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Create connected Key Activities

Updated over a week ago

There’s more than one way to create Key Activities connected to Milestones. Check out these three options and pick the one that fits your workflow best.

Create connected Key Activities in the initiative view

To create connected Key Activities in the initiative view go to Company > All Initiatives > Select the initiative with the milestone where you want to create a connected activity > Scroll down to the milestones list and find the milestone you want to create a connected activity > Click on the three-dot menu > Press +Add Key Activity > fill out key activity info > press Create > Done ✅

Create connected Key Activities in the activity view

To create connected Key Activities in the activity view go to Company > My team > Activities > Find the milestone in the activity view > Select Milestone > Press add activity > fill out key activity info > press Create > Done ✅

Connect a Key Activity to a milestone while setting it up

To create connected Key Activities in the activity view go to Company > My team > Activities > Press Create Key Activity > fill out key activity info and first choose initiative, then choose what milestone the activity supports > Press Create > Done ✅

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