The job of this console
See when work sits in the month, open an activity, and rebalance dates. Do not schedule people here as if it were a full resource Gantt unless you then confirm on capacity.
Project · Activity Calendar
Task Activity
Month view and activity registers that combine scheduling context with execution analytics.
Calendar-oriented activity tracking with pending/active registers and assignment workflows.
Activity calendar
Month view of the same activities you execute
Work items / activity is the month view and activity registers that combine scheduling context with execution analytics — still TaskActivity, not a second calendar product.
Projects → Work items / activity
Route
/project/activites
Contributor · Project Manager · Resource Manager
Seat at the table
Delivery team and resource roles. Employees’ personal calendar is a different screen.
The working rhythm
Open the month, filter, click an activity, adjust, confirm on the task and capacity if load moved.
Moments that bring you here
A packed week. Holiday overlay. After a slip. Planning a demo week.
ⓘ
Same activities, calendar lens
Creates and edits still write TaskActivity. Capacity remains the load planner.
Overview
Task Activity connects calendar scheduling with actual activity execution, including assignment and checklist progress.
Screen layout
Top: Month controls and holiday context.
Body: Pending/active activity tables and assignment panels.
Header & filters
Use month/date scope, status filters, and search controls to focus operational windows.
Summary & charts
The Lux summary strip at the top of this screen is collapsible. Expand it to reveal KPI tiles and chart panels; collapse it for a wider register. All charts respect your active filters (SHOW preset, team scope, date range, text search).
Work item analytics for the filtered activity register.
◆ Emerald Luxury UI theme · chart data refreshes when filters change
Activity summary charts
Status mix
DonutWhen to act: Clear in-progress items
Priority breakdown
When to act: Address urgent bar first
Checklist progress
DonutWhen to act: Close open checklist items
Activity type
When to act: Filter activity list
Outcome
DonutWhen to act: Investigate blocked outcomes
Main content & actions
Open activity records for detail, update outcomes, and assign work directly from this page context.
Complete feature list
Every control, panel, and workflow on this screen.
- ✓Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
- ✓Documentation searchHeader search indexes all guide pages (docs site).
- ✓Collapsible summary stripKPI row and chart gallery above the register; expand/collapse persists in browser storage.
- ✓Activity registerDetailed work item list with rich filters.
- ✓Five activity chartsStatus, priority, checklist, type, outcome.
- ✓CREATE activityNew work item with checklist support.
- ✓Bulk updateMulti-select status/assignee changes.
Before you start
ℹ️
Status report source
Screenshot five charts after setting project filter for steering deck.
💡
Outcome hygiene
Set outcome when moving to Done — feeds quarterly retros.
Who uses this screen
PMs and team leads who need rich filters and five analytics charts on the activity register — checklist progress, priority mix, and outcomes.
ℹ️
Analytics activity register
Choose task-activity over taskboard when preparing status reports — five chart types summarize portfolio health.
Key concepts
Activity register
Dense table of work items with priority, checklist %, outcome, type.
Five activity charts
Status, priority, checklist progress, activity type, outcome donuts/bars.
CREATE activity
Same modal as work-items with checklist template support.
Bulk update
Multi-select status and assignee.
Outcome tracking
Success / partial / blocked for retrospective analytics.
Permissions
| Role | Access on this screen |
|---|---|
| Project manager | Full create/bulk on scoped activities. |
| Delivery lead | Bulk and analytics across team. |
| Individual contributor | Edit assigned rows; limited bulk. |
| Viewer | Read-only with chart access. |
📝
Administrator override
Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.
Controls reference
| Control | Description | Notes |
|---|---|---|
| CREATE activity | New item with checklist. | Link deliverable. |
| Filters | Status, priority, project, assignee. | Lux header. |
| Bulk select | Checkbox column. | — |
| Bulk update bar | Status/assignee apply. | PM role. |
| Summary charts | Five panel gallery. | Filter-scoped. |
| Row detail | Full activity editor. | — |
| Export | CSV for reports. | — |
Common mistakes
⚠️
Outcome never set
Outcome donut useless — set on complete for retrospectives.
⚠️
Checklist 0%
Break down tasks — large activities hide slip until due date.
⚠️
Export without filter
Huge CSV — set project and date filters first.
FAQ
Work items vs task-activity?
Same data — task-activity adds outcome field emphasis and five charts.
Checklist progress calculation?
Done items / total items on activity.
Blocked outcome?
Use when external dependency — appears in outcome donut.
Can charts drill to rows?
Click segments where enabled to filter register.
Workflows
- Select month and date scope.
- Review pending activities.
- Use assign panel for ownership updates.
- Track outcome and checklist completion.
Tips & best practices
Tip: Monitor checklist and outcome panels together to spot blocked tasks before due dates slip.
More guidance
💡
Remember
Dense table of work items with priority, checklist %, outcome, type.
ℹ️
Work items vs task-activity?
Same data — task-activity adds outcome field emphasis and five charts.