While working on a task, you occasionally need to create activities
to identify work that needs to be done to complete the task.
- From the task record form, click the Utility toolbar
icon and select CreateActivity.
- On the Activity tab enter values in at least
the mandatory fields:
- Headline
- Owner
- Priority
- Description
- On the Related Records tab you can associate
other activities by clicking Add next to the RelatedActivities field.
Either enter a keyword and click Search or click Browse and
navigate to a query to run to return a list of tasks. Select the task to be
associated with this activity and click OK.
Doc Assess type activities assess the need for documentation work.
Activating and completing a Doc Assess activity indicates that the assessment
has been completed. For example, you might use a Doc Assess activity to instruct
a writer to create an entry in the Release Notes. Click New next
to RelatedActivities to create an activity for documentation
work; set the activity type to Dev; and make sure that the activity task is
set to the same task as the Doc Assess activity. You can use
a query to retrieve the activities for a Doc Assessor (that is commonly a
technical writer).
- Click OK.