How to Find an Activity Records through the Dashboard in Managemate
The dashboard displays multiple cards that provide quick access to your activities. By default, activities appear in the Active Activities and Recently Completed cards.
Active Activities – This card shows a preview of ongoing activities. You can filter by To Do or Priority and sort by due date. Click view all to go to the full activity section.
Recently Completed – This card shows activities completed in the last 30 days. You can filter by Task or Event.
Once you find the activity you are working on, click the activity name to proceed to its activity’s view page.
How to Find an Activity Records through Calendar in Managemate
Click the Calendar icon in the top-right corner of the page
Use the left and right arrow to view the previous or next month’s activities.
Click the date to see the list of activities for that day
Click the activity name to proceed to its view page
How to Find an Activity Records through Activity section in Managemate
Access the activity section from the left-side menu.
Choose from the three activity view options: table view (default), list view and management report view.
Search by activity name using the search field
Click the activity name to proceed to its view page
Note: The same activities appear in all three views, but the information for each activity is presented differently.
Finding Activities using Table View
Filter the activities in table using the available filter options
Click the left and right buttons at the bottom right of the table to navigate to the previous or next page.
Click the activity name to proceed to its view page
Note: Ten (10) activity records are displayed by default per page
Finding Activities using List View
The list view shows activities with the latest status updates: Latest Status Update, Overdue, Upcoming, and Completed.
Click the activity name to proceed to its view page
Finding Activities using Management Report View
The management report view shows activities included in the management report you want generate.
There are (6) sections inside of management report which are Activity for Board Decision, Activity for Board Discussion, Activity for Board Information, Activity Deferred, In-Progress & Completed
Click the activity name to proceed to its view page