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Knowledge base

Deleting/removing an activity

There are different methods for removing an activity. Explore the methods to delete activities below:

  • Method one (Best practice):
  1. Locate the activity in the Co-op projects overview that you would like to remove
  2. Click on the activity and a new window will appear on the right hand side of the page
  3. In the top right corner of this window, click on the three dots, and a drop-down menu will appear
  4. In this drop-down, click Remove
  5. You have now removed an activity
  • Method two:

This method is quicker than the first, but it can cause you to accidentally remove an activity you were not meant to remove. We suggest you use the method above to ensure you remove the correct activity.

  1. Locate the activity in the Co-op projects hierarchy list that you would like to remove
  2. Hover over the activity in the hierarchy and three dots will appear next to the name of it
  3. Click on the three dots and a small pop-up window will appear next to it
  4. Click Remove
  5. You have now removed an activity

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Knowledge base

Editing an existing activity

To edit an existing activity, follow these steps:

  1. Locate the activity in the Co-op projects overview that you would like to edit
  2. Click on the activity and a new window will appear on the right hand side of the page
  3. In this window, you can edit some of the details of the activity
  4. After you make any adjustments, click on Save item at the bottom
  5. You have now edited an existing activity

Resources

Knowledge base

Change the parent activity of an activity

To change the parent of an activity, follow these steps: 

  1. Locate the activity in the Co-op projects overview that you would like to edit the parent activity of
  2. Click on the activity and a new window opens on the right hand side of the page displaying the details of the activity
  3. In this window, select the parent activity for the activity under the area called Hierarchy
  4. Click on Save item as soon as you have added/adjusted the parent activity
  5. You have now changed the parent activity
  • Did you know: Adding a parent activity onto another activity places the activity under the parent activity in the overview. It can also change the colour of the activity if this has been configured in the settings. See how the sub-activities are under the parent activity and have a different colour in the screenshot above.

Resources

Knowledge base

Change the duration of an activity

To change the duration of an activity, follow these steps: 

  1. Locate the activity in the Co-op projects overview that you would like to edit the duration of
  2. Click on the activity and a sidebar should open on the right-hand side of the overview
  3. In this sidebar, select the new duration for the activity under time span
  4. Click save item when you are done adjusting the duration
  5. You have now changed the duration of the activity