I use Activities a lot to help me manage all my tasks and projects. Most of the time, when I have a task, there's some sort of information I need to reference to complete that task, and a lot of times I'd have to go searching around in my e-mail or in a Notes teamroom to find that information.
But Notes 8.5 makes it a lot easier, because you can add e-mails and Notes documents to an Activity, just by right-clicking the document.
Here's how!
So, let's say I'm working on a project, and I have created an Activity to help me keep track of information and to do's for that project.
For this project, I need to stay up-to-date on the status of features in a particular Notes document. I can open that Notes document and right-click to add it to my Activity. I just right-click on the document, select Lotus Connections, select Add to Activity.
Next, I select the Activity I'd like to add it to.
If I want to attach the document to a particular To Do within that Activity, I can even double-click the Activity and select a To Do item,.
The document is now linked to from the Activity, so when you're working on the Activity from your Notes sidebar panel, all you have to do it double-click the document to open it in Notes.
You can also do this by dragging and dropping the Notes document into the Activities sidebar panel. And you can do it with any Notes document or e-mail :)
Important Note: If you delete or move the document after you add it to an Activity, Notes won't be able to find it anymore. So, for example, make sure you move an e-mail to a folder before you add it to an Activity.
Julia Brown | 22 April 2009 05:11:19 PM ET | | Comments (0)
