Responding to an Activity

Manage and Update Assigned Activities

At the opportunity level, you can manage activities that have been assigned to you.  To manage activities that have been assigned to you, perform the following actions:

1. Select My Activity Assignments in Drop Down.
2. Select Activity
   1. Click “Open Activity” 

 

 

The functionality offered to the “Assignee” is dependent on the Activity Setting established by the Activity Creator (i.e., Independent Editing (Standard), Collaboration Editing (MS Teams), Independent Editing (MS Teams).

Responding to an Activity - Independent Editing (Standard)

For Independent Editing (Standard) perform the following actions:

1. Click Download File to Device Open File
2. Make Edits (Track Changes Recommended)
3. Save File Locally
4. Update Status Update Response Notes
5. Click “Upload Files”
   1. Selected Edited File Click Open. The uploaded file will appear in the response directory.
   2. Click “Save”

 

Responding to an Activity - Collaboration Editing (MS Teams)

For Collaboration Editing (MS Teams) perform the following actions:

1. Click “Live Edit” to edit the file in web browser (via MS Teams/SharePoint)
2. Make Edits to File
3. Close Web Browser (Changes to File will Save Automatically) 
4. Update Status
5. Update Response Notes
6. Click “Save”

 

 

Responding to an Activity - Independent Editing (MS Teams)

For Independent Editing (MS Teams) perform the following actions:

1. Click “Copy File to Response Directory” (The copy file will appear in the Response Directory)  
2. Click “Live Edit” to edit file in web browser (via MS Teams/SharePoint) à Close web browser (Changes are Saved Automatically) OR “Download to Device” if you wish to edit locally and upload edited version
3. Update Status
4. Update Response Notes
5. Click “Save”