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The Activities feature helps you to keep track of tasks, each activity comes with a percentage complete section, which is not only efficient, but also provides a free dopamine hit! You’re welcome!

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How can activities help you?

Find out more about activities feature in the page below, or jump straight into setup

Activities - overview

Setting up activities (web)

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This section covers creating activities. If you’re looking for guidance on how to use activities in the app - skip to here

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Activities lists all activities related to your project.

Managers can add related documents for site teams to access (e.g. RAMS) and any user can associate any SmartNote with one or more activities to keep records together for different stages/activities of work.

How to create an activity

Select Activities on the sidebar
Select Add new activity
Enter the name and description of the activity
Start and End dates are mandatory entries
Enter an ID (optional) which is useful when using the Gantt chart feature
Assign users to the activity
Select the activity status
If needed, you can add attachments using the ‘Upload’ button

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You can use the Custom Briefing Sheet to add all the relevant questions that you want the team to tick and confirm when checking into the activity. (It’s like a Point of Work Risk Assessment). You can also select a signature requirement for the briefing sheet.

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