Creating Activities for Projects

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

Note: You can also manually create activities 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.