Project Activities

The Projects Activities page in Rave is designed to help users stay organised and proactive by tracking project-related meetings, tasks, and follow-ups that fall outside the standard schedule tasks. It ensures that no important activity is overlooked, promoting accountability and smooth project progression. 

To learn how to create Project Activities click here to read more 

The Project Activities List Page

The Projects Activities List Page provides a clear overview of key project-related actions, allowing you to quickly scan and sense-check upcoming and past activities. Whether it’s a site meeting to kick off a project, a client meeting to discuss variations, or a contractor follow-up, this report ensures you stay on top of all essential project interactions.  

Click on the Projects Tab and then select Activities.

This displays information for all of your branch's Project Activities created in Rave.  

You have a number of toggles and filters to refine your Activities list:

• The 'Upcoming' and 'My Activities Only' toggles allow you to hide past activities and display your activities only
• You can Export or Print the displayed activities list 
• You can keyword search for specific activities, notes, and project references, and filter the activity list by event types | participants | statuses | Project Manager
• Activities are displayed in order of urgency, with the next scheduled activity shown at the top and those further in the future listed below. This layout ensures you focus on what’s most relevant now. 
• From this page, you can also click into any activity to update details or mark it as complete. 

The resulting activity list displays each activities':

• Description and any Notes that have been entered for the Activity
• The Activity Type Meeting, Task etc...
• The day and time and location
  - If an address has been loaded, you can click on the link to open Google Maps for the location and directions
  - If a meeting link has been added, Rave will display the meeting link for you to click on 
• The Organiser and Participants - the Participants' acceptance status may also display with the following icons
  - A green tick icon - accepted
  - An orange question mark - maybe/tentative
  - A black hourglass icon - awaiting confirmation
  - A red cross icon - declined

• The Primary Client - is a clickable link to open the Client Profile on the CRM tab
• The Project reference -is  a clickable link to open the Project and add or manage activities
• The Project Managers Name
• The grey circle with explanation mark showing an open activity or a green check mark showing a completed activity. 
• A Calendar icon - a clickable link to open the activity to edit it/delete 

Editing an activity

Click on the Calendar Icon from the list page.

This will open the model to edit an activity. 

To help keep track of Participants we have added colour coding to easily identify each user Group.

This way you can easily see if you accidently select the wrong person to a meeting such as a contractor to an internal meeting or a client to an external site meeting. 

• Primary Clients are Blue - In the below example their name is Mark Phil
• Secondary Clients are Teal - In the below example their name is  Sharon Phil
• The assigned Project Manager on the project is Orange - In the below example their name is Acceptance Project Manager
• The assigned Sales Person on the enquiry linked to the project is Forest Green - In the below example their name is Acceptance Sales Person
• Contractors assigned to this project are Purple - In the below example their names are  Will Power, Adam Steep and Acceptance Contractor
  
• Branch Staff are Grey - In the below example their names are Gellert Grinderewald and Acceptance Project Admin

Screenshot below showing the Calendar icon being clicked to open the activity to edit it and/or delete.

Screenshot below showing a clickable link to google maps, a clickable link to a google meets and the different symbols showing the participants acceptance to the activity

Screenshot below of grey circle with exclamation showing where you can mark your activities as complete.