Unlock Activity Feature & Skip (N/A) Option Erika
FollowUp has a new Unlock Activity Feature allows you to make changes and complete an activity multiple times.
*Only your set Admins and Owner can adjust these settings.
Start by clicking Company Settings in the drop-down menu, and next you’ll select Project Management Behaviors.
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*One important thing to remember: if you don’t see your activities listed out, try selecting from your Contract Type drop-down menu to reveal your activity list.
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Choose which activities you’d like to unlock by selecting the pencil icon to edit.
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At the bottom, you’ll select the box that says, "Unlock activity - can be completed multiple times", and click Save.
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Now when you go to a Project File you can see your changes made to your activities.
The green icon = an unlocked activity that can be completed multiple times.
The red icon = locked unless you change it.
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You can also skip an activity if it doesn’t apply to this specific project by clicking N/A. Now this activity won’t show up as completed or past due in your dashboard.
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