Project Activities (Non-Work Items)

Purpose

This article explains how to create a Project Activity, enabling users to manage operational follow-ups, meetings, and notes directly within a specific Project.

Project Activities centralize tasks, appointments, and notes linked to a project, ensuring visibility, accountability, and operational continuity without impacting Work Items or formal planning structures.

Overview

The Project Activity feature provides a consolidated operational layer within a Project where users can:

• Create Tasks
• Schedule Appointments
• Record Notes
• Assign Owners
• Track Status and Priority
• Share information with relevant users

All activities created from a Project are automatically linked to that Project.

They remain visible in:

• The Project’s Activities panel
• The My Activities panel (for assigned users)

This ensures both project-level tracking and personal visibility.

Access Path

Project Management → Projects → Select Project → Activities

Click Activities in the top-right corner of the Project screen.

Steps to Create a Project Activity

Step 1 – Open the Add Activity Panel

Inside the selected Project, click Add Activity.

Select the appropriate activity type:

• Task
• Appointment
• Note

Each type contains specific fields based on its purpose.

Step 2 – Create a Task

Tasks are used for project-related follow-ups, internal actions, or operational support work.

Complete the following fields:

💡 Tip: Use clear, action-oriented titles (e.g., “Confirm Client Kickoff Date” instead of “Client”).

⚠️ Important: Always assign at least one Owner to ensure accountability.

Click Save to create the task.

Step 3 – Create an Appointment

Appointments are used for project-related meetings or scheduled events.

Complete the following fields:

💡 Tip: Include clear agendas in the Description field to improve meeting efficiency.

Click Save to confirm the appointment.

Step 4 – Create a Note

Notes are used for informal documentation or contextual project information.

Complete:

💡 Tip: Use Notes to capture decisions, risks, or contextual updates related to the project.

Click Save.

Step 5 – Save or Save and New

Click Save to finalize the activity.

Click Save and New to immediately create another activity.

Once saved:

• The activity appears in the Project’s Activities panel.
• It becomes visible in My Activities for assigned Owners.
• It can be filtered by Today, Current Week, or Current Month.
• Status and priority indicators are displayed automatically.

Important Clarification

Project Activities:

• Are linked to a specific Project
• Do not create Work Items
• Do not affect Baselines
• Do not modify project scheduling structure
• Serve as operational support records

They complement Work Items but do not replace them.

Best Practices

💡 Recommendations for operational clarity:

• Use Work Items for structured deliverables.
• Use Project Activities for coordination and operational follow-ups.
• Use consistent naming conventions.
• Update status regularly to reflect real progress.
• Assign clear ownership for every activity.
• Set realistic deadlines.

Common Errors

Related Articles

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