On the detailed card of any Activity (Task, Meeting, Event...), you can perform a variety of actions. To see them all, click the three dots.
Create Recurrence
Do you have regular team meetings, briefings, or perhaps weekly calls? The Create Recurrence feature makes it easy to set the interval at which an Activity should repeat. You don't have to create a new Activity every time. As soon as you set a recurrence for the original Activity, Raynet will automatically create copies of it at the intervals you set.
In the pop-up window, you set: the recurrence interval, when the recurrence should begin or end, or the exact number of recurrences, and which day of the week the Activity should take place.
If you edit the original or copied (recurring) Activity, when you save it, you will have the option to change only the Activity you are working on or future activities as well. So, for example, if you need to reschedule your regular Monday meeting, you can do it all at once.
Set Reminder
You can use the Reminder option for each Activity to set the time at which Raynet will send you a notification before the Activity starts. You can select the time from the drop-down list of options, or manually set the date and time.
You can be reminded of an Activity:
- by email,
- by notification in Raynet,
- by both.
Find out how to set up notifications in the desktop version in this article. If you use the mobile app, a phone notification will also show up there.
Duplicate
To create a new Activity record with the same information, click Duplicate. Edit the duplicated activity in any way you want.
Export
Click the Export button to save any Activity to your computer in PDF format.
Security
Clicking the Security button will pull up a window with system information about the Activity.
It tells you who created or modified the record and when. You can lock each record you have access to, preventing other users from editing it. It can then be unlocked by either you or an Administrator. You can also set the Security Level in this window. If you are wondering who is authorized to see this record, you can check this using the Record Visibility feature.
Refresh
Use Refresh when you have started editing data on the Activity detailed card and you need to get it back to the original state. After clicking the Refresh button, the Activity will return to the state it was in before you started editing it.
Delete
The activity will be permanently deleted from Raynet.