So there's hope however, I've tried to follow your guideline but I don't get it.
I hope you'll have a little patience with me. I did the following according to your second suggestion and I did it in 2 different ways:
First: I create a new Activity, linked it to a sub-project, saved it but it disappears right away and turns out to be closed right away. Can make it visible by selecting the Show Closed Items check mark. It does not appear as a linked item on the specific project page.
Second: Created a new linked element from the project page. selected Activity Type. Clicked the Search next to the "linked element" edit box which brings me to the Item list detail window which is empty. Click the Create new item button which gives me the same input screen as in the First attempt. So I've created a new activity and saved it. Now the activity is there as a linked element but I cannot figure out how get a checklist linked to this activity. Again the activity only shows up again as a closed item in the Activity window. If I follow the link from the project page clicking the linked element the Activity is shown but also states it's closed today(?).
First, you don't have to think about "linking" elements.
When you create an activity, you just have to set Project field (which is mandatory) to "attach'" the activity to the project.
But you should not use "Linked item" feature. Just go to Activity screen to create a new activity... or go to "planning" view to edit/create activities.
About checklists, also forget about linking elements.
In "Controls & Automation" > "Checklists", you define the checklists (some kind of form) for a given element and possibly type of element.
For instance you can define a checklist for all Tickets, or for Activities of type "task".
Then, on each item, you'll be able to enter values for the checklist. Each item will have its own "blank" checklist.
It's version 5.3.3
Looks like something is going wrong indeed.
Whether I use "Decision" or "Activity" it doesn't matter. They all are marked as "Done" right after creation.
En poursuivant votre navigation, vous acceptez le dépôt de cookies tiers destinés au bon fonctionnement et à la sécurisation du site (gestion de session, reCaptcha) et à une analyse statistique anonymisée des accès sur notre site (Google Analytics). Si vous vous inscrivez, les informations que vous fournirez ne seront jamais divulguées à un tiers sous quelque forme que ce soit. En savoir plus
Cookies settings
×
Functional Cookies
Ce site utilise des cookies pour assurer son bon fonctionnement et ne peuvent pas être désactivés de nos systèmes. Nous ne les utilisons pas à des fins publicitaires. Si ces cookies sont bloqués, certaines parties du site ne pourront pas fonctionner.
Session
Please login to see yours activities!
Other cookies
Ce site web utilise un certain nombre de cookies pour gérer, par exemple, les sessions utilisateurs.
Support us on Capterra
