6.4 Adding Activity Title And Description To An Activity Template

The Activity Description is the information the user sees in the Activities list in the Zegeba app; the Activity title and the information in grey below it:

The description contains the information we would like to add for each activity issued by this activity template. It is filled in in the Create New Activity screen in the Dashboard and shows in the Dashboard’s list of activities:

In the app the data filled in displayed in the Activity list and the Details. Typical types of meta data are: Date, Project name, Customer, Site, Work type, etc.

In the Activity Template editor’s 4 – Activity Description tab you define the information that will be shown to the user.

• In the Activity title you can enter text as well as parameters from the Activity Properties and Meta Data lists to the right
• The Activity Properties are commonly used properties in activity descriptions
  Version shows the version of the activity. 1 is the very first version of the activity and then the number increases every time someone fills in a form in the activity, changes the state or the activity details
  State shows the present activity state
  Creator shows the latest user to make one of the changes mentioned above
  Date Created/Modified shows the dates the activity was created and last modified
• Meta Data lists the fields you have defined in the Meta Data tab
• In both Activity title and Activity Description:
  place the cursor in the field and click on parameters from Activity Properties and Meta data to add them to the place where the cursor is situated.
  Use dividing characters (such as spaces or “-“) or explanatory texts if needed for clarity’s sake, such as “- Project:”

The Activity Description tab for the example in the two pictures at the top looks like this:

When the Activity Property State was added to the Activity Description, it was automatically converted to ${state}.

When the Meta Data Project name was added to the Activity Title, it was automatically converted to ${meta.projectName} and we added – Project: in front of it. And so on.

Activity Help Text ( From release V 4.9)
You can now add detailed help text to any activity template, accessible through the ? icon in the app.
This feature is designed to give assignees all the context and information they might need to complete their activities smoothly.
Whether it’s instructions, tips, or reminders, the help text ensures clarity and efficiency for everyone involved.

If your company uses contexts (see Managing: 7.0 Managing contexts), you can from Zegeba v 32.9 onwards add a Context Meta Data parameter here, on the form ${contextMeta.<context ID}. For instance, if the name of a country is set in the context, you can inherit this to the title of activities in this context by adding to the activity template title ${contextMeta.country}.

Please contact Zegeba Support if you need help with this.