What is a Project in Managemate?
Projects represent work that occur over an extended period of time that takes several steps or milestones to complete. Each step or milestone in a project can be tracked using an activity record that is linked to the project. A project can be linked to one or more activities. An activity, on the other hand, can only be linked to one project.
Examples of Projects that Can be Tracked in Managemate
Parking lot resurfacing
Balcony waterproofing membrane replacement
Preparing for an annual general meeting
Resolving an owner dispute, etc.
To learn how to create a project in Managemate, read the following article: “How to Create a Project in Managemate.”
What is an Activity Record in Managemate?
An activity represents an individual task or event that takes place on a specific date or within a specified time frame. Activities typically involve just one step to be completed. Activities can exist independently or be linked to one project record.
Example of Activity Records
A board meeting
Annual fire alarm testing
HVAC heating start-up or shut-down
Investigating the cause of a water leak
An action item from a board meeting
To learn how to create an activity in Managemate, read the following article: “How to Create an Activity in Managemate.”
Pro Tip: If you’re unsure, create an activity record to start
An activity is a simpler record type than a project. Activities can be assigned to a user and given a due date / event date. Status updates can be added to activities as the work progresses, and then the activity can be marked completed once done.
If you’re starting to see multiple activities relating to the same topic, then you can consider grouping them into a project by linking each activity to the project. Often, a project will start off as one individual activity. For example, an activity might be created to track a leak investigation.
Once the investigation is completed, another activity might be required to get a quote from a building envelope professional to repair the issue causing the leak. At this point, a project might be created to remediate the leak more generally, as several steps or milestones will be required to complete the project.