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Activities and Tasks (SP) Overview
Tabs
How Do I ...
Plan Work
Create a Work Plan
Select a Job Plan
Insert and Edit Plan Tasks
Select Labor for Work Plans
Select Materials for Work Plans
Select Services for Work Plans
Select Tools for Work Plans
Select Fees and Charges for Work Plans
View Entire Plan
Apply Customer Agreement
Add / Modify Street Address
Select Price Schedule
Select / Deselect a Price Schedule
Apply a Response Plan
Apply an SLA (Service Level Agreement)
Move/Swap/Modify Assets/Locations/CIs
Record Ownership
Select an Owner
Take Ownership
Assign an Owner to Multiple Records
Take Ownership of Multiple Activities or Tasks
Start and Stop the Timer
Relate a Record to an Activity or Task
Delete a Related Record Relationship
Create Communication
Create a Work Log Entry
Select/Deselect SLAs
View SLAs
Add/Modify Activity Attributes
Change Activity Statuses
View Information
Report Actuals
Use Work Process Flow
Assign to a New Parent
Remove a Work Plan
Edit History Activity
Duplicate an Activity
Delete an Activity
Classify an Activity or Task
Use Wildcards and the Equals Sign in Searches
Search for Values
Select a Value
Run Reports
Use the List Tab
Use Attached Documents
Print Documents
Use Workflow
More Help
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