Setup by Project Coordinator

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Step 1: Prepare Project Plan Document

Example of Project Plan Document

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Step 2: Create Project Activity

1. Open Project Workspace Select Activity Doctype, or find it with Search Bar

1. In filter bar, filter that Project that want to add Activities, Select +Add Activity

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Step 3: Fill the Activity data based on Project Document

• Type,

• Code and Name,

• Project,

• Is Group or not Group

• Parent Activity (Example Parent of Activity 1.1 child of the Ouput 1,

• Indicator (if has),

• Timeline (Start Date & End Date),

• Description -> Save

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Step 4: Assign User to Task/Activity

1. Open Selected Activity, select Assign To +

1. Add user to assign, add deadline

1. The user that have assign, will take notification in system

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Step 5: Use Other Activity View, to Double Check

The Recommended view for Project Activity:

1. List -> General View

2. Tree -> Make sure the Activities/Task in correct Group

3. Gantt -> View Project as timeline

4. Kanban -> View Project checking status or doing a task