Inviting Multiple Owners to Activities

You can invite multiple owners to an Activity. When you do so, your Activity is cloned for each of the other owners and linked to the original Activity. 

Note:

Invited owners do not receive a notification. Invited owners will find the activity in Activity Management and the Activity dashboard tile.

Inviting Multiple Owners

1. From the OPERA Cloud menu, select Client Relations and select Activities.

   1. For existing Activities, use search.

   2. For new Activities, click the page level I Want To . . . link and select Create Activity.

2. In the Activity Overview section of the Manage Activity screen, click Invite Owners.

3. In the Invite Owners dialog, click Add.

4. From the Search and Select Owner dialog, select one or more Owners and click Select. This generates a cloned activity for each owner you selected. The cloned Activities appear on the Invite Owners dialog.

5. Click the X to close the dialog and return to the Manage Activity screen.

Updating Activities

If you update your main Activity, you are prompted to update the linked Activities for the other owners.

1. From the OPERA Cloud menu, select Client Relations and select Activities.

2. Search for and open an activity that has linked activities.

3. Scroll to the appropriate panel and click either Add or Edit.

4. Make your additions or changes.

5. Click Save.

6. When prompted to update linked Activities, click Yes or No.