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Activities ​

Set up the kinds of work people are booked to do, such as Wireframes, Build or Admin, and choose where each can be used. Only an Editor, Admin or Owner can add or change them.

Open Activities. It groups activities by where they can be used: Internal activities, All-projects activities and Project-specific activities, the last listed under their client and project. Internal and All-projects activities are alphabetical; project-specific ones are ordered by client, project and activity.

Your own assignments are in your work list on Schedule.

Choose where an activity can be used ​

Select Add activity beside the page heading and choose its kind.

Activity kindUse it forAvailable
InternalNon-billable work such as administration or an internal meetingOnly when the booking's Project is Internal
All projectsWork done the same way for many projects, such as account managementUnder every real project, or under No specific project when unattributed
Project-specificWork for one project, such as its discovery or launchOnly under its own project

The kind controls where an activity is offered; each booking records where the time actually went. One All projects activity can count towards Project Watchtower in one booking, Metropolis Rebrand in another and No specific project in a third.

Prepare clients and work is the Admin's route through setting these up.

Next: Choose the project and activity — book against an activity.

CapacityLens is open source under AGPL-3.0.