Adding new activities to the portfolio

Activities provide an intuitive mechanism for tying together things that have occurred within a team. They combine searchable metadata related to an event, task or achievement (such as time, date, location, people involved) with evidence of what took place, and the scale of the impact/value generated.

How does it Work?

  1. Click on the 'Add Activity' button in the toolbar at the top of any page.
  2. Follow the instructions inputting as much information as you can (you can edit all of this information later if you don't have time right away).
  3. Your completed activity will appear as a tile within the activity browser which will be visible to everybody else.
  4. Once the activity has been created, you can expand it to add weblinks and attachments.

What can I use this for?

Storing evidence in activities makes it significantly easier for you and your team to search for specific information later on, because they only need to identify a small number of details to be able to find the associated activity. Activities can also be grouped by their parameters, such as by type of activity, allowing the team to aggragate evidence from multiple activities together to produce reports.

Users can also generate a list of just the activities that they were involved in, which can be used to construct a personal portfolio detailing their own contributions towards a particular project.