Activities

The "Activities" module provides task and appointment management capabilities within Atro. It enables users to manage tasks alongside scheduled appointments in a single, unified module.

The module supports priority-based task creation, deadline tracking, status management, and notification subscriptions.

Activities integrates with the Projects module to enable project-based task tracking and budget connections.

Activities core capabilities

The Activities module supports two entity types: Tasks for action items requiring completion, and Appointments for scheduled events.

Tasks include priority levels, deadline assignment, status tracking, and cost fields. Users can follow tasks to receive notifications when changes occur.

Tasks

Appointments function as calendar events with time slot allocation and participant management.

Appointments

Creating tasks

Navigate to Tasks and click the Create button. Enter the task name and select the task status. Set the priority level and due date for completion.

Create Task

Field Name Description
Name Task title or brief description
Task Status Current task state for tracking progress
Task Priority Importance level of the task
Date Deadline for task completion
Cost Value associated with the task
Description Detailed task information and requirements
Archived Checkbox to mark task as archived

There are Access Management fiedls on the Summary panel:

  • Assigned User - user responsible for completing the task.
  • Followers - users following changes in the task.

Task status options

Task Status

Four default statuses are available: Done, New, In Progress, Cancelled.

Task priority options

Task Priority

Three default priorities are available: Low, Normal, High.

Customize status and priority options by navigating to Entity Fields / Task Status or Entity Fields / Task Priority for the Task entity and editing values in the List Options panel.

Creating appointments

Navigate to Activities / Appointments and click the Create button. Enter the appointment name and set the start and end dates with times.

Create Appointment

Field Name Description
Name Appointment title or subject
Date Scheduled beginning date and time
End Date Scheduled ending date and time
Description Appointment details and agenda

Also, there are Access Management fiedls on the Summary panel:

  • Owner - user currently responsible for the appointment
  • Followers - users following changes in the appointment

Managing Activities module records

Task and appointment Records appear in their respective list views with sorting and filtering options. Click any record name to open its detail view.

Use the Edit button to modify record details. Status changes in tasks automatically update the modification timestamp for tracking purposes.

Follow specific records to receive notifications when other users make changes. Configure notification preferences in user settings.

Archive completed records using the Archived checkbox to maintain a clean active list while preserving historical data. Archived records remain searchable but are excluded from default list views.

Integration with projects

When the Projects module is installed, tasks and appointments can be linked to project records. Project detail views display associated activities on dedicated panels.

Create new activities directly within project context using these panels to automatically establish the project relationship. Budget item connections enable financial tracking at both task and project levels.

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