Create an Activity Link Type

You must create activity link types, before you can link activities. Activity link types define how the activities are linked. For example, the minimum interval between activities, the constraints for scheduling activities, constraints for assigning activities, and so on.

  1. Click the hamburger icon and then click Configuration.
  2. Click Link Templates.

    The Link Templates page appears.

  3. Click Add Link Template.

    The New Link Template dialog box displays.

  4. Select the graphic at the top of the dialog box that represents the way that you want to link the two activities.
    This screenshot shows the New Link Template dialog box showing how you can link two activities.
  5. Enter the Minimal Interval of time between the two activities in minutes (min).
  6. Enter the Maximal Interval of time between the two activities.
    For example, if the minimal interval is five minutes, the maximal might be ten or more minutes.
  7. Select one of these Assignment Constraints that you want to place on assignments.
    Different resources: This constraint requires that the linked activities be assigned to two different resources. Same resource: This constraint requires that both activities be assigned to the same resource.
  8. Select one of these Scheduling Constraints that you want to place on the days for which the activities are scheduled.
    Different Days: This constraint requires the activities to be scheduled for two different days. Same day: This constraint requires they be scheduled for the same day.
  9. Enter a Name and a Label for this link type.
    The name is what is displayed in the Web interface. The label is used by external systems when they submit information through the API.
  10. Check the Active box in the Status field to make this link type available for use.
  11. Click Save.