Follow these steps to quickly create an action from a project:
Access the Projects Section
After logging in, navigate to the Work module and select Projects.
Select a Project
Find and select the project where you want to add an activity.
Click View to open the project details.
Choose the Type of Activity
Go to the Work tab and select the type of activity you want to create:
Work Orders
Tasks
Preventive Maintenance
Requests
Work Logs
Create a New Activity
Click New to start adding a new action.
For Work Orders and Tasks, you also have the option to click Add Existing to link a previously created one.
Automate Project Association
When you create an action from within a project, it will automatically be linked to that project.
From here, you can continue filling in other necessary details.
Learn More
For detailed instructions on creating specific activities, refer to the following guides: