You must be an administrator to create and organize activity groups.
Get a Clearer View of Planned Activities
- To better manage your activities, you can organize them into groups.
- You can create, delete, and rename groups, and easily move individual items within them.
Steps
- Open the organizer / inventory settings where you want to set up groups, for example, the Buildings inventory, as shown in the image.
- Simply (as an administrator) click the pen icon located right next to the record, which will take you to the record settings.
2. Then, select "Activity plans", which brings us to the Activity plan settings. Here we can now create and edit groups and activities.
3. If you want to create a group, click the "Add a new group" button, which you will then name.
4. If you want to add activities to the group, then click on the pen tool that is next to the activity, where you will then see a drop-down menu of activity groups. The activity does not need to be added in any group, it is mainly to make your workspace clearer.
