2023-07 | Adding Items to an Activity

Link Activities and Items for One-Off and Recurring Tasks

📲 What's New?

In Timly, you can now define activities for recurring tasks such as routine maintenance, inspections, audits, and calibrations. You can schedule an activity for an item and set it up once to recur at specified intervals.

In addition, when planning an activity, you can now assign multiple items to it, including by selecting all items in a specific category. For example, you could create an activity named "Maintenance" for all IT assets.

🎯 Key Benefits

• Establish consistent maintenance protocols and easily link items to them.
• Multi-selection allows for the efficient addition of items in a single step.
• Document your activities for enhanced transparency and compliance with required standards.

💡 Why Is This Important?

Maintenance, inspection, and other routine schedules typically apply uniformly across specific asset categories. The ability to assign all relevant items to a specific activity not only aids in meticulous planning but also ensures that no details are overlooked. In addition, documenting activities such as inspections and maintenance is vital to verify that work has been performed correctly, which is essential for health and safety compliance. 

⚙️ How Does It Work?

1. Navigate to the "Activities" section in the "Inventory & Services" view.
2. Click on "Create New" and choose the activity type.
3. Scroll down to "Add more items to this activity" and click on "Assign Items."
4. Select the items you want to include in this activity. You can filter by asset category using the drop-down menu.
5. Close the window and scroll down to "Validated and checked deadlines." Enter the "New validity until" date.
6. Scroll back to the top and click "Save." To mark an activity as completed, click "Complete".

📚 More Resources

• Help Center: What are activity types and how to use them.

📩 Interested in learning more about activities? Schedule a free and non-binding demo with one of our experts. For questions, feel free to contact us at [email protected].