Software Update: Wednesday 18th May 2022 - 07:00-07:30am

On Wednesday morning, we're updating OneFile to release some new changes and improvements.
To find out more, our release notes are available here.
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Assigning an Activity to an Objective

Becky Dennis
Modified on: Tue, 22 Jun, 2021 at 8:05 AM

  User Roles

This feature can be used by the following user roles:

  • All users with a Keychain and CPD account

To assign an activity with CDP to an objective, please use the following steps:

  1. Click Create Activity
  2. Complete the details of the activity
  3. Click Assign to Objectives
  4. Select an Objective
  5. Click Ok
  6. Click Save



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