Projects and Activities
Projects and Activities

You use projects to communicate or collaborate with your business contacts, partners, vendors, or suppliers. A project consists of one or more activities which represent actions you want community members to perform. Sample activities might be to:

*
Send a satisfaction survey to a specific group of your suppliers, or
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Inform all your trading partners about new policy changes.

In the user interface, a project is a workspace that helps you organize and track all the components of its activities. Whenever you create an activity, it becomes part of the project’s archives.

The parts of a page:

Key
Description
1
Indicates activity managed project
2
Indicates regular project
3
List of projects
4
Number of activities in each project
Note: Depending on your user permissions, you may not be able to create a project directly; you may need to contact your Community Administrator to do so.

Topics include:

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“Project Overview”
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“Creating a Regular or Activity Managed Project”
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“Adding an Activity to a Project”
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“Defining Activity Dependencies and Due Dates”
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“Adding Participants to an Existing Activity”
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“Adding Team Members to a Project”
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“Editing Project Settings”
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“Editing Activity Settings”
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“Starting a Regular Project”
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“Starting an Activity Managed Project”
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“Copying a Project to Create a New One”
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“Copying an Activity to Create a New One”
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“Suspending or Activating Activity Participants”
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“Suspending or Restarting an Activity”
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“Customizing Upcoming and Overdue Reminder Messages”
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“Customizing a Project Kickoff Message”

21.2 release. Updated April 7, 2021

OpenText Active Community User Guide PDF


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