
Activities that you're interested in viewing. You can filter by assignees, associated
record types, dates, status, priority, and archival status.

Activity 4.3 – Filter Activities

In this activity, you will learn to filter Activities.

Activity Steps

Part 1: Filter the Activity window
1. Select Activities.
2. Verify that the List view button is selected.
3. Select the filter icon at the top right of the screen.
4. Select the Archived Only check box.
5. Click away from the filter menu to close the menu.

Part 2: Clear the Activity filter
1. Click on the filter icon at the top right of the screen.

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