Planning of activities in Aptien

Last updated: 2024-02-22
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In Aptien, you can plan activities in different ways. It depends on whether you plan activities manually or need to plan automatically, and whether you plan activities for yourself or for other people. You have multiple options for scheduling activities in Aptien:

Planning activities using tasks

In teamwork and collaboration, many tasks are created between people in the company. They arise from meetings, assignments, projects, or other activities. A task has a brief, a deadline by which it must be completed and its completion signifies someone's activity. 

  • You see the tasks in the task overview on the cards and plan your activities based on their deadlines and priorities.
  • The current activities (tasks) that you have in progress are in the green "Doing" column. New tasks are in the yellow "To do" column.

Planning in the calendar using minutes

You can also use a calendar or minutes for planning. Just like in any other calendar, you can plan your activities using the minutes you see in the calendar as planned or already executed events.

Automatic tasks from watchdogs

Automatic tasks can be created by watchdogs, which automatically send you notifications and possibly require you to perform a follow-up action (completing the task). 

If you have set up the creation of automatic tasks from watchdogs, the scheduling of work will be similar to the previous case, with the only difference being that the tasks are not created by your colleagues, but are automatically generated by the system.

Tasks resulting from activity plans

Activity plans are ideal for planning regular activities, as they can monitor activities and plan for their completion. Activity plans automatically generate obligations to be fulfilled based on specified rules. You can see these for individual items or in a report. In the report overview, you have a list of planned activities based on the rules that are entered when the activity is scheduled. Activities are:

  • one-time - the activity is unique, but you need to monitor its completion
  • periodic (recurring) activities - periodic repetition of the activity, automatic extension of the period after completion