Activities

\<font color="#2166ae"> administrator \</font> an activity is the most specific item within a portfolio—it represents a type of request that a user can open in the experience center each activity belongs to a service and can have its own form, workflow type, and links to groups and slas \<font color="#ffffff"> 1 accessing activities \</font> to access the activities, follow the steps below access my desk select the my desk application from the applications menu click on settings in the application's top menu click on portfolios in the left sidebar menu click on a portfolio from the list the services related to the portfolio will be displayed below click the expand arrow for a service click the down arrow next to the desired service the list of activities registered for that service will be displayed below \<font color="#ffffff"> 2 activity list \</font> clicking the arrow to expand the view of a service will display the list of activities for that service the activity list shows all registered activities by clicking on the gear icon ⚙️, a screen similar to the activity creation screen will be displayed, allowing you to edit any information or delete that activity you can edit any of the following items icon icon representing the activity name name of the activity type of service request or incident gear button access the edit and delete options 2 1 search activities use the search bar in the upper left corner of the screen to search for services and activities simultaneously the list can also be filtered by employment status \<font color="#22c55e"> `linked` \</font> \<font color="#6b7280"> `unlinked` \</font> 2 2 filter activities on the right side of the new service button, you can filter activities by linked and unlinked 💡 tip the filter is available next to the + new activity button, on the right side of the screen \<font color="#ffffff">3 create an activity\</font> to create an activity, follow the steps below click on + new activity a new window will open on the right side of the screen fill in the information see the available fields below icon choose an icon from the database you can browse by category or use the search field by typing the icon's name in english name give the activity a short and descriptive name description describe the function and objective of the activity type of service select the activity type from the dropdown menu request incident activity form allows you to create a form for the activity now or later see the form docid\ zr2xotvgkcvtli9gxfpks page for more details click save the new activity will be created and will appear in the list click cancel to return without saving \<font color="#ffffff">4 edit an activity\</font> to edit an activity, follow the steps below click on the desired activity an editing window will open on the right side of the screen edit the desired information icon, name, description, or type of service to see how to modify forms or links, go to the corresponding pages form docid\ zr2xotvgkcvtli9gxfpks and activity link docid 1gdc3ubpz8dx46kzouc b click save the changes will be applied immediately click cancel to return without saving \<font color="#ffffff">5 delete an activity\</font> to delete an activity, follow the steps below click on the desired activity an editing window will open on the right side of the screen click on the trash can icon located in the upper right corner of the window a message will appear asking if you are sure about the deletion — this action cannot be undone click delete a confirmation message will appear at the top of the screen informing you that the activity has been successfully deleted ⚠️ atention a exclusão de uma atividade é permanente e não pode ser desfeita o formulário e os vínculos associados a ela também serão removidos