04: Planner – Setting up Activities

Once you have all your committees defined and set up, you will then add activities. The activity should be small enough to have a start and due date attached and have only one person responsible. If it is too large for one person, split up the task until it is not.

Adding an Activity
From the Overview on the Planner Module Action Menu, click Go!
Under each committee name, click on the Activity [Add] link.

Add the activity to the top line. If you know to whom you will be assigning it and the dates, add those now.

Repeat for as many tasks as you have for the committee.

Editing the Activity
You will edit the activity from the Overview view. To Delete, click on the Delete link (read below, the same will happen from this link) To mark it complete, click on the Mark Complete link.

To edit the details, click on the link.

Deleting the Activity
Click on the Delete link on the activity row. Any person assigned will also be released, but will remain as a member of the committee and in the people screen.

0. Overview
1. People
2. Committees
3. Activities