The article explains how to add new activities and tasks in LighthouseAI. Each activity must include at least one task, and all tasks must be marked "Complete" before the activity is finished. Users can assign, update, and delegate tasks, and manage details such as type, dates, status, and owners.
Adding New Activities & Tasks
When creating an activity, users are required to add a task. This ensures that every activity is linked to a specific, actionable workflow.
- To add a new activity, click the (+) icon to the right of "Activities".
- If the Requirement has an assigned manager, that manager will automatically be assigned to the new activity. Activities and tasks can be delegated to other LighthouseAI users by clicking on the user name dropdown.
- Select the activity type from the dropdown.
- Input the activity start and due dates.
- Add at least 1 task to support your activity, and select the appropriate task status.
- Note: In order to complete an activity, all tasks must have "Complete" status.
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Task Details
- Once a task is added, you can update the Task Type, Start/Due Dates, Task Status, and Task Owner. Additional application-tracking fields can be accessed by clicking on the arrow to the right of the task start and due dates.
- To return to your activities, scroll to the top of the overview window and click "Back to Activities".
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