Linking an activity to a project
Scoro enables you to link every activity (a task, an event, a document, etc.) to a project, so it's easy to find whatever you need. Linking activities to projects also allows you to get detailed reporting on all jobs done related to a certain project. This helps to plan your work even better.
Calendar is for events that take place on a specific date and time, tasks have deadlines by dates, not a specific time, but they're both considered activites.
There are several options for linking an activity with a project:
- Open the project view, click on Add under Planned activities and pick the suitable option. This way the activity is automatically linked to the relevant project.
- Open your task list and click on Add task.
- Open the calendar and click on a suitable time box to add a new event.
When using the last two options, you need to link the activity with a project by hand. Just click on the field Link with project and select the relevant project from the dropdown.
Activities with notifications can also be added for other users. In addition, you can mark a task already done when adding it. Future activities are displayed under planned activities, all the activities marked as done and events already passed are automatically moved to the Past activities list and added to the work report.
With the help of planned and already happened activities, you'll have a clear overview of what has been done and what still needs to be done. All the activities will also be visible in the calendar and task list.
Note! To help you plan your project activities even better, we've created the Phases and Milestones feature. Read more.
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