Activities related to a project

Introduction:

This new feature allows you to set activities related to a project. That means:

  • An easier and more comfortable search of the list of activities while you create/edit a time record.
  • No more long lists – only activities related to the selected project are displayed.

How to switch it on

Go to the settings icon on the top right side of the page and click on "TIME TRACKING Settings". Choose the Features Tab and under Activities related to the project, it is possible to switch this feature on/off, just like the Time records approvals

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How to use it

When you are a user with at least one of the following roles (account owner, account administrator, project manager and/or owner of the project), you can set the list of activities related to a project. Just go to the project’s details and in the Activities tab, choose the activities related to the selected project.

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There are two views in the  Activities tab: Show all and Show only related. When you want to add an activity to the list of related activities, choose “Show all” and a list of all existing activities will be displayed. When you want to remove an activity from the list of related activities or only see which activities are related to the project, it’s more suitable to use “Show only related”. To use the list of related activities for the time records, the project has to have at least one related activity. If it doesn’t have a related activity, the users can create/edit time records with any activity.

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