Link activity to project

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

You can link an activity (work hours) to a project in Yuki from the Calendar functiomality.

The Calendar is only available when a user with the ‘Management’ role has selected the Small, Medium, Large or Unlimited bundle through the Yuki Store in the domain.

Only a user with access to a project can attach a work order to the corresponding project.

A user with the ‘Back office’ role in the domain has access to all projects except those with the access level ‘Manager and members’.

Hover your mouse over the Calendar icon in the navigation bar and then click on New activity or open an existing activity and click on the Edit button.

Click on the magnifying glass in the Project field and select a project to link the work order to a project.

When you enter a name in the Project field, the project is immediately created (if the project does not already exist). This new project is then accessible by default only to yourself (as manager). As manager you can set the security of the project.

After clicking on the Save button, the activity is linked to the project.

View linked activity in project

You can find the activity in the project on the Summary tab.