Using Activity Series

Activity Series are used to schedule activities that span multiple days. The members of a series have the icon.

Summary

When editing or creating job activities, you can create an 'Activity Series' to repeat the activity over multiple days.

1. Edit an existing activity or create a new activity.
2. At the bottom of the Edit Job Activity dialog, is an option to select the 'Series'. Choose 'New Series'.
3. You will be prompted to enter the number of days.
4. Change the Working days (over rides calendar default), schedule start time , etc. by selecting Edit Series Info...

Step by Step

1. On the Job Detail page, double-click on the Activity and select Edit "activity name"
   
   
2. At the bottom of the dialog select New Series and enter the number of days
   
   
3. In this example a series of 3 Installs is created. Each defaults to the scheduled time, duration and assignee of the original Install activity. They are scheduled sequentially based on the default workdays on your calendar settings.
   
   • To modify one or more members of a series, double-click on the series (Example 1 of 3) and then make your selections. (TIP: Select multiple values by clicking the first value and then holding down the Shift key and clicking on the last value.)
     
   • To change the working days or schedule time, click on the series (Example 1 of 3) and then select Edit Series Info...
     
   • To extend a series, edit any one of the members of the series and at the bottom of the dialog, select Extend Series and enter the number of days.