Siebel Clinical Trial Management System Guide > Managing Clinical Projects >

Creating Activities and Tasks for Clinical Projects

Activities can be created for the project in the following ways:

• Enter activities in the Activities view.
• Generate activities in the Activity Plans view by applying an activity template for projects.
• Enter activities manually in the Activity Plans view. These activities must be associated with an activity plan that is based on a template.
• Create a task in the Task view and associate activities with the task.

A task is a container for activities. Activities associated with tasks are different from regular standalone activities. Activities that belong to tasks cannot be generated by activity templates for projects. They can only be created manually from within the Project Task Activity view. A standalone activity cannot be added to a task, nor can an activity for a task be disassociated from the task. For more information about creating activities and tasks for project management, see Siebel Project and Resource Management Administration Guide.

This task is a step in Process of Managing Clinical Projects.

Creating Activities for Projects

Complete the procedure in this topic to create an activity for a project using an activity template.

NOTE:  Activities can also be created manually in the Activities view.

To create an activity for a project

1. Navigate to the Projects screen, then the List view.
2. In the Project list, drill down on the Name field of the project.
3. Navigate to the Activity Plans view.
4. In the Activity Plans list, create a new record.
5. In the Template field, select a template from the drop-down list.

   The activities associated with the activity plan appear in the Activities list.

Creating Tasks and Associated Activities

Complete the procedure in this topic to create a task and associated activities.

To create a task and associated activities

1. Navigate to the Projects screen, then the List view.
2. In the Project list, drill down on the Name field of the project.
3. Navigate to the Tasks view.
4. In the Tasks list, create a new record and complete the necessary fields.
5. In the Tasks list, drill down on the Name field.
6. In the Activities list, create a new record and complete the necessary fields.