Manual activities presentation
Manual activities can be used in different ways :
Create reminders, actions, tasks to be carried out on a building perimeter.
Assign and track the progress of actions/tasks assigned to other users.
Manual activities are created from the Activities tab.
Manual activities creation
After clicking on + Create an activity, the creation screen appears.
General informations are required :
Activity title
If necessary, an additional description
Activity due date
Next, select the perimeter of buildings concerned.
Finally, indicate the users concerned by the activity:
You can add users individually
Or define that the activity applies to one or more building team roles.
Consultation and follow-up of manual activities
To access activities, click on the side button on the right-hand side of the screen.
The list of activities is then displayed, for you and any users you may have indicated :
You can edit the activity or delete it (pencil and trash buttons).
Track progress : number of buildings treated vs. number of buildings included in the activity.
Click on the activity to access its details :
The description is displayed
Building details are also displayed :
Properties still pending
Completed properties displayed in gray at the bottom.
Activity summary
From your page, which can be accessed by clicking on the icon at the top right of the screen, then on your name, you can access your activity summary settings.
The first section, Notification list by activity, lets you define the frequency of notifications for all available activities.
The second section, Notification frequency, lets you :
For each frequency, indicate the day(s) on which the report should be sent.
Indicate the time at which the summary e-mail should be sent
And finally, activate/deactivate summary e-mails by clicking on the checkbox.
The summary e-mail is then sent according to the defined rules.